Charles Butler Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Stifel and B.C. Ziegler and Company. Outside of finance, he serves as a senior pastor at Breakthrough Covenant Church in Appleton, WI, where he preaches and teaches the Bible. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bethany Fischer is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Thrivent Investment Management Company since 2020 and was previously with Thrivent Investment Management Inc. from 2014 to 2019, maintaining a continuous relationship with Thrivent Financial for Lutherans since 2013. 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 financial planning without discretionary trading authority, allowing clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Craig Siminski is a CERTIFIED FINANCIAL PLANNER™ with 28 years of industry experience. He is currently with OSAIC and previously worked at Sagepoint Financial Advisors and Ohio National Financial Services. Outside of advisory work, he hosts a quarterly live radio show on Relevant Radio in Green Bay, WI. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced asset-allocation tools, multiple advisory platforms, and access to third-party money managers and wrap programs.

Alisa Lamal is a CFP® and Series 66-registered financial advisor with two years of industry experience. She is currently with Cetera and also serves as a financial professional at Kadletz Wealth Management. In addition to her advisory work, she holds a notary public commission. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Zuleger is a financial advisor with Robert W. Baird & Co., holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he serves as a compensated board member for Keller Inc. and as treasurer on the Xavier Foundation Board. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary strategies, tax-management, and direct indexing, supported by internal research and ongoing manager oversight.

Maximilian Roth is a financial advisor at Ameriprise with 49 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 1977. Outside of advising, he serves on the board of directors for Woodside and participates in finance committees for local community organizations and a family business consulting on concession planning. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides annual financial planning and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Dane Klintworth is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2012, following prior roles at Ameriprise and Edward Jones. 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, and institutional platforms, supported by advanced operational and research tools.

James Hayes is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kyle Santos is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and one year of industry experience. He serves as an assistant defensive coach for linebackers at St. Norbert College football and works as a performance coach focused on strength, speed, and conditioning through ETS Performance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bart Malcomson is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2005. 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 financial plans and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management functions.

Donald Murray is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Edward Jones in Green Bay, WI since 2009. 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 and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Kenzi Griffith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Cambridge Investment Research since 2021 and has a background that includes time at Baird and the Wisconsin Athletic Club. Outside of advising, Kenzi is the owner of a yoga studio in Neenah, WI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Brian Paulson is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, he is involved with BA Paulson Financial, LLC, which rents office space to other advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Matt Vanden Heuvel is a financial advisor with Raymond James & Associates in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked for RBC Capital Markets Corporation for 13 years. He serves on the boards of two nonprofits, including as president of the St. Francis Xavier Foundation and as a board member of the Life Tools Foundation, which provides tutoring services to low-income students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting through a variety of advisory programs, combining multiple portfolio management styles with research and model manager options, and provides municipal advisory services alongside its investment offerings.

Elizabeth Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has worked at Thrivent since 2021 and has prior experience with Packerland Brokerage Services Inc and Brian Vandehey Insurance & Financial Planning. Outside of her advisory role, she is an independent distributor for Young Living, a company specializing in essential oils and natural products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while keeping these services separate and does not provide portfolio management for institutional clients.

Jacqueline Zuleger is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she works as a consultant for Beautycounter and is a clothing sale associate at a boutique in Appleton, WI. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment strategy methodology developed by its Investment Strategy Group.

Ashley Nick is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Thrivent Financial since 2018 and also works at J. J. Keller & Associates, Inc. since 2014. 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, with the option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Elijah Sorem is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at TC Transcontinental for four years and was employed at Appleton North High School for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations.

Bailey Hegg is a Series 66-licensed financial advisor with one year of industry experience, currently with Thrivent Investment Management. Prior to joining Thrivent, Hegg worked in the Appleton Area School District for five 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 financial planning covering a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Kristin Zahringer is a CFP®-certified financial advisor with Edward Jones, where she has worked for 12 years. She holds a Series 66 designation and is based in Kaukauna, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.