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 11 years of industry experience. Since 2014, he has been affiliated with Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes periodic reviews and allows clients to combine planning with managed-account programs while keeping the services separate.

Neelam Krishnaney Davison is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. She previously worked at Woodbury Financial Services for nine years before joining LPL Financial in 2018. In addition to her advisory role, she teaches continuing education courses at the University of Wisconsin Fox Valley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering model portfolios supported by in-house and third-party research.

Lukas Hubers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Evexia Wealth from 2016 to 2020 before joining LPL Financial and briefly worked with Securities America in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Marlo Burns is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2025, Burns spent a decade with Cuso Financial Services and has also been affiliated with Community First Credit Union since 2015. Outside of advisory work, Burns is employed by Thedacare, a healthcare system. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by in-house research and third-party subadvisors.

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.

Stephanie Brandt is a financial advisor at Edward Jones with eight years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she assists residents with activities of daily living at Bethany Nursing Home in Waupaca, Wisconsin. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Scott Hemauer is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of directors for Definitely De Pere, a community organization in De Pere, WI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.