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.

Anthony Naniot is a Series 66-licensed financial advisor at Edward Jones in De Pere, Wisconsin, with 13 years of industry experience. He has been with Edward Jones since 2013. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Patrick Minskey is a financial advisor at LPL Financial in Appleton, WI, holding Series 63 and Series 66 licenses with 16 years of industry experience. He worked at Edward Jones for eight years before joining LPL Financial in 2018. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Isaac Quella is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 license and three years of industry experience. He has been with LPL Financial since 2018 and previously worked at the University of Wisconsin-Stout and Ridgeway Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL and third-party providers.

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.

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.

Roxanna Bruss is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera in De Pere, WI. She has been with Cetera and its related entities since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and custodial relationships.

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.

Corey Wiegel is a Series 66 licensed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2007, totaling 18 years of industry experience. He serves as president of the Papermaker Gridiron Association, a volunteer role involving oversight of rules compliance and assistance with financial and operational matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Daniel Lambert is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Thrivent Investment Management and its predecessor entity since 2002, including his current tenure beginning in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management services separate.

Ross Ritchie is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Thrivent since 2012 in various capacities, including roles at Thrivent Distributors LLC and Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. Their approach includes holistic, goal-based analyses and written recommendations across multiple financial planning topics, offered through a network of advisors without discretionary trading authority.

David Adams is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial and Community First Credit Union, he spent over a decade at JP Morgan Securities LLC and JP Morgan Chase Bank. He is also a licensed notary. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Andrew Zimmer is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and Multicolor Corp. He is also associated with Zimmer Financial Group, LLC, a separate financial advisory entity. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple asset classes.