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.

Craig Schmidt is a financial advisor with Wells Fargo Clearing in Appleton, Wisconsin. He holds a Series 66 designation and has 20 years of industry experience, including roles at Wells Fargo Advisors LLC from 2011 to 2016. Schmidt has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Matthew Gioffredi is a financial advisor with Edward Jones in Greenville, WI. He holds a Series 66 designation and has over 20 years of experience, including a 23-year tenure at G2 Paper, Inc., before joining Edward Jones in 2025. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Theodore Balthazor is a financial advisor with OSAIC and holds a Series 63 designation. He has 29 years of industry experience, previously working at Sagepoint Financial, Inc. and Packerland Brokerage Services, Inc. He is also president and owner of Balthazor & Strube Financial & Insurance Services, an independent insurance agency specializing in life, health, long-term care, disability, and annuity products. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Christopher Tritt is a CFP® professional affiliated with LPL Financial, with three years of industry experience. He has worked at Fischer Retirement Solutions and Illumination Wealth Management, and previously spent four years at Wiatr & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Kenneth Truyman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Thrivent Financial and Humana Inc. Outside of his advisory role, he is involved with ECA Marketing, offering non-variable insurance products including whole life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad platform of both advisory and non-advisory financial products.

Daniel Vanden Boom is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to his advisory role, he spent time at UW Madison and Kimberly High School. He is also a commissioned notary public in the state of Wisconsin. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Thomas Sonnentag is a financial advisor with Raymond James & Associates in Appleton, WI, holding a Series 66 designation and 22 years of industry experience. He previously worked at SII Investments, Inc. for 17 years before joining Raymond James in 2018. Sonnentag is a limited partner in a family limited partnership involved in trading publicly traded companies, though this is a passive role. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Benjamin Urban is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and concurrently serves at BMO Bank NA since 2015. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.