Cody Floeter is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent and its predecessor entities since 2006 and holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Dana Fenili is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Wells Fargo in 2017, she worked at J.P. Morgan Securities from 2012 to 2017. Outside of her advisory role, she serves as a trustee for her parents' trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary in delivering tailored investment advice.

Lisa Churas Werner is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, based in Neenah, WI. She has 22 years of industry experience and has been with Cambridge Investment Advisors Inc. and Cambridge Investment Research Inc. since 2013. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies via multiple platform arrangements and both proprietary and third-party models.

Bryan Delwiche is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and Charles Schwab Bank. He is based in Appleton, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Jeremy Bardon is a CFP® professional affiliated with LPL Financial, bringing 28 years of industry experience. He has held roles at LPL Financial since 2008, with a period at Northwestern Mutual Investment Services and BMO Harris Financial Advisors, where he continues to be involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives using a variety of portfolio and asset allocation strategies.

Michael Vanhoof is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including SagePoint Financial, Inc., AIG Bank, and his own firm, Van Hoof Investments, Inc., which he has owned since 1998. Vanhoof also participates as an associate member of the Knights of Columbus, a Catholic fraternal organization involved in charitable activities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolio construction using various financial instruments and third-party money managers.

Kasey Sipiorski is a Financial Consultant currently working at Fidelity Investments. In this role, Kasey partners with clients to develop personalized financial plans focused on retirement, emphasizing tax-efficient investment strategies to help clients build, protect, and enjoy their wealth with confidence. Kasey has extensive experience in the financial services industry, having served in various capacities including Investment Consultant and High Net Worth Associate at Fidelity Investments, as well as Financial Advisor roles at OneWisconsin Financial Group, Vision Financial, and Thrivent Financial. This experience underpins Kasey's approach to co-creating adaptable financial plans tailored to client needs. Kasey holds an AR Insurance License. Outside of professional responsibilities, Kasey has interests in art, golf, kayaking, motorcycles, music, and writing.

Patrick Minskey is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for eight years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Isaac Quella is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2018, he worked at the University of Wisconsin-Stout and Ridgeway Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,000 advisors.

Erika Scheibe is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and three years of industry experience. She has been with Thrivent Investment Management since 2022 and previously worked at AT&T from 2013 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic 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.

Aaron Spielbauer is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at Everts & Associates and Ornua Ingredients North America. He is also involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.

Arliss Wilkinson is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to his advisory role, he worked at Nelson Brothers Mining Services and in education with the Campbell County and Hortonville School Districts. Outside of his financial advisory work, Wilkinson is a self-employed mystery shopper and also engages in various delivery and driving services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Huong Tran is a financial advisor at Ameriprise in Appleton, WI, holding Series 65 and Series 66 licenses with 11 years of industry experience. Her prior roles include positions at LPL Financial and Prospera Credit Union. Tran is also involved with TRLT Ventures LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Craig Meyer is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 credential and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of advising, he owns and operates Watertax, Inc., a tax services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Michael Zimmer is a CFP® professional with 33 years of experience in the financial advisory industry. He is currently with OSAIC, having joined in 2024, and previously worked with Securities America Advisors, Inc. and Next Financial Group Inc. Outside of his advisory work, Zimmer serves as President and Board Member of the Fox Valley Golf Club. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a variety of asset classes and supports multiple advisory platforms and legacy account transitions.

April Rasmussen is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and is based in New London, Wisconsin. April has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Thomas Martine is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options alongside traditional investment products.

Shane Zillmer is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to Edward Jones, he worked at Logistic PM LLC for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Cartwright is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory role, he is also an investment advisor representative with Legacy Investments and Services Inc., where he discusses insurance with clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios tailored to client risk tolerance.

Nathan Kaull is a financial advisor at Robert W. Baird & Co. in Fox Valley, WI, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at UW Credit Union and the University of Wisconsin Madison. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing customized financial planning and portfolio management services. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and tax-management overlays.