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.

Anthony Groeschl is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ServPro, Waterstone Mortgage, and Inland Flexo LLC. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

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.

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.

Rick Van Dinter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at NYLife Securities LLC and New York Life Insurance from 2005 to 2017. Outside of his advisory role, Van Dinter is an independent insurance agent and is involved in marketing for a local discount superstore. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers customized investment solutions through a network of independent professionals using various custody platforms, proprietary and third-party strategies, and maintains institutional features such as equity participation and supervisory processes.

Amanda Denny is a Series 66-licensed financial advisor with Ameriprise in Seymour, WI, with 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Zach Strube is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc., Packerland Brokerage Services, and co-manages Balthazor & Strube Financial, where he assists clients with investment advisory accounts. Outside of his advisory role, he occasionally writes individual life insurance policies through Balthazor & Strube Financial & Insurance Services LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Jaime Phillips is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, Phillips serves as a sports official, enforcing the rules in soccer contests in De Pere, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Lora Squires is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 designation and 15 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2012 and previously with Watermark Financial Services, Inc. since 2009. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm 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, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Holly Mrstik is a CFP® professional at Edward Jones in Appleton, WI, with four years of industry experience. Prior to joining Edward Jones, she spent 12 years at Fortifi Bank. Outside of her advisory role, she coaches youth volleyball with Oshkosh Camps LLC and Fox Valley Performance Volleyball Club. 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 network of advisors and branch offices nationwide.

Randal Gross is a financial advisor at Osaic with 19 years of industry experience and holds the Series 66 designation. He previously worked for Woodbury Financial Services, Inc. for 14 years and has been involved with RJ Gross Ltd since 1992. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and offers integrated brokerage and advisory services with a range of investment options and third-party solutions.

Jason Berry is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and serves clients from Kimberly, WI. Berry participates in the Kimberly Area School District OPEB Investment Committee and is involved in community volunteer work. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Cameron Butler is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Appleton, WI, and has two years of industry experience. Prior to joining Cambridge, he held roles at Vista Outdoor, Lazard Middle Market, Beverly Capital, and Marquette University. Outside of advisory work, he is involved in owning and managing several small real estate ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of direct portfolio management and model-based solutions.

Grant Freeman is a financial advisor with OSAIC based in Appleton, WI. He holds the Series 66 designation and began his advisory career in 2024 after previous experience in other industries. Prior to joining OSAIC, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services through a large network of affiliated advisors and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

Dominic Reinerio is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, National Planning Corp, and SII Investments. He is a board member of the DePere Chamber of Commerce, where he assists with financial reporting and tax preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct diversified portfolios tailored to client needs.

Evan Friendshuh is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Plante Moran and spent four years at the University of Wisconsin - Madison, along with fourteen years at the Howard Suamico School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Dena Saylor is a financial advisor at Thrivent Investment Management with 23 years of industry experience. She has held her current role since 2003 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive planning across various financial topics, combining goal-based analyses with optional managed-account programs, while maintaining separate planning and investment management services.