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.

Kip Wenninger is a financial advisor at Edward Jones in Appleton, WI, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and operates under a fiduciary standard.

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.

Carey Somerville is a financial advisor with Ameriprise in De Pere, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Somerville is involved in business ownership through CS Enterprises and participates as a member of Tambourine Operational Support LLC, a pass-through entity related to his Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

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.

Kenneth Wirtz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 34 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is an insurance broker with Alpha Financial Solutions, LLC. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring financial planning as ongoing, collaborative relationships using firm-approved analytical tools.