Roger Clark is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 65 and Series 63 licenses and 18 years of industry experience. His career includes roles at Primerica Financial Services since 1999 and service in the US Army Reserves from 2007 to 2018. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies managed by third-party asset managers and operates with approximately 3,961 advisors and $15.5 billion in assets under management.

Nicholas Wrasse is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

John Wilke Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with OSAIC. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and has also taught English as a second language to South Korean students through Rise Education Korea. He provides ESL instruction online outside of securities trading hours. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms. The firm operates a complex corporate structure involving mergers and private equity ownership.

Zachary Showalter is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at First Business Bank for five years and Morgan Stanley for one year. He attended the University of Wisconsin - Madison from 2012 to 2017. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Brianna Bratland is a financial advisor with Robert Baird & Co. holding a Series 66 designation and two years of industry experience. Prior to joining Baird, she worked with the Wisconsin Early Autism Project. Outside of her advisory role, she provides in-home care services as a long-term support caregiver for a child with developmental disabilities. Brianna is part of The DDK Group within Baird’s Private Wealth Management practice, which offers tailored financial planning and portfolio management services to a range of clients including individuals, families, pensions, and charitable organizations. The group employs a variety of investment strategies and overlays to align with client goals and risk tolerances.

Kyle Lukowitz is a financial advisor at Edward Jones in Kimberly, WI, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and 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.

Adam Christnovich is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kelly Duel is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. Prior to joining Cambridge, Duel has worked at Plexus Corp since 2004 in the electronics manufacturing sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Cody Johnson is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with personalized advisor input and emphasizes the use of affiliated funds within its advisory solutions.

Luke Pingel is a financial advisor with Osaic Wealth, Inc. based in Appleton, WI, holding a Series 66 designation and three years of industry experience. He previously worked at Woodbury Financial Services and Northwestern Mutual. Outside of advising, Pingel assists as a wedding DJ and serves as an assistant track coach at Freedom High School. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and nonprofit clients through a large network of advisers and platforms. The firm offers integrated brokerage, advisory, financial planning, and managed account services using asset allocation tools, risk assessments, and a mix of investment products.

Larry Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and is also involved in web design and development through Aple Consulting Inc., a business he has managed since 1997. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, providing access to multiple program structures and third-party managers through a large nationwide network of advisors.

Joshua Hagman is a financial advisor with Robert W. Baird & Co. in Fox Valley, Wisconsin. He holds a Series 66 designation and has seven years of industry experience, including eight years at Baird and fourteen years previously at Cortina Asset Management, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Stacy Dobberstein is a financial advisor at Thrivent Investment Management in Appleton, WI, with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at Thrivent Financial and Celebration Lutheran Schools. 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 financial planning combined with a managed-account program under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

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.

Nicole Riley is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing six years of industry experience. She has worked at Edward Jones since 2013, with a brief period at Valley Pest Control and Pioneer Pub. Outside of her advisory role, she serves as the JV1 volleyball coach at New London High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory and investment options. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

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.

Angela Simon is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Primerica Advisors since 2017 and has been affiliated with Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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.