Eric Loughrin is a financial advisor with Osaic, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and US Venture Inc. He also operates Zimmer Financial Group LLC, providing financial advisory services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a wide range of investment types.

Shawn Murphy is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having four years of industry experience. His work history includes roles at Thrivent Financial and Bare Bones Brewery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

Mark Kanyanta is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2020, he worked at BMO Harris Financial Advisors and several other firms. He is also involved with Black Diamond Enterprises as an associate advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Brian Elmer is a Series 66-registered financial advisor with LPL Financial, based in Kimberly, Wisconsin, and has five years of industry experience. His background includes roles at Capital Credit Union, CUSO Financial Services, and First Business Bank. Outside of finance, he co-owns Allie & Brian Photography LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a broad platform and extensive network of investment adviser representatives.

Christopher Kruck is a financial advisor with Ameriprise in Sturgeon Bay, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is involved in managing a real estate business through ownership of Door Peninsula Rental LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in collaboration with its financial advisors.

Kristin Schumacher is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has worked with Thrivent and its predecessor since 2003. Outside of her advisory role, she is a partner in a family-formed liability shelter partnership for their hunting land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics without discretionary trading authority or institutional portfolio management.

Ryan Armock is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has worked at several Cetera affiliates since 2022, following prior roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Private Client Services, and SII Investments. Outside of his advisory work, Armock is president of Era of Blooms, LLC, a floral design business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Christopher Cochrane is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors from 2013 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he has a 50% ownership interest in a cattle farm in Oshkosh, WI. 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 uses research-driven investment strategies and offers a range of brokerage and advisory solutions supported by a large network of financial professionals.

Patrick Loritz is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial and BMO Financial Group. He is also affiliated with Tenacity Advisory Group, where he shares best practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Carmen Buss is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with Thrivent and its related entity, Thrivent Financial for Lutherans, since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account services through a consolidated billing option, maintaining separate planning and portfolio management functions.

Elizabeth Kulhavy is a financial advisor at Robert Baird & Co. with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 1986. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Jeffrey Daye is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial in Appleton, WI. His prior experience includes roles at BMO Bank, Annex Wealth Management, CliftonLarsonAllen Wealth Advisors, LLC, and Schenck Investment Solutions, LLC. He is also a co-owner of Erika's Sweets Boutique, LLC, a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions and supports advisors with advanced research and operational tools.

Bret Verstegen is a CFP® certificant associated with LPL Financial, with three years of industry experience. He has held roles at LPL Financial, Isthmus Partners, LLC, and RBC Wealth Management. Verstegen has also worked in non-financial roles including at Champs Sports and Omni Glass & Paint. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Gabriel De Casas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He began his career in this field in 2024. Prior to joining the firm, he held various roles including positions at Ave Maria University and State Farm. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Cody Floeter is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent and its predecessor entities since 2006 and holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Dana Fenili is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Wells Fargo in 2017, she worked at J.P. Morgan Securities from 2012 to 2017. Outside of her advisory role, she serves as a trustee for her parents' trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary in delivering tailored investment advice.

Lisa Churas Werner is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, based in Neenah, WI. She has 22 years of industry experience and has been with Cambridge Investment Advisors Inc. and Cambridge Investment Research Inc. since 2013. Cambridge Investment Research Advisors is an 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 plan advisory through a network of independent Financial Professionals, providing tailored strategies via multiple platform arrangements and both proprietary and third-party models.

Richard Murray is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and operates a seasonal Christmas tree farming business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bryan Delwiche is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and Charles Schwab Bank. He is based in Appleton, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Jeremy Bardon is a CFP® professional affiliated with LPL Financial, bringing 28 years of industry experience. He has held roles at LPL Financial since 2008, with a period at Northwestern Mutual Investment Services and BMO Harris Financial Advisors, where he continues to be involved. 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 financial planning, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives using a variety of portfolio and asset allocation strategies.