Holly Mrstik is a CFP® professional at Edward Jones in Appleton, WI, with four years of industry experience. Prior to joining Edward Jones, she spent 12 years at Fortifi Bank. Outside of her advisory role, she coaches youth volleyball with Oshkosh Camps LLC and Fox Valley Performance Volleyball Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Randall Di Vito is a financial advisor with Merrill in New London, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he serves as secretary for a local condominium association, managing meeting documentation and communications. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Randal Gross is a financial advisor at Osaic with 19 years of industry experience and holds the Series 66 designation. He previously worked for Woodbury Financial Services, Inc. for 14 years and has been involved with RJ Gross Ltd since 1992. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and offers integrated brokerage and advisory services with a range of investment options and third-party solutions.

Jason Berry is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and serves clients from Kimberly, WI. Berry participates in the Kimberly Area School District OPEB Investment Committee and is involved in community volunteer work. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Cameron Butler is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Appleton, WI, and has two years of industry experience. Prior to joining Cambridge, he held roles at Vista Outdoor, Lazard Middle Market, Beverly Capital, and Marquette University. Outside of advisory work, he is involved in owning and managing several small real estate ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of direct portfolio management and model-based solutions.

Grant Freeman is a financial advisor with OSAIC based in Appleton, WI. He holds the Series 66 designation and began his advisory career in 2024 after previous experience in other industries. Prior to joining OSAIC, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services through a large network of affiliated advisors and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

Dena Saylor is a financial advisor at Thrivent Investment Management with 23 years of industry experience. She has held her current role since 2003 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive planning across various financial topics, combining goal-based analyses with optional managed-account programs, while maintaining separate planning and investment management services.

Jason Hanuszczak is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Thrivent Investment Management since 2004 and Thrivent Financial since 2015. 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 comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Amanda La Brec is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Primerica Advisors since 2016 and is also involved with Thirsty Hog Inc. Outside of advisory services, she receives non-investment compensation related to home loan products and home security referrals through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-driven strategies and custody supported by Pershing and BNY Mellon Advisors.

Anthony Schad is a financial advisor with Edward Jones in Kimberly, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an investor in an internet-based subscriber business called Relationship DNA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors across more than 15,000 branch offices nationwide.

Tammy Stephan is a financial advisor with LPL Financial based in Hortonville, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes positions at BMO Harris Bank, Morgan Stanley, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing various model portfolios and third-party subadvisors, supported by advanced operational tools.

Haley Rives is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Mackey Schneider, Haven Wealth Advisors, and Northwestern Mutual. Outside of financial advising, she owns and manages Rives Real Estate, LLC in Milwaukee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

Adam Paal is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Raymond James Financial Services and Cape Financial Group. Outside of his advisory work, he is involved with Community First Credit Union in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Hoppe is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Thrivent and its related entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on various financial topics through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning and maintains a separation between planning services and managed-account programs.

Nicole Schreiber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked continuously with Thrivent and its affiliated entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes comprehensive, written recommendations across various financial topics and offers integrated planning with managed-account services through its WealthPlan billing option.

Nicholas Koch is a financial advisor at Edward Jones in New London, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for 14 years at Tweet Garot Mechanical. Outside of his advisory role, he is a partner and owner of Midway Storage LLC, a storage business in Fremont, WI. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Sommers is a financial advisor with J.P. Morgan Securities in Appleton, WI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at Jpmorgan Chase Bank NA starting in 2015. Outside of finance, he was involved with Revolt Wood and Metal Design, LLC from 2014 to 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services.

Christopher Hoffman is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial, Advisors' Pride, Cetera Advisor Networks, and Affiance Financial. Hoffman serves as a board member for CASA of the Fox Cities and is involved with the Financial Planning Association as a committee member. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers various investment platforms and strategies, including discretionary and non-discretionary management, proprietary models, and access to third-party managers.

Janett White is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Her prior roles include positions at Thrivent Financial, Ryan Paape - Apex/Thrivent, Community First Credit Union, Outagamie County, and East Wisconsin Savings Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning without managing implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Tanner Hopfensperger is a financial advisor with Robert W. Baird & Co. in Fox Valley, Wisconsin. He holds a Series 66 designation and has one year of experience at Baird, following six years at American Family Insurance and four years at Ameriprise Auto and Home Insurance. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.