Daniel Fox is a Series 65-licensed financial advisor with Endowment Wealth Management, Inc., bringing 12 years of industry experience. He is also the managing member and principal of Fox Financial Group, a financial consulting firm serving private, closely held businesses, where he dedicates most of his professional time. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, retirement plan consulting, alternative investment advisory, and family office services. The firm applies an endowment investment philosophy that categorizes assets into growth, income, and risk-managed buckets, implementing customized portfolios through various management structures and private placements.

Ryan Remmel is a financial advisor at Harbour Investments, Inc. with over 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2024. In addition to his role at Harbour, he operates Remmel & Associates, where he works as an independent insurance agent, including offering equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Chad Backes is a financial advisor with OSAIC Institutions, Inc. in New London, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, First State Bank, Investment Centers of America, and SII Investments, Inc., with a longstanding involvement at First State Bank since 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure with a focus on delegated investment management and diverse client control options.

John Koch is a CFA® charterholder affiliated with Mercer Global Advisors Inc. He has a combined 11 years of industry experience, including a decade at iSectors, LLC. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Tina Grenlie is a financial advisor at Osaic Institutions, Inc. with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Edward Jones, Principal Securities Inc, and Thrivent Financial. Outside of her advisory work, she serves on the audit committee of Trinity Lutheran Church and participates in community activities such as the American Legion Auxiliary and a local ladies golf league. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Scott Hanadel is a financial advisor with The Huntington Investment Company in New London, WI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work experience includes roles at FBL Marketing Services, FBL Financial Group, Firstmerit Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with portfolio management and trade execution supported by National Financial Services.

Justin Levanetz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Cetera Investment Services, and Ameriprise. Outside of financial services, he is involved in an entertainment business through Levanetz Entertainment. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

April Rasmussen is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and is based in New London, Wisconsin. April has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Corey Wiegel is a Series 66 licensed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2007, totaling 18 years of industry experience. He serves as president of the Papermaker Gridiron Association, a volunteer role involving oversight of rules compliance and assistance with financial and operational matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Bradley Borgen is a CFP® professional with 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of Albree LLC, an LLC managing a rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jennifer Bruzas is a financial advisor with Raymond James & Associates in New London, WI, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes 13 years at SII Investments before joining Raymond James in 2018. She also serves as a FINRA arbitrator, participating on panels to review and decide on arbitration cases. 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 wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary advice.

Christopher Crotty is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Crotty serves as Treasurer and Chairman on the Board of Directors for Fox Valley Young Life. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet certain asset criteria, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jennifer Gardner is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has been with Thrivent and its related entities since 2022. Outside of her advisory role, Gardner serves as Commander of American Legion Post 512 and is the treasurer for Boy Scout Troop 59, managing the troop’s financial accounts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial planning advice on a range of topics without implementation. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Gregory Fuerst is a financial advisor with RBC Capital Markets in Fremont, WI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work history includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

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.

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.

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.

Elijah Sorem is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at TC Transcontinental for four years and was employed at Appleton North High School for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations.

Nadine Tarabishi is a CFP® professional with 21 years of industry experience. She has been with Edward Jones since 2019 and previously worked at Private Client Services, Nicolet Advisory Services, SII Investments, and NYLife Securities. Nadine holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors.

Kip Wenninger is a financial advisor at Edward Jones in Appleton, WI, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and operates under a fiduciary standard.