Mitchell Nonn is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2011 and previously worked at BNI from 2018 to 2023. Outside of advisory work, he is a member of the Fox West Chamber of Commerce in Hortonville, WI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, using a tiered percentage-based fee model.

Todd Schamberger is a financial advisor with Ameriprise in Neenah, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive asset management, supported by algorithmic tools and a centralized consulting team.

Todd Cherry is a financial advisor with LPL Financial in Kaukauna, Wisconsin, holding a Series 63 designation and over 26 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Sii Investments, and Packerland Brokerage Services. Outside of advising, he is involved in tax preparation through Valley Tax Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, combining advisory services with a broad range of non-advisory financial activities.

Michael Zuleger is a financial advisor at Robert Baird & Co. in Fox Valley, WI. He holds the Series 66 designation and has been with Robert Baird & Co. since 2025. Prior to joining the firm, he worked at Holy Spirit Parish Corp. and St. Mary Catholic Schools. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The team offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a range of investment strategies and internal research tools.

Jennifer Busch is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Credit Union and CUSO Financial Services. In addition to her advisory role, she serves as a notary at Capital Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, wrap and model portfolio programs, and access to third-party asset managers, utilizing a range of investment strategies with support from advanced research and operational tools.

Paula Simon is a financial advisor with LPL Financial in Appleton, WI, holding Series 65 and Series 63 licenses and 11 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services, Community First Credit Union, and Chase Bank. She also has involvement with Community First Financial Advisors as a DBA related to her LPL business. 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, portfolio management, and institutional platforms supported by extensive technology and oversight of significant discretionary assets.

Erica Rennison is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Baird Private Wealth Management since 2025, following roles at Apex Financial Group and Thrivent Financial. Outside of her advisory work, she is a part-time bartender at Willie Beamons, a family-friendly bar and grill that hosts sporting events. The DDK Group at Robert W. Baird & Co., where Erica practices, serves individuals, families, pensions, corporations, and charitable organizations with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Carson Bieber is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent four years with Googins Advisors, Inc. His background also includes a role at Kohler Company and time as a student. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from internal and external sources to guide diversified investment strategies.

Joseph Miller is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2007, including a role with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner in a real estate venture, Pike River LLC, based in Athelstane, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings alongside specialized investment and trading activities.

Jenna Mielke is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James & Associates since 2021. She previously worked at RBC Capital Markets from 2014 to 2021. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Reid Molitor is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Knuth Financial Life Planning and Goldenboys. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and research from its Center for Financial Research.

April Keil is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked with LPL Financial since 2013 and is also affiliated with BMO Harris Bank since 2022. Outside of her advisory role, she acts in a fiduciary capacity as power of attorney for her parents. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial services.

James Boland is a financial advisor with LPL Financial in Neenah, Wisconsin, holding a Series 66 credential and three years of industry experience. He has been involved in teaching and administrative duties at Tamarack Waldorf School since 2007. Outside of his advisory role, Boland is the owner of Ampersand Theatre Company LLC, a nonprofit organization based in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by numerous advisor-facing tools and a broad network of investment advisor representatives.

Jennifer Glovacki is a financial advisor with LPL Financial in Appleton, WI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including nearly two decades at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of her advisory work, she owns a farm and a property in Peronville, MI. 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 advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies supported by advanced research and operational tools.

Samuel Sigler II is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years at Ameriprise Financial Services. Outside of his advisory role, he is involved with CMSS, LLC, a tax preparation and accounting firm. 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 both proprietary and third-party strategies with technological tools to support advisors.

Brent Robinson is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with Thrivent Investment Management, where he has worked since 2019, and previously held roles at Northwestern Mutual Wealth Management Company and several other firms. Robinson serves as a general board member of Shepherd of the Valley Lutheran School, participating in governance and decision-making for the institution. 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 planning across various financial topics, combining planning with managed-account programs while maintaining separation between the two services.

Theresa Henslin is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 19 years of industry experience. She has worked at several firms including BMO Harris Financial Advisors and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage solutions including financial planning and model portfolio programs.

Rachael Sturm is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Thrivent and its affiliates since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various planning topics without including implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

David Verkuilen is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020 before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Schumacher is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2010 to 2016. Outside of her advisory role, she works as a bartender at Broken Tree Pizza in Appleton. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.