Thomas Zimmer is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America, Inc. and Next Financial Group Inc. Outside of his advisory work, he holds a notary public position and has been involved in fixed insurance and long-term care insurance services through Zimmer Financial Group, LLC. He is also a partial owner of the building where he conducts his financial advisory services and has past experience as a modeling services independent contractor. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of tools and platforms to construct and manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Diane Lightfield is a financial advisor with Robert W. Baird & Co. in Fox Valley, WI, holding Series 65 and Series 66 licenses and 17 years of industry experience. She has been with Baird since 2008. Outside of her advisory role, she serves as Treasurer for PEO International, where she helps develop the budget and collects dues. Diane is part of the DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Brian Asendorf is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he is a part owner of Asendorf Solar Farm LLC, a solar farm project established on land leased in Minnesota. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services through a large nationwide network of advisors and branches.

Charles Nelson is a financial advisor with Primerica Advisors in Kaukauna, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2000 and is also associated with JG Weber, LLC. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan services.

Melissa Hartzheim is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with two years of industry experience. She has worked at Edward Jones since 2016, with a brief period of unemployment in 2016. Outside of her advisory role, she owns and operates The Hartzy Haven, a small business focused on creating and selling art pieces including acrylic paintings, ceramic coasters, wood signs, and décor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market options. The firm is notable for its extensive network of financial advisors and branch offices, as well as for providing additional services such as trust company capabilities and securities-based lending.

Kal Overlien is a financial advisor with Edward Jones in De Pere, Wisconsin, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Susan Powell is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Outside of her advisory role, she works as a delivery driver for packages and groceries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across multiple financial areas. The firm offers integrated planning and managed-account solutions without discretionary trading authority for its planning services.

William Lohrenz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Lohrenz also owns Lohrenz Financial LLC and is involved in insurance sales, including fixed life, health, and annuities, through several business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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 at LPL Enterprise with 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. He is based in Appleton, Wisconsin. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to brokerage and insurance products through an integrated platform.

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.

James Wendland is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in education for over a decade at Fox Valley Lutheran High School and St. Croix Lutheran Academy. He is also pursuing involvement as a youth and high school basketball official in Appleton, WI. 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 network of financial advisors and branch offices nationwide.

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 credentials and over 28 years of industry experience. His prior roles include positions at Investors Capital Corporation and Cetera Advisors LLC. He is also involved in web design and development through Aple Consulting Inc., a business he has operated since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, leveraging both affiliated and third-party managers to deliver diversified investment solutions.

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.