Michael Spielvogel is a Series 66 licensed financial advisor with LPL Financial, based in Appleton, WI, and has three years of industry experience. His prior work history includes roles at Cambridge Investment Research and Linked Living Homes, along with service in the Wisconsin Army National Guard. 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 portfolios, third-party asset management, and institutional platforms.

Marshall Johnson is a financial advisor with Ameriprise in Neenah, WI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Ameriprise since 2018 and previously at Investment Professionals Inc. Johnson is also the owner and operator of Harvest Wealth Management, LLC, a financial advisory business based in Appleton, WI. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

David Purcell is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Robert Baird & Co. since 1997 and Nmis since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Ryan Johnson is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Wells Fargo Clearing in Appleton, WI. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Isaiah Van Roy is a Series 66 licensed financial advisor with Edward Jones in Neenah, WI, with one year of industry experience. Before joining Edward Jones, he worked at Americold Logistics Inc. as a lift truck operator for three years. 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, separately managed accounts, and affiliated mutual funds. The firm is known for its large network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Roy Olson III is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. He has worked at Thrivent Financial and its predecessor entities since 2008, with a one-year employment gap in 2018-2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning on various financial topics without including implementation of recommendations.

Benjamin Wagner is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial For Lutherans since 2011. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and managed-account services separate.

Travis Schumann is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 designation with six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Prior to that, he was employed at Franchise World Headquarters, LLC for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses and enables clients to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan.”

Andrew Foucault is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2009, previously serving at UBS Financial Services and Piper Jaffray Inc. His practice is based in Appleton, Wisconsin. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tricia Oltmann is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Paul Gigot is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Thrivent Investment Management since 2011 and has worked with Thrivent Financial for Lutherans since 2008. 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 covering a broad range of planning topics and provides an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Kolby Knuth is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2014 and also operates Knuth Financial Life Planning. Knuth serves on the boards of Appleton Downtown Inc. and Creative Downtown Inc. and is a member of the finance committee at his local religious organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

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.

Roy Olson III is a financial advisor with Cetera in Appleton, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Cetera since 2007 and also owns and operates APTA Tax Service LLC, a tax preparation and business consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Anne Nowak is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for Thrivent Investment Management for ten years. Outside of her advisory role, she serves as Director of Operations for Pinnacle Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jody Bancroft is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Bancroft has been with Thrivent and its affiliated entities since 2002, including Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

Jeffrey Diehl is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Woodbury Financial Services, Inc. and The Advisory Group Inc., where he serves as President and oversees operations related to insurance and employee benefit programs. Outside of his advisory role, he is a board member of Midwest Solars, Inc. and Vice President of the Hortonville Polar Bear Riders Snowmobile and ATV Club. OSAIC serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

James Heath is a financial advisor with Thrivent Investment Management based in Neenah, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent Investment Management, he was self-employed for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account programs through a consolidated billing service called WealthPlan.

Cameron Seidl is a financial advisor with Thrivent Investment Management in Appleton, WI. He holds Series 66 and Series 63 licenses and has 12 years of industry experience, all with Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across a range of planning topics, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.