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 at LPL Financial with 10 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. He is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Andrew Zimmer is a financial advisor with Osaic Wealth, Inc., holding CFP® and Series 66 credentials and three years of industry experience. He previously worked at Securities America, Inc. and Multicolor Corp. Zimmer also operates Zimmer Financial Group, LLC, providing financial advisory services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

Kyle Courtney is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. He previously worked at Edward Jones and Global Data Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Bradley Borgen is a CFP® professional with 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of Albree LLC, an LLC managing a rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Kay Knuth is a CFP® professional with 41 years of experience in the financial services industry. She has been with Cambridge Investment Research Advisors since 2007, following a three-year tenure at Invest Financial Corporation. Outside of her advisory role, Knuth is involved in pro bono financial counseling for a domestic abuse program and serves on the board of a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing multiple platforms and strategies tailored to client objectives.

Trisha Tetzlaff is a financial advisor with Mass Mutual Investors Services in De Pere, WI, holding Series 63 and Series 65 registrations and 18 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2017 and previously at Transamerica Financial Advisors, Inc. from 2012 to 2017. Outside of her advisory role, she serves as secretary for the Tetzlaff Family Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and offers asset management, wrap and money-manager programs, and educational seminars.

Charles Betz is a financial advisor with MassMutual Investors Services holding a Series 66 credential and two years of industry experience. He has worked at MassMutual Life Insurance Company and MML Investors Services since 2021. Betz also owns Betz Financial Services LLC, a consulting business that assists advisors at his firm with lead generation, new business processing, and improving marketability. 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 ongoing financial planning, asset management programs, and educational seminars.

Christopher Crotty is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Crotty serves as Treasurer and Chairman on the Board of Directors for Fox Valley Young Life. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet certain asset criteria, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Lampereur is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Provisions Wealth Planners. Outside of his advisory work, he operates an eBay store specializing in vintage outboard, boat, and snowmobile parts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing broad financial planning on topics such as retirement, tax, estate, and business continuation without portfolio management or implementation of recommendations.

Dustin Gubin is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning in areas such as retirement, tax, estate, and special needs planning, without managing discretionary portfolios for institutional clients.

Chad Vandenbusch is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wayne Hummer Investments for 18 years and Stifel for one year. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Daniel Thies is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and MassMutual Life Insurance Company. He is also the owner and operator of Custom Financial Strategies, providing investment advisory services and life and health insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Chase Vande Yacht is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience and a Series 66 designation. He previously worked at Woodbury Financial Services and Tax Management Services/SII Investments. He is the owner of Tax Management Services, Inc. and serves as a board member of the nonprofit First Tee of Northeast Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory services, and access to third-party investment platforms through a broad network of affiliated advisors.

Thomas Julian is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with MetLife Securities Inc. Since 2021, he has served as treasurer of St. Matthew Orthodox Church, managing financial responsibilities for the nonprofit. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning through collaborative, annual engagements using firm-approved tools to deliver written recommendations.

Jake Buman is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial, Community First Credit Union, CUSO Financial Services, and BMO Harris Bank. Outside of advising, he is the owner of MUSKY RED LLC, a real estate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers various financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies under multiple platform arrangements.

Staci Allen is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at LPL Financial and Anchor Bank. Outside of her advisory role, she is involved in several non-investment ventures, including consulting for Seint, part-time employment with Oliveda, and participation in a travel and lifestyle membership business, Club Viago. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Michelle Atwell is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Nicolet National Bank and Nicolet Wealth Management. She is also an associate financial advisor at DP380 LLC, providing comprehensive financial planning and money management services. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-based recommendations that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gustavo Cueto is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes over two decades at Northwestern Mutual and related entities, as well as several years working alongside Brian Dierks. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm’s approach separates planning and managed accounts, with an emphasis on comprehensive, written recommendations across a range of financial topics.