Matthew Verstegen is a Series 66-licensed financial advisor at LPL Financial with five years of industry experience. He previously worked at Artisan Partners for three years and EY for two years. Matthew operates under a DBA affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

James Fischer is a financial advisor with LPL Financial in Neenah, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked for Woodbury Financial Services, Inc. for 27 years before joining LPL Financial in 2018. Fischer is also a notary public. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Emilie Dercks is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Her prior roles include positions at Community First Credit Union, CUSO Financial Services, and Wells Fargo. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services.

Grant Pierce is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Novus Home Mortgage, Inlanta Mortgage, and Community First Credit Union. He is also employed as a financial advisor with Zimmer Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a broad network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct customized portfolios.

Brandon Do Mckenzie is a financial advisor at OSAIC with a Series 66 designation and has been in the industry since 2025. Prior to joining OSAIC, he worked at MacDonald & Owen Lumber Co. and Marine Credit Union. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to third-party money managers and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Andrew Ryan is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering one-time or ongoing planning relationships focused on topics such as retirement, tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Michelle Yaniskivis is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2018. Prior to her financial services career, she worked for a decade with the Kimberly Area School District. Outside of her advisory role, she is an independent consultant for Arbonne International, a health and skincare company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for these services.

Tracy Malsavage is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she works as a sales consultant for Norwex, a company specializing in environmentally friendly cleaning products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based planning without discretionary trading authority.

Jonnie Douglas is a financial advisor with Edward Jones in Neenah, WI, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

David Savides is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2014. Outside of his advisory role, he serves on the Endowment Committee for the YMCA of the Fox Cities, overseeing the management of its endowment fund. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations through customized consulting and portfolio services. The group utilizes a variety of investment strategies, including discretionary and non-discretionary management, manager selection, and overlay services, to align with client goals and risk tolerances.

Ryan Mudge is a financial advisor with MassMutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of financial advising, he is involved as a principal and broker in an insurance sales business and has worked in the restaurant industry. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Kerrie Jo Wagner is a financial advisor with LPL Financial based in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. Her career includes over three decades at Valley Financial Group, Inc. and nine years with INVEST Financial Corp prior to joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicole Benzschawel is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2022, having worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Ferris is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, ALDI Inc., Altria, and the University of Wisconsin-Madison. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Steven Everts is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and PFS Investments Inc, among others. Outside of his advisory role, he operates as a notary public in Appleton, WI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools and offering access to third-party money managers and managed account solutions.

Shannon Soulek is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services, LaForce, and KAS Investment Services, Inc. Prior to her current role, she held positions involving investment advisory and financial planning. Outside of her advisory work, she is involved as a joint successor trustee in an immediate family member’s estate planning. OSAIC serves a diverse clientele including retail and institutional investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Tyler Verstegen is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Avaii Wealth Management LLC and CliftonLarsonAllen LLP. Verstegen also operates Verstegen Tax LLC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Aubrey Clark is a CFP® professional with four years of industry experience, currently affiliated with Edward Jones in Appleton, WI. Clark has previously held roles outside the financial sector, including substitute teaching and retail sales leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory strategies and a network of over 23,000 advisors nationwide.

William Boehme is a financial advisor at Stifel with 33 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, high net worth clients, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Heather Bytof is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans that cover a broad range of topics without portfolio management or institutional advisory services.