Jennifer Carr is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services LLC and Associated Investment Services, Inc. Outside of her financial advisory role, she is involved in several community and service activities, including working as a beauty consultant, serving at local restaurants and event venues, assisting elderly and disabled individuals, and volunteering at a religious institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing both in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and integrated services.

Richard Vezina is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has previously worked at Merrill, Bank of America, and City National Bank. Outside of his advisory role, he is involved in several business activities including managing LLCs related to real estate holdings and aircraft ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers customized investment strategies and advisory programs, utilizing both in-house and third-party managers to tailor portfolios according to client risk profiles.

Polly Roeser is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She previously worked at Merrill from 2012 to 2020 before joining RBC Capital Markets in 2020. Outside of her advisory role, she serves as an election day volunteer in the City of Green Bay Clerk's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

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 financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Artisan Partners and EY. Matthew is associated with VandenBoom Verstegen Wealth Management as an investment representative. 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 a range of financial planning and investment services through a large network of advisors, combining advisory platforms with non-advisory financial activities.

James Fischer is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He worked at Woodbury Financial Services, Inc. for 27 years before joining LPL Financial in 2018. Fischer also serves as a notary. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Wilson is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of Luxemburg Raymond James. He serves as a board member of the Walk on Arts Foundation, a nonprofit organization based in De Pere, WI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

Emilie Dercks is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Community First Credit Union, CUSO Financial Services, Wells Fargo Clearing, and Wells Fargo Bank. 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 institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, and institutional platforms.

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.

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.

Eric Pelnar is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Sii Investments. Outside of advisory work, he serves as a board member of the Estate Planning Council of Northeast Wisconsin, where he assists with continuing education and event organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms and legacy programs.

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, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at LPL Financial since 2018 and previously served at INVEST Financial Corp and Valley Financial Group, Inc. in Appleton, WI. 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 institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by a large network of advisors.

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.