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.”

Andrew Foucault is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2009, previously serving at UBS Financial Services and Piper Jaffray Inc. His practice is based in Appleton, Wisconsin. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tricia Oltmann is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Paul Gigot is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Thrivent Investment Management since 2011 and has worked with Thrivent Financial for Lutherans since 2008. Thrivent Investment Management offers 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 broad range of planning topics and provides an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Kolby Knuth is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2014 and also operates Knuth Financial Life Planning. Knuth serves on the boards of Appleton Downtown Inc. and Creative Downtown Inc. and is a member of the finance committee at his local religious organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.