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.

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.

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.