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 bringing 20 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Dividend Capital Securities for eight years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Jennifer Dreifuerst is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2021 and previously held positions at BMO Harris Financial Advisors and SII Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement consulting, utilizing both discretionary and non-discretionary management approaches.

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.

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.

Brett Thom is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is the registered agent for Thom Northern Nest, LLC, an LLC related to condo ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by specialized committees.

Belinda Dahl is a financial advisor with LPL Financial based in Neenah, WI, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her prior work includes roles at BMO Bank NA and BMO Harris Bank, as well as over two decades at The Limited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

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.

Brian Wloszczynski is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous work history at Wells Fargo Clearing Services and BMO Harris Financial Advisors. He is also involved with BPW Investments LLC, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a range of model portfolios and research resources.

Paul Meyer is a financial advisor with Osaic who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for two decades before joining Osaic in 2025. Meyer serves as a board member for a nonprofit organization, Soar Fox Cities, and is involved in life settlement and insurance-related activities for clients. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct portfolios across various asset classes.

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 at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked for the US Department of Labor in the Wage and Hour Division for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

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.

Derek Schanhofer is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2012. His background includes roles within Ameriprise Financial Services, Inc. He is involved in independent insurance brokering and holds board positions with MHO, Inc. and LALPOA. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.