Stacy Gonnering is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Thrivent-affiliated firms since 2007, including her current role at Thrivent Financial since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option while maintaining separation between planning and portfolio management services.

Christopher Marshall is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 66 designations and 20 years of industry experience. He previously worked at Dividend Capital Securities for eight years before joining LPL Financial in 2019. 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 various financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Matthew Kletti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company, where he has worked since 2016. Outside of finance, he is a part owner of Appleton Beer Factory, a restaurant and bar where he is involved in marketing and brewing activities. 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 offers financial planning, asset management, and educational seminars, employing firm-approved software for goal analysis and delivering written recommendations without discretionary investment authority.

Jennifer Dreifuerst is a Series 66-registered financial advisor with 7 years of industry experience. She currently works at LPL Financial and has prior experience at BMO Harris Financial Advisors and SII Investments. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Francis Hinnendael is a financial advisor with Ameriprise in Greenville, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns and manages New Leaf LLC, an advisory-related business based in Appleton, WI. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Heather Hilgenberg is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at East Wisconsin Savings Bank for 17 years before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering one-time or ongoing financial planning without portfolio management for institutional clients. The firm uses goal-based analyses and offers a combined planning and managed-account program called “WealthPlan” under separate service agreements.

Belinda Dahl is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to her career in finance, she spent over two decades at The Limited. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Ethan Cinealis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Acuity, A Mutual Insurance Company, Trane Technologies, and Kallista. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Weier is a financial advisor with Raymond James & Associates in Appleton, WI, holding Series 65 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax, LPL Financial, and operating his own firm, Jason P Weier Financial Services LLC. Outside of advising, he is a partner in a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services with a range of portfolio management options.

Brian Wloszczynski is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Wells Fargo Clearing Services, BMO Harris Financial Advisors, and M&I Financial Advisors. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a broad network of investment adviser representatives.

Paul Meyer is a financial advisor at OSAIC with a Series 66 registration and 21 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 20 years before joining OSAIC in 2025. Meyer serves as a board member for the nonprofit organization Soar Fox Cities and assists clients with life settlements, insurance products, and disability income insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation tools, risk-tolerance assessments, and a broad range of investment options, including third-party managed accounts.

Stephanie Kobin is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones in Appleton, WI. She has been with Edward Jones since 2013. Outside of her advisory role, she participates occasionally in direct sales and wellness network marketing activities on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Janelle Fuhrmann is a financial advisor at Thrivent Investment Management with 39 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Fuhrmann has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its Dedicated Planning Service.

Timothy Vandenboom is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with the US Department of Labor’s Wage and Hour Division. Outside of his advisory role, he is involved in a real estate rental business in Madison, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

James Ebben is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2008. He has 17 years of industry experience and has also been with Thrivent Financial for Lutherans since 2000. Outside of his advisory role, he participates in car racing during the summer months. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses addressing various planning topics and provides ongoing or one-time advisory relationships without discretionary trading authority.

Jordan Cassiani is a financial advisor with OSAIC in Appleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked with Woodbury Financial Inc. and Legacy Investment Services. Outside of his advisory role, Cassiani is the CEO of JVC Leasing, which leases equipment. OSAIC Wealth, Inc. serves a diverse client base including individual, institutional, and high-net-worth investors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple investment types, supported by a complex platform footprint and a variety of third-party service arrangements.

Jeffrey Werner is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, Werner serves as a trustee for a parents trust, is a member of the investment committee for the Community Foundation for the Fox Valley Region, and is a director at First State Bancshares. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ben Schoenebeck is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of experience at the firm. Prior to joining Baird, he worked in the education sector for 15 years, including roles with the Hortonville Area School District and the Wake County Public School System. Baird’s DDK Group serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, internal research, and technology tools, managing approximately $394 billion in assets as of the end of 2025.

Kaylee Graefe is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to her current role, she worked as an independent Tupperware consultant and served as a childcare assistant at the Appleton YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors.

Ryan Pomerening is a financial advisor with Edward Jones in Kaukauna, Wisconsin, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at MFL-MarMac Community School District as a football coaching consultant and has experience with Community Insurance of Iowa and Isle of Capri Casinos Inc. He has been involved as a coach at MFL MarMac High School for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.