Kenzi Griffith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Cambridge Investment Research since 2021 and has a background that includes time at Baird and the Wisconsin Athletic Club. Outside of advising, Kenzi is the owner of a yoga studio in Neenah, WI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Brian Paulson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with BA Paulson Financial, LLC, which includes renting office space to another LPL Financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and utilizes both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Matt Vanden Heuvel is a financial advisor with Raymond James & Associates in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked for RBC Capital Markets Corporation for 13 years. He serves on the boards of two nonprofits, including as president of the St. Francis Xavier Foundation and as a board member of the Life Tools Foundation, which provides tutoring services to low-income students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting through a variety of advisory programs, combining multiple portfolio management styles with research and model manager options, and provides municipal advisory services alongside its investment offerings.

Elizabeth Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has worked at Thrivent since 2021 and has prior experience with Packerland Brokerage Services Inc and Brian Vandehey Insurance & Financial Planning. Outside of her advisory role, she is an independent distributor for Young Living, a company specializing in essential oils and natural products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while keeping these services separate and does not provide portfolio management for institutional clients.

Jacqueline Zuleger is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she works as a consultant for Beautycounter and is a clothing sale associate at a boutique in Appleton, WI. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment strategy methodology developed by its Investment Strategy Group.

Ashley Nick is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Thrivent Financial since 2018 and also works at J. J. Keller & Associates, Inc. since 2014. 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 covers a wide range of topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Elijah Sorem is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at TC Transcontinental for four years and was employed at Appleton North High School for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations.

Bailey Hegg is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Bailey worked in education with the Appleton Area School District and held roles in daycare and the food service sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach includes ongoing or one-time planning engagements and the option to combine planning with managed-account programs under consolidated billing.

Kristin Zahringer is a CFP®-certified financial advisor with Edward Jones, where she has worked for 12 years. She holds a Series 66 designation and is based in Kaukauna, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Eric Blankenfeld is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and has held positions at BMO Harris Bank, Wells Fargo Clearing Services LLC, and Thrivent Financial for Lutherans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a range of management options, model portfolios, and technology-driven solutions.

James Brueggeman is a financial advisor at OSAIC with six years of industry experience. He previously worked at Securities America Advisors and Jewelers Mutual Insurance Group. Outside of his advisory role, he owns and manages a small portfolio of rental properties. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with options for discretionary and non-discretionary management.

Jamie Hanuszczak is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Thrivent and its related entities since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations on various financial topics. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate planning and investment management functions.

William Weiner is a Series 63–registered financial advisor with LPL Financial in Appleton, WI, where he has worked since 2018. He has 35 years of industry experience, including 16 years at SII Investments, Inc. Outside of his advisory role, he consults for Wisconsin Blizzard Basketball, Inc., assisting with team organization, scheduling, coaching selections, and try-outs. 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, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Darrick Munsch is a financial advisor at Edward Jones in Neenah, WI, holding Series 63 and Series 66 credentials with 22 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Private Client Services, Nicolet National Bank, SII Investments, Inc., and Nicolet Wealth Management, LLC. He serves as a board member of the Evergreen Foundation Inc., which supports community projects for residents of the Evergreen Community in Oshkosh, WI. Edward Jones is a full-service wealth management firm serving 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Derek Johnson is a financial advisor at Ameriprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities before joining Ameriprise. Outside of his advisory role, he manages a separate advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Luke Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked in various roles including property services and university housing before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

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.