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.

Hugo Bosselaar is a financial advisor with Fidelity Investments in De Pere, Wisconsin, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Whole Foods Market, Lifetime Fitness, Starbucks, and 5 Star Nutrition prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad array of investment products, including mutual funds, ETFs, and fund-of-funds.

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.

Greg Romanowski is a financial advisor at Thrivent Investment Management in Appleton, WI, holding Series 66 and Series 63 designations with 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he performs stand-up comedy on a freelance basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate service structures.

Robert Geenen Jr. is a financial advisor at Robert W. Baird & Co. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 1994 and at Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Evan Connolly is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Instacart and held academic positions at the University of Wisconsin - Green Bay and the University of Mary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wendy Tesch is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Sagepoint Financial, Inc. and Investment Concepts during her career. In addition to her advisory role, she operates a sole proprietorship providing insurance services in life, accident, health, and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, leveraging various investment tools and third-party solutions to construct diversified portfolios across different asset classes.

Jule Butler is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory work, Butler owns and operates a tax preparation service and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts through financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options and employs both proprietary and third-party investment strategies tailored to client objectives.

Leonard Stadtmueller is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wealth Plan and Harbour Investments from 2015 to 2022. Outside of his advisory role, Leonard serves on the Board of Directors for St. Francis Xavier Parish and is a trustee of the Dufek Charitable Foundation. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written retirement income recommendations through a centralized consulting team.