Sean Wilkinson is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Prior to his advisory career, he worked at Black Hills Trucking and within the Campbell County School District. In addition to advisory services, he engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Julie Cassiani is a financial advisor at OSAIC with 28 years of industry experience. She previously worked for Woodbury Financial Services Inc. for 22 years before joining OSAIC in 2024. Cassiani holds Series 63 and Series 65 licenses and is located in Appleton, WI. She is also an insurance agent specializing in health insurance and fixed products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Kelly Eisch is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. She is co-owner of DP380 LLC, through which she manages her Ameriprise advisory business. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nathan Lacoursiere is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Thrivent Financial. Outside of his advisory role, he operates an Etsy shop that produces and sells 3D printed miniatures for tabletop games. 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 a range of planning topics and integrates planning with managed-account programs under a consolidated billing option.

Cavan Metzler is a CFP® professional with nine years of experience in financial advising, currently affiliated with LPL Financial. He previously worked at Ameriprise and Capital Credit Union. Outside of finance, he is involved with First Choice Talent Agency, a modeling agency, and works as a business development manager contracting with an Ameriprise advisory practice run by a family member. 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 advisers. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options supported by extensive research and technology.

Mark Lowery is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Lowery also manages his own advisory business through MC Lowery LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Cassandra Rentmeester is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2017 and previously worked at Aspirus Keweenaw Hospital. Outside of her advisory role, she oversees a tax preparation business and is involved in health insurance continuity planning through separate ventures. Ameriprise offers retirement-income planning services focused on high-net-worth individuals, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Hamilton is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and 21 years of industry experience. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bobbi Sue Smits is a financial advisor at Edward Jones in De Pere, WI, holding a Series 66 credential with 22 years of industry experience. She has worked exclusively at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jesse Fenske is a Series 66 licensed financial advisor with Thrivent Investment Management in Neenah, Wisconsin, and has 10 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firms since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, estate, tax, and special needs planning. The firm’s approach includes goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Matthew Marcinske is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI. He holds the Series 66 designation and has recently started his career in the industry. Prior to joining Cambridge, he worked at Legacy Financial Services and the Bank of Luxemburg. Outside of finance, he has experience with RunAway Shoes and Tagalong Golf Course. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Laura Sorenson is a financial advisor at Edward Jones with over 11 years of experience, holding a Series 66 designation. Prior to her role at Edward Jones, she performed administrative duties in public relations for Sorenson Builders, Inc., a new construction and remodeling company. She has also worked seasonally as an administrative assistant for Reliance Accounting and Tax Services. 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 nationwide network of approximately 23,701 financial advisors.

Rick Groeschl is a financial advisor with Ameriprise in Depere, WI, holding a Series 63 designation and 37 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is president of several businesses related to health insurance solutions, tax preparation, and continuity planning. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Charles Butler Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Stifel and B.C. Ziegler and Company. Outside of finance, he serves as a senior pastor at Breakthrough Covenant Church in Appleton, WI, where he preaches and teaches the Bible. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bethany Fischer is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Thrivent Investment Management Company since 2020 and was previously with Thrivent Investment Management Inc. from 2014 to 2019, maintaining a continuous relationship with Thrivent Financial for Lutherans since 2013. 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 without discretionary trading authority, allowing clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

James Zuleger is a financial advisor with Robert W. Baird & Co., holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he serves as a compensated board member for Keller Inc. and as treasurer on the Xavier Foundation Board. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary strategies, tax-management, and direct indexing, supported by internal research and ongoing manager oversight.

Maximilian Roth is a financial advisor at Ameriprise with 49 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 1977. Outside of advising, he serves on the board of directors for Woodside and participates in finance committees for local community organizations and a family business consulting on concession planning. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides annual financial planning and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Dane Klintworth is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 18 years of industry experience. He has been with LPL Financial since 2012. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Kyle Santos is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and one year of industry experience. He serves as an assistant defensive coach for linebackers at St. Norbert College football and works as a performance coach focused on strength, speed, and conditioning through ETS Performance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bart Malcomson is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2005. 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 financial plans and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management functions.