Nicole Schreiber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked continuously with Thrivent and its affiliated entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes comprehensive, written recommendations across various financial topics and offers integrated planning with managed-account services through its WealthPlan billing option.

Michael Sommers is a financial advisor with J.P. Morgan Securities in Appleton, WI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at Jpmorgan Chase Bank NA starting in 2015. Outside of finance, he was involved with Revolt Wood and Metal Design, LLC from 2014 to 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services.

Christopher Hoffman is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial, Advisors' Pride, Cetera Advisor Networks, and Affiance Financial. Hoffman serves as a board member for CASA of the Fox Cities and is involved with the Financial Planning Association as a committee member. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers various investment platforms and strategies, including discretionary and non-discretionary management, proprietary models, and access to third-party managers.

Janett White is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Her prior roles include positions at Thrivent Financial, Ryan Paape - Apex/Thrivent, Community First Credit Union, Outagamie County, and East Wisconsin Savings Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning without managing implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Tanner Hopfensperger is a financial advisor with Robert W. Baird & Co. in Fox Valley, Wisconsin. He holds a Series 66 designation and has one year of experience at Baird, following six years at American Family Insurance and four years at Ameriprise Auto and Home Insurance. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Christopher Howard is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002 and has been affiliated with Mountain Bay since 1997. 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 covering various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Barbara Frosch is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has held prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Hintz is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent since 2016, including roles at Thrivent Financial and Thrivent Investment Management. Prior to joining Thrivent, he worked at Natural Healthy Concepts for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Andrew Fleek is a financial advisor at Edward Jones in Appleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at JXN Logistics and spent sixteen years at Lawrence University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Truyman is a Series 66-licensed financial advisor with LPL Financial and Johnson Financial Group, based in Appleton, WI, with five years of industry experience. His prior roles include positions at Thrivent Financial and Connect, powered by American Family Insurance. In addition to his advisory work, he has involvement in referral compensation activities with Johnson Financial Group's Trust Department and operates a related LPL business entity. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by technology tools, and manages over $819 billion in discretionary assets through a large network of advisors.

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.

Nick Zanders is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Carl Treager Elementary PSC and is involved in business ownership through MDR Enterprises LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Nicholas Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held positions at Colleton River Club, Port Royal Golf and Racquet Club, and Dick's Sporting Goods. He also operated a sole proprietorship from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.