Brett Thom is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is the registered agent for Thom Northern Nest, LLC, an LLC related to condo ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by specialized committees.

Belinda Dahl is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to her career in finance, she spent over two decades at The Limited. 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 and access to model portfolios and third-party asset managers.

Ethan Cinealis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Acuity, A Mutual Insurance Company, Trane Technologies, and Kallista. 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.

Jason Weier is a financial advisor with Raymond James & Associates in Appleton, WI, holding Series 65 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax, LPL Financial, and operating his own firm, Jason P Weier Financial Services LLC. Outside of advising, he is a partner in a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services with a range of portfolio management options.

Brian Wloszczynski is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Wells Fargo Clearing Services, BMO Harris Financial Advisors, and M&I Financial Advisors. 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, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a broad network of investment adviser representatives.

Cheryl Le Mere is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she serves on the investment committee board for the Girl Scouts of the Northwestern Great Lakes and is a finance council member at St Joseph Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Schutte is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He previously worked at BMO Harris Financial Advisors and LPL Financial. Outside of his advisory role, he serves on the board of the Fox Valley Veterans Council and volunteers with the Kaukauna Youth Baseball League. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions and employs firm-provided asset-allocation tools and third-party platforms to construct portfolios tailored to client risk profiles.

Paul Meyer is a financial advisor at OSAIC with a Series 66 registration and 21 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 20 years before joining OSAIC in 2025. Meyer serves as a board member for the nonprofit organization Soar Fox Cities and assists clients with life settlements, insurance products, and disability income insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation tools, risk-tolerance assessments, and a broad range of investment options, including third-party managed accounts.

Mark Hilgendorf is a CFA® charterholder with 16 years of industry experience, currently with RBC Capital Markets. He has previously worked at Associated Trust Company and Kellogg Asset Management. Hilgendorf serves on the finance committee of the Community Foundation of North Central Wisconsin, advising on the investment account of the $90 million foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes both in-house and third-party managers and offers a range of programs to meet various advisory risk profiles.

Stephanie Kobin is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones in Appleton, WI. She has been with Edward Jones since 2013. Outside of her advisory role, she participates occasionally in direct sales and wellness network marketing activities on a limited basis. 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 nationwide network of advisors and branch offices.

Janelle Fuhrmann is a financial advisor at Thrivent Investment Management with 39 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Fuhrmann has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its Dedicated Planning Service.

Timothy Vandenboom is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with the US Department of Labor’s Wage and Hour Division. Outside of his advisory role, he is involved in a real estate rental business in Madison, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Mackenze Hayes is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, American Foods Group, and several other employers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Ebben is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2008. He has 17 years of industry experience and has also been with Thrivent Financial for Lutherans since 2000. Outside of his advisory role, he participates in car racing during the summer months. 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 addressing various planning topics and provides ongoing or one-time advisory relationships without discretionary trading authority.

Jordan Cassiani is a financial advisor with OSAIC in Appleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked with Woodbury Financial Inc. and Legacy Investment Services. Outside of his advisory role, Cassiani is the CEO of JVC Leasing, which leases equipment. OSAIC Wealth, Inc. serves a diverse client base including individual, institutional, and high-net-worth investors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple investment types, supported by a complex platform footprint and a variety of third-party service arrangements.

Jeffrey Werner is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, Werner serves as a trustee for a parents trust, is a member of the investment committee for the Community Foundation for the Fox Valley Region, and is a director at First State Bancshares. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Derek Schanhofer is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2012. His background includes roles within Ameriprise Financial Services, Inc. He is involved in independent insurance brokering and holds board positions with MHO, Inc. and LALPOA. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ben Schoenebeck is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of experience at the firm. Prior to joining Baird, he worked in the education sector for 15 years, including roles with the Hortonville Area School District and the Wake County Public School System. Baird’s DDK Group serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, internal research, and technology tools, managing approximately $394 billion in assets as of the end of 2025.

Kaylee Graefe is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to her current role, she worked as an independent Tupperware consultant and served as a childcare assistant at the Appleton YMCA. 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 national network of financial advisors.

Ryan Pomerening is a financial advisor with Edward Jones in Kaukauna, Wisconsin, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at MFL-MarMac Community School District as a football coaching consultant and has experience with Community Insurance of Iowa and Isle of Capri Casinos Inc. He has been involved as a coach at MFL MarMac High School for four years. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.