Gabriel Koch is a financial advisor with Edward Jones in Kaukauna, WI, holding Series 66 and Series 63 designations and over 22 years of industry experience. He has been with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Buss is a financial advisor with Thrivent Investment Management in Appleton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns a personal photography business and serves on the Board of Personnel at Faith Lutheran Church in Appleton. He also works as a substitute track announcer at Shawano Speedway. Thrivent Investment Management provides 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 wide range of planning topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

Debra Hackelgostas is a financial advisor with Mass Mutual Investors Services in Neenah, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 33 years of industry experience, having worked at Mass Mutual Investors Services since 1993 and at MassMutual Life Insurance Co since 1992. Outside of her advisory role, she is involved in supportive home care services for her adult son with special needs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and various event-driven planning programs.

William Weber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual and a distributor role with AdvoCare, where he sells nutritional supplements. He also serves as a brand ambassador for a clothing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive planning across various financial topics without implementing recommendations directly. The firm supports combining planning with managed-account services under a consolidated billing option called WealthPlan.

Landon Wiese is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Thrivent Financial for Lutherans, First Allied Securities, and Cetera ADVISORS. Wiese is also involved in wealth advisory through his ownership of LakeHaus Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Jacob Vande Voort is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He previously worked at Financial Planning & Information Services, Inc. for 15 years before joining OSAIC Wealth Inc. He is based in Combined Locks, Wisconsin. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Andrew Ryan is a financial advisor with OSAIC based in Appleton, WI, holding a Series 66 credential and five years of industry experience. He previously worked at Lincoln Financial Advisors and BMO Harris Bank. Outside of financial advising, Ryan serves as the Director of Worship and Music Ministries at Cross Walk Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment options and third-party managed accounts.

Mark Rasner is a financial advisor with Ameriprise who holds the CFP® and ChFC® designations and has 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Rasner is also engaged in authoring a book that he plans to publish and make available for purchase. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Hilary Bevers is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at various Thrivent entities since 2006, including Thrivent Financial and Thrivent Investment Management. 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 planning that addresses a wide range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Justin Sonnentag is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes roles at Trustmark Voluntary Benefits and Holbrook Court Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics without managing assets directly. The firm’s approach allows clients to integrate planning with managed-account programs under consolidated billing while maintaining separate services.

Steven Kornetzke is a financial advisor at Robert W. Baird & Co. in Appleton, WI, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert W. Baird since 2007. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Michael Spielvogel is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Cambridge Investment Research and Linked Living Homes, as well as service with the Wisconsin Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.”