Sean Wilkinson is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Prior to his advisory career, he worked at Black Hills Trucking and within the Campbell County School District. In addition to advisory services, he engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Julie Cassiani is a financial advisor at OSAIC with 28 years of industry experience. She previously worked for Woodbury Financial Services Inc. for 22 years before joining OSAIC in 2024. Cassiani holds Series 63 and Series 65 licenses and is located in Appleton, WI. She is also an insurance agent specializing in health insurance and fixed products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Nathan Lacoursiere is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Thrivent Financial. Outside of his advisory role, he operates an Etsy shop that produces and sells 3D printed miniatures for tabletop games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account programs under a consolidated billing option.

Cavan Metzler is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial and Capital Credit Union in 2026, he worked at Ameriprise from 2017 to 2026. Outside of his advisory work, Metzler is involved with First Choice Talent Agency, a modeling agency. 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 financial planning and investment management services via a large network of investment adviser representatives, supported by various advisory platforms and third-party asset management options.

Mark Lowery is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Lowery also manages his own advisory business through MC Lowery LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Michael Hamilton is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jesse Fenske is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and investment management services separate.

Matthew Marcinske is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI. He holds the Series 66 designation and has recently started his career in the industry. Prior to joining Cambridge, he worked at Legacy Financial Services and the Bank of Luxemburg. Outside of finance, he has experience with RunAway Shoes and Tagalong Golf Course. 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 plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Laura Sorenson is a financial advisor at Edward Jones with over 11 years of experience, holding a Series 66 designation. Prior to her role at Edward Jones, she performed administrative duties in public relations for Sorenson Builders, Inc., a new construction and remodeling company. She has also worked seasonally as an administrative assistant for Reliance Accounting and Tax Services. 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 nationwide network of approximately 23,701 financial advisors.

Charles Butler Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Stifel and B.C. Ziegler and Company. Outside of finance, he serves as a senior pastor at Breakthrough Covenant Church in Appleton, WI, where he preaches and teaches the Bible. 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 advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bethany Fischer is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Thrivent Investment Management Company since 2020 and was previously with Thrivent Investment Management Inc. from 2014 to 2019, maintaining a continuous relationship with Thrivent Financial for Lutherans since 2013. 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 without discretionary trading authority, allowing clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michael St Marie is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2026, he spent nine years at Ameriprise Financial Service, LLC, and also worked with CUSO Financial Services and Community First Credit Union. He serves on the board of the New London Utility Commission and owns a tax preparation business, St Marie Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment strategies and operational support tools, serving over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

James Zuleger is a financial advisor with Robert W. Baird & Co., holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he serves as a compensated board member for Keller Inc. and as treasurer on the Xavier Foundation Board. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary strategies, tax-management, and direct indexing, supported by internal research and ongoing manager oversight.

Dane Klintworth is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2012, following prior roles at Ameriprise and Edward Jones. 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, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Bart Malcomson is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial plans and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management functions.

Kenzi Griffith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Cambridge Investment Research since 2021 and has a background that includes time at Baird and the Wisconsin Athletic Club. Outside of advising, Kenzi is the owner of a yoga studio in Neenah, WI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Brian Paulson is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, he is involved with BA Paulson Financial, LLC, which rents office space to other advisors. 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 and third-party asset management, supported by a large network of investment adviser representatives.

Matt Vanden Heuvel is a financial advisor with Raymond James & Associates in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked for RBC Capital Markets Corporation for 13 years. He serves on the boards of two nonprofits, including as president of the St. Francis Xavier Foundation and as a board member of the Life Tools Foundation, which provides tutoring services to low-income students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting through a variety of advisory programs, combining multiple portfolio management styles with research and model manager options, and provides municipal advisory services alongside its investment offerings.

Elizabeth Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has worked at Thrivent since 2021 and has prior experience with Packerland Brokerage Services Inc and Brian Vandehey Insurance & Financial Planning. Outside of her advisory role, she is an independent distributor for Young Living, a company specializing in essential oils and natural products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while keeping these services separate and does not provide portfolio management for institutional clients.

Jacqueline Zuleger is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she works as a consultant for Beautycounter and is a clothing sale associate at a boutique in Appleton, WI. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment strategy methodology developed by its Investment Strategy Group.