Thomas Julian is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with MetLife Securities Inc. Since 2021, he has served as treasurer of St. Matthew Orthodox Church, managing financial responsibilities for the nonprofit. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning through collaborative, annual engagements using firm-approved tools to deliver written recommendations.

Jake Buman is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial, Community First Credit Union, CUSO Financial Services, and BMO Harris Bank. Outside of advising, he is the owner of MUSKY RED LLC, a real estate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers various financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies under multiple platform arrangements.

Staci Allen is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at LPL Financial and Anchor Bank. Outside of her advisory role, she is involved in several non-investment ventures, including consulting for Seint, part-time employment with Oliveda, and participation in a travel and lifestyle membership business, Club Viago. She 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Michelle Atwell is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Nicolet National Bank and Nicolet Wealth Management. She is also an associate financial advisor at DP380 LLC, providing comprehensive financial planning and money management services. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-based recommendations that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gustavo Cueto is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes over two decades at Northwestern Mutual and related entities, as well as several years working alongside Brian Dierks. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm’s approach separates planning and managed accounts, with an emphasis on comprehensive, written recommendations across a range of financial topics.

Brandon Warman is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously with Securities America Advisors, Inc., Securities America, Inc., and NEXT Financial Group. He is also involved with Highland Capital as an insurance agent, primarily providing term life insurance to clients. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services and uses various tools and third-party arrangements to construct and manage portfolios tailored to client needs.

Jane Snyder is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and SII Investments. Snyder is also president of Snyder Financial Strategies, Inc., where she provides tax preparation services and sells insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party managers to construct and manage portfolios across various asset classes.

Thomas Zimmer is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America, Inc. and Next Financial Group Inc. Outside of his advisory work, he holds a notary public position and has been involved in fixed insurance and long-term care insurance services through Zimmer Financial Group, LLC. He is also a partial owner of the building where he conducts his financial advisory services and has past experience as a modeling services independent contractor. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of tools and platforms to construct and manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Diane Lightfield is a financial advisor with Robert W. Baird & Co. in Fox Valley, WI, holding Series 65 and Series 66 licenses and 17 years of industry experience. She has been with Baird since 2008. Outside of her advisory role, she serves as Treasurer for PEO International, where she helps develop the budget and collects dues. Diane is part of the DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Brian Asendorf is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he is a part owner of Asendorf Solar Farm LLC, a solar farm project established on land leased in Minnesota. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services through a large nationwide network of advisors and branches.

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.

Patrick Kerwin is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He previously worked at Northwestern Mutual and spent 18 years at Walgreens before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering options to combine planning with managed-account programs.

Melissa Hartzheim is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been employed at Edward Jones since 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, and wood décor. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

William Sullivan is a financial advisor with Osaic Wealth, Inc. in Green Bay, WI. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Stifel and various roles outside the financial industry. He also serves as a Wisconsin Public Notary Agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

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.

Daniel Glinski is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2007, with a brief period of unemployment from 2021 to 2022. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a process supported by algorithmic automation and oversight, primarily serving clients with assets in Ameriprise-managed accounts.

Nicholas Wrasse is a financial advisor with LPL Enterprise, holding 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. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.