Nathan Kaull is a financial advisor at Robert W. Baird & Co. in Fox Valley, WI, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at UW Credit Union and the University of Wisconsin Madison. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing customized financial planning and portfolio management services. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and tax-management overlays.

Daniel Lambert is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Thrivent Investment Management and its predecessor entity since 2002, including his current tenure beginning in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management services separate.

Corbin Keller is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Keller is a majority owner of Packerland Office Center, LLC, where he manages an office building and related property maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Ross Ritchie is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Thrivent since 2012 in various capacities, including roles at Thrivent Distributors LLC and Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. Their approach includes holistic, goal-based analyses and written recommendations across multiple financial planning topics, offered through a network of advisors without discretionary trading authority.

David Adams is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. He is also commissioned as a notary. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Andrew Zimmer is a financial advisor with Osaic Wealth, Inc., holding CFP® and Series 66 credentials and three years of industry experience. He previously worked at Securities America, Inc. and Multicolor Corp. Zimmer also operates Zimmer Financial Group, LLC, providing financial advisory services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

Kyle Courtney is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. He previously worked at Edward Jones and Global Data Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

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.

Amanda Garrison is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2017. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kay Knuth is a CFP® professional with 41 years of experience in the financial services industry. She has been with Cambridge Investment Research Advisors since 2007, following a three-year tenure at Invest Financial Corporation. Outside of her advisory role, Knuth is involved in pro bono financial counseling for a domestic abuse program and serves on the board of a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing multiple platforms and strategies tailored to client objectives.

Trisha Tetzlaff is a financial advisor with Mass Mutual Investors Services in De Pere, WI, holding Series 63 and Series 65 registrations and 18 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2017 and previously at Transamerica Financial Advisors, Inc. from 2012 to 2017. Outside of her advisory role, she serves as secretary for the Tetzlaff Family Foundation. 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 provides ongoing financial planning using firm-approved software and offers asset management, wrap and money-manager programs, and educational seminars.

Charles Betz is a financial advisor with MassMutual Investors Services holding a Series 66 credential and two years of industry experience. He has worked at MassMutual Life Insurance Company and MML Investors Services since 2021. Betz also owns Betz Financial Services LLC, a consulting business that assists advisors at his firm with lead generation, new business processing, and improving marketability. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars.

Julie Mattek is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and eight years of industry experience. She has worked with Thrivent and its affiliates since 2017. Prior to her finance career, Mattek spent over two decades at the Animal Hospital of Ashwaubenon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across multiple areas such as retirement, tax, and estate planning, with ongoing reviews and the option to combine planning with managed-account services under a consolidated billing system.

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.

Mark Lampereur is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Provisions Wealth Planners. Outside of his advisory work, he operates an eBay store specializing in vintage outboard, boat, and snowmobile parts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing broad financial planning on topics such as retirement, tax, estate, and business continuation without portfolio management or implementation of recommendations.

Dustin Gubin is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and its affiliated entities since 2015. 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 analyses and planning in areas such as retirement, tax, estate, and special needs planning, without managing discretionary portfolios for institutional clients.

Chad Vandenbusch is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wayne Hummer Investments for 18 years and Stifel for one year. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Daniel Thies is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and MassMutual Life Insurance Company. He is also the owner and operator of Custom Financial Strategies, providing investment advisory services and life and health insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Chase Vande Yacht is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience and a Series 66 designation. He previously worked at Woodbury Financial Services and Tax Management Services/SII Investments. He is the owner of Tax Management Services, Inc. and serves as a board member of the nonprofit First Tee of Northeast Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory services, and access to third-party investment platforms through a broad network of affiliated advisors.

Heather Weller is a CFP® certificant affiliated with RBC Capital Markets, LLC, based in Green Bay, WI, with experience spanning roles at Associated Bank, N.A. and City National Bank. She has been with RBC Capital Markets since 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.