Kari Hartjes is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 credential and six years of industry experience. She has worked at Thrivent Financial and Edward Jones during her career, with multiple roles at Thrivent since 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan.”

Sean Wilkinson is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Prior to his advisory career, he worked at Black Hills Trucking and within the Campbell County School District. In addition to advisory services, he engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Julie Cassiani is a financial advisor at OSAIC with 28 years of industry experience. She previously worked for Woodbury Financial Services Inc. for 22 years before joining OSAIC in 2024. Cassiani holds Series 63 and Series 65 licenses and is located in Appleton, WI. She is also an insurance agent specializing in health insurance and fixed products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Charles Nickel is a financial advisor with Merrill in Green Bay, WI, holding a Series 66 designation and 27 years of industry experience. He has worked at Merrill since 1998 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a general partner and managing member of JC Land Development LLC, a personal storage rental business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Kelly Eisch is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. She is co-owner of DP380 LLC, through which she manages her Ameriprise advisory business. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on identifying and matching client goals with appropriate financial strategies and conducts due diligence on the team's investment strategies and portfolios. Justus has been recognized as a member of the RH Group Wealth Management team's inclusion in the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. He began his career in the financial services industry in 2003 as an Investment Analyst specializing in corporate bonds at a Fortune 100 company. Justus earned the Chartered Financial Analyst® (CFA®) designation in 2006 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of his professional career, Justus serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. He enjoys spending time with his wife, Katie, and their two sons, Xavier and Ethan, including weekends in Door County, traveling, and supporting the Packers. His personal interests also include cooking, football, music, and reading.

Nathan Lacoursiere is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Thrivent Financial. Outside of his advisory role, he operates an Etsy shop that produces and sells 3D printed miniatures for tabletop games. 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 a range of planning topics and integrates planning with managed-account programs under a consolidated billing option.

Cavan Metzler is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial and Capital Credit Union in 2026, he worked at Ameriprise from 2017 to 2026. Outside of his advisory work, Metzler is involved with First Choice Talent Agency, a modeling agency. 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 financial planning and investment management services via a large network of investment adviser representatives, supported by various advisory platforms and third-party asset management options.

Grace Honnef is a Series 66-licensed financial advisor with J.P. Morgan Securities in Green Bay, Wisconsin, with 15 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in investment recommendations.

Mark Lowery is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Lowery also manages his own advisory business through MC Lowery LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Cassandra Rentmeester is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise in various roles since 2017 and previously worked at Aspirus Keweenaw Hospital. Outside of advising, she manages a tax preparation business and is involved with a health insurance solutions company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides personalized retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Hamilton is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bobbi Sue Smits is a financial advisor at Edward Jones in De Pere, WI, holding a Series 66 credential with 22 years of industry experience. She has worked exclusively at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jesse Fenske is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and investment management services separate.

Matthew Marcinske is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI. He holds the Series 66 designation and has recently started his career in the industry. Prior to joining Cambridge, he worked at Legacy Financial Services and the Bank of Luxemburg. Outside of finance, he has experience with RunAway Shoes and Tagalong Golf Course. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Tami Pelischek is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018, prior to which she worked in retail at Mattress Firm. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice. The firm’s retirement income approach utilizes proprietary analysis and third-party data to guide asset allocation and withdrawal strategies within a defined investment framework.

Keith Neumann is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,100 branch offices.

Laura Sorenson is a financial advisor at Edward Jones with over 11 years of experience, holding a Series 66 designation. Prior to her role at Edward Jones, she performed administrative duties in public relations for Sorenson Builders, Inc., a new construction and remodeling company. She has also worked seasonally as an administrative assistant for Reliance Accounting and Tax Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors.

Rick Groeschl is a financial advisor with Ameriprise in Depere, WI, holding a Series 63 designation and 37 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is president of several businesses related to health insurance solutions, tax preparation, and continuity planning. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Macgrath is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Osaic in 2024, Macgrath worked at Woodbury Financial Services Inc. for seven years and SII Investments, Inc. for six years. He is also president of Private Wealth Management Group, an LLC focused on comprehensive special needs planning for families with individuals who have a disability. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio construction tools and access to third-party money managers.