Samuel Christie is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 credential. He has one year of industry experience and previously worked at Bowman & Company S.C. and WIPFLI Financial Advisors. Outside of his advisory role, he works part-time as a forklift operator at Valley Bakers Cooperative Association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Taylor Zornow is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 16 years of industry experience. Prior to joining Empower Financial Services, Inc. in 2022, he worked at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans from 2007 to 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach includes integrated service delivery tied to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and savings rates.

Brian Rogers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Oshkosh, WI. His prior experience includes roles at Raymond James Financial Services and AEGIS Financial. Outside of his advisory work, Rogers is involved in youth soccer coaching with the Oshkosh United Soccer Club and serves on the executive board of Winnebago Lutheran Academy, as well as the Fox Valley Estate Planning Council. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Todd Funk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Associated Investment Services, Inc. for 17 years and is a co-owner and senior partner of Pinnacle Private Wealth, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a broad range of advisory programs and operational support. The firm offers discretionary model portfolios, personalized indexing options, and multiple program structures, supporting advisors with trading, compliance, technology, and investment management.

Madeline Baranczyk is a CFP® and Series 65-registered advisor at Creative Planning with seven years of industry experience. She previously worked at Wipfli Financial Advisors and Pillar Financial Advisors. Baranczyk serves on the investment committee for the Bay Lakes Council Boy Scouts of America. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting.

Brian Borden is a CFP® professional with two years of industry experience, currently serving at OSAIC Advisory Services, LLC. He has prior experience with Associated Trust Company and Marine Credit Union. In addition to his advisory role, Borden is involved with Investment Designers, where he works as a financial planner and manages client portfolios. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and platforms to build and monitor client portfolios.

Sean Liedtky is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise from 2021 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kimberly Dewane is a CFP® professional with six years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Associated Trust Company. Dewane serves as a board member and finance committee member for YWCA Greater Green Bay. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices.

David Lardinois is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and seven years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Triad Hybrid Solutions, Triad Advisors, and Thrivent Financial. Outside of his advisory work, Lardinois serves as a board member for the Appleton Fox Cities Kiwanis Club. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a variety of investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

James Weber is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

Dennis Durocher is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his financial advisory role, he is employed part-time as a delivery driver for UPS. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Angela Abbott is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America, Inc. Abbott is also associated with Zimmer Financial Group LLC in a financial advisory capacity and utilizes Highland Capital for clients' term insurance needs. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

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.

Michael Gillespie is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Tax Management Services, MML Investors Services, and MassMutual Life Insurance. Gillespie is involved with Gillespie & Associates Financial Services, where he analyzes and recommends life, disability, and long-term care insurance products, as well as funeral trusts and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a broad range of investment options and uses various tools and platforms to construct and manage client portfolios.

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.