Cody Evers is a financial advisor with Raymond James & Associates in Menasha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Associated Investment Services, and Prudential entities. Raymond James & Associates is a large firm serving a broad client base including individuals, institutional, and municipal entities. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Matthew Griffith is a CFP® professional with two years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at New York Life and BASSETTI Americas. Outside of financial advising, he is employed by Yoga3 LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of proprietary and third-party investment strategies.

Michael Shepard is a CFP® with 37 years of industry experience and has been with Ameriprise since 2005. He currently works at Ameriprise in Freedom, WI. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations through a centralized consulting team.

Benjamin Groboski is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2007 and currently works at Thrivent Investment Management in Appleton, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial recommendations across multiple planning areas. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program, while maintaining separation between planning and implementation services.

Alexis Higgins is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 credential and four years of industry experience. She has been with Thrivent and its affiliates since 2021. Outside of her advisory role, she created and managed a parenting blog offering tips on baby care and household management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering clients the option to combine planning with managed accounts under a consolidated billing structure.

Brandy Debroux is a financial advisor with Morgan Stanley in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jonathan Sesing is a financial advisor with RBC Capital Markets in Appleton, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Baker Cheese, Oshkosh Defense, and K&K Homestead. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Jack Dodd is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Thrivent Financial, Kwik Trip, Concordia University Saint Paul, Menards, and the Wisconsin Timber Rattlers. 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, comprehensive planning covering various topics such as retirement, tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

Scott Willkomm is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Robert W. Baird since 2011. 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 a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and both traditional and complex investment strategies.

Alexander Borgen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously operated small businesses in power washing and landscaping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Connor Zilisch is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and three years of industry experience. He has held various roles within Thrivent and has worked outside finance in positions such as at the 10th Frame Bar and Grill and Buffalo Toronto Public Media. Outside of advising, Zilisch serves as an assistant coach for the men's hockey and lacrosse teams at Lawrence University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and planning without discretionary trading authority, offering integrated solutions that combine planning with managed-account programs under a consolidated billing option.

Andrew Denney is a financial advisor with Robert Baird & Co. in Fox Valley, WI, holding a Series 63 designation and 34 years of industry experience. He has been with Robert Baird & Co. since 1991. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joshua Anderson is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and one year of industry experience. He has been with Thrivent since 2024 and serves as a board member of the Rotary Club of Oshkosh, a nonprofit service organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive, goal-based financial planning across a range of topics without discretionary trading authority.

Natasha Van Hout is a financial advisor at Ameriprise with Series 66 credentials and has been with the firm since 2024. She has prior work experience in retail and food service, including employment at Holidays Pub & Grill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Ryan Morgan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Anthony Varga is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 11 years of experience in helping investors manage, grow, and preserve their wealth through personalized financial planning strategies. Anthony focuses on understanding clients' individual goals and priorities to develop tailored plans that reflect their unique financial situations. His areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Anthony holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Anthony earned his Bachelor's Degree from the University of Wisconsin Oshkosh. Outside of his professional role, he enjoys bowling, football, music, photography, reading, spending time with his family, and watching movies. He is also a dedicated father and an Air Force veteran with service in both Iraq and Afghanistan.

Matthew Zarter is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he was with SII Investments, Inc. and Mass Mutual Investors Services. His other business activities include serving as an insurance agent for life, disability, and fixed annuities as well as involvement with insurance brokerages. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

G Preston Kendall IV is a financial advisor with Robert W. Baird & Co. in Fox Valley, WI, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Christopher Schumacher is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the managing partner of a liability protection partnership for his hunting land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers goal-based planning on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Angela Jaeger is a financial advisor with Stifel in Appleton, WI, holding a Series 63 designation and 29 years of industry experience. She has worked at Stifel since 2018 and previously spent two years at B.C. Ziegler and Company. Angela also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling to support client decision-making.