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.

Timothy Fuller is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and 23 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2002, along with business activities in sales of investment-related and home service products. Outside of finance, he owns and operates an Airbnb rental in Oshkosh. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed account options under a tiered wrap-fee structure.

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.

Kenneth Hinrichs is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans since 2005. Outside of his advisory role, Hinrichs serves as president and board member of the Boys and Girls Club of Oshkosh and is involved with the Hooper Community Center Inc., which provides office space for charitable organizations. He also owns Deertrack Aviation LLC, through which he manages recreational use of a private aircraft. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates planning with managed-account options under a consolidated billing structure while maintaining separate services.

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.

Elizabeth Hodson is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Thrivent Financial and other firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

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.

Grant Stettler is a financial advisor at Edward Jones in Oshkosh, WI, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he oversees operations at a restaurant and bar through GW Hospitality Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

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.

Kari Hartjes is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 credential and six years of industry experience. She has worked at Thrivent Financial and Edward Jones during her career, with multiple roles at Thrivent since 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan.”