Zachary Showalter is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at First Business Bank for five years and Morgan Stanley for one year. He attended the University of Wisconsin - Madison from 2012 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brianna Bratland is a financial advisor with Robert Baird & Co. holding a Series 66 designation and two years of industry experience. Prior to joining Baird, she worked with the Wisconsin Early Autism Project. Outside of her advisory role, she provides in-home care services as a long-term support caregiver for a child with developmental disabilities. Brianna is part of The DDK Group within Baird’s Private Wealth Management practice, which offers tailored financial planning and portfolio management services to a range of clients including individuals, families, pensions, and charitable organizations. The group employs a variety of investment strategies and overlays to align with client goals and risk tolerances.

Kyle Lukowitz is a financial advisor at Edward Jones in Kimberly, WI, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Christnovich is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2007. 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 large network of financial advisors and branch offices nationwide.

James Wendland is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in education for over a decade at Fox Valley Lutheran High School and St. Croix Lutheran Academy. He is also pursuing involvement as a youth and high school basketball official in Appleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cody Johnson is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with personalized advisor input and emphasizes the use of affiliated funds within its advisory solutions.

Luke Pingel is a financial advisor with Osaic Wealth, Inc. based in Appleton, WI, holding a Series 66 designation and three years of industry experience. He previously worked at Woodbury Financial Services and Northwestern Mutual. Outside of advising, Pingel assists as a wedding DJ and serves as an assistant track coach at Freedom High School. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and nonprofit clients through a large network of advisers and platforms. The firm offers integrated brokerage, advisory, financial planning, and managed account services using asset allocation tools, risk assessments, and a mix of investment products.

Timothy Benes is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Larry Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and is also involved in web design and development through Aple Consulting Inc., a business he has managed since 1997. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, providing access to multiple program structures and third-party managers through a large nationwide network of advisors.

Joshua Hagman is a financial advisor with Robert W. Baird & Co. in Fox Valley, Wisconsin. He holds a Series 66 designation and has seven years of industry experience, including eight years at Baird and fourteen years previously at Cortina Asset Management, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Stacy Dobberstein is a financial advisor at Thrivent Investment Management in Appleton, WI, with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at Thrivent Financial and Celebration Lutheran Schools. 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 combined with a managed-account program under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Ann Jahnke is a financial advisor at RBC Capital Markets with 27 years of industry experience. She has held positions at Merrill from 1995 to 2019 before joining RBC Capital Markets in 2019. Jahnke holds the Series 66 designation and is based in Green Bay, WI. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Stacy Gonnering is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Thrivent-affiliated firms since 2007, including her current role at Thrivent Financial since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option while maintaining separation between planning and portfolio management services.

Christopher Marshall is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 66 designations and 20 years of industry experience. He previously worked at Dividend Capital Securities for eight years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Matthew Kletti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company, where he has worked since 2016. Outside of finance, he is a part owner of Appleton Beer Factory, a restaurant and bar where he is involved in marketing and brewing activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software for goal analysis and delivering written recommendations without discretionary investment authority.

Tyler Schumacher is a financial advisor at Ameriprise in De Pere, WI, with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms, including Northwestern Mutual and David Hesse. Outside of his advisory role, he is employed with Tambourine Operational Support LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jennifer Dreifuerst is a Series 66-registered financial advisor with 7 years of industry experience. She currently works at LPL Financial and has prior experience at BMO Harris Financial Advisors and SII Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Derek Bohm is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a council member for The Salvation Army of Greater Green Bay, assisting with fundraising initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide comprehensive portfolio management and financial planning services.

John Kadletz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and owns Kadletz Wealth Management, LLC, which he has operated since 2012. Outside of advisory work, he owns Full Throttle Development, LLC, a real estate business, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures, supported by over $256 billion in assets under management.

Heather Hilgenberg is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at East Wisconsin Savings Bank for 17 years before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering one-time or ongoing financial planning without portfolio management for institutional clients. The firm uses goal-based analyses and offers a combined planning and managed-account program called “WealthPlan” under separate service agreements.