Roy Olson III is a financial advisor with Cetera in Appleton, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Cetera since 2007 and also owns and operates APTA Tax Service LLC, a tax preparation and business consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Anne Nowak is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for Thrivent Investment Management for ten years. Outside of her advisory role, she serves as Director of Operations for Pinnacle Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jody Bancroft is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Bancroft has been with Thrivent and its affiliated entities since 2002, including Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

Jeffrey Diehl is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Woodbury Financial Services, Inc. and The Advisory Group Inc., where he serves as President and oversees operations related to insurance and employee benefit programs. Outside of his advisory role, he is a board member of Midwest Solars, Inc. and Vice President of the Hortonville Polar Bear Riders Snowmobile and ATV Club. OSAIC serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

James Heath is a financial advisor with Thrivent Investment Management based in Neenah, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent Investment Management, he was self-employed for one year. 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 clients the option to combine planning with managed-account programs through a consolidated billing service called WealthPlan.

Cameron Seidl is a financial advisor with Thrivent Investment Management in Appleton, WI. He holds Series 66 and Series 63 licenses and has 12 years of industry experience, all with Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across a range of planning topics, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Neelam Krishnaney Davison is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Woodbury Financial Services, Packerland Brokerage Services, and SII Investments. Outside of her advisory role, she teaches for the Office of Continuing Education at the University of Wisconsin Fox Valley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Lukas Hubers is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020. Prior to this, he was associated with Securities America Advisors and Evexia Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both model portfolios and customized strategies.

Marlo Burns is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, Burns worked at Community First Credit Union and Cuso Financial Services, Lp, among other firms. In addition to advisory work, Burns is employed outside the investment industry by Thedacare. 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 financial planning and investment management through a broad platform that includes model portfolios, third-party asset managers, and institutional programs.

Alissa Oskey is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has been with Thrivent since 2017 and previously worked at SII Investments. Outside of her advisory role, Oskey has held various positions including cashier, delivery driver, and alterations specialist. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial analyses without discretionary trading authority. The firm offers planning services covering a broad range of topics and allows clients to integrate planning with managed accounts under its WealthPlan option.

Brady Roberts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he served in the United States Army from 2021 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Stephanie Brandt is a financial advisor at Edward Jones with eight years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she assists residents with activities of daily living at Bethany Nursing Home in Waupaca, Wisconsin. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ken Petter is a financial advisor with Robert Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1994. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex investments.

Douglas Rohan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and also serves as a certified public accountant and notary through his own firm, Rohan Meier & Morgan LLC, where he provides tax preparation, accounting, and limited power of attorney services for tax matters. Cetera is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Blake Davies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. He has prior work experience at Vande Hey Company, Inc. from 2020 to 2025. 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 analyses and written recommendations on a range of financial topics, with planning delivered separately from managed accounts under a consolidated billing option called “WealthPlan.”

Brian Witz is a financial advisor with OSAIC, holding a Series 63 license and bringing 25 years of industry experience. He has worked at OSAIC since 2024 and held prior roles at Woodbury Financial Services, Inc. and Schleicher Financial. In addition to his advisory work, Witz owns a tax preparation business and is involved in sales of fixed insurance products and notary services through his financial enterprises. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment vehicles.

Kevin Geenen is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2019, following three years at AHT Wisconsin Windows. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Jeramiah Housworth is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers overseen by an independent consultant and uses a tiered wrap-fee structure for its services.

Samuel Pawlak is a financial advisor with RBC Capital Markets in Appleton, WI. He holds a Series 66 designation and has 12 years of experience at RBC Capital Markets, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Jesse Wagner is a financial advisor with Robert Baird & Co. in Greenville, WI, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and SII Investments Inc. He 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, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, and provides both discretionary and non-discretionary management options.