Joseph Miller is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2007, including a role with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner in a real estate venture, Pike River LLC, based in Athelstane, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings alongside specialized investment and trading activities.

Jenna Mielke is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James & Associates since 2021. She previously worked at RBC Capital Markets from 2014 to 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Reid Molitor is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Knuth Financial Life Planning and Goldenboys. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and research from its Center for Financial Research.

April Keil is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked with LPL Financial since 2013 and is also affiliated with BMO Harris Bank since 2022. Outside of her advisory role, she acts in a fiduciary capacity as power of attorney for her parents. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial services.

James Boland is a financial advisor with LPL Financial in Neenah, Wisconsin, holding a Series 66 credential and three years of industry experience. He has been involved in teaching and administrative duties at Tamarack Waldorf School since 2007. Outside of his advisory role, Boland is the owner of Ampersand Theatre Company LLC, a nonprofit organization based in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by numerous advisor-facing tools and a broad network of investment advisor representatives.

John Schorse is a financial advisor at Osaic with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 15 years. Schorse serves as a board member of the Evergreen Foundation, a senior living retirement community in Oshkosh, 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 investment advisory services, utilizing various asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jennifer Glovacki is a financial advisor with LPL Financial in Appleton, WI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including nearly two decades at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of her advisory work, she owns a farm and a property in Peronville, MI. 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, utilizing model portfolios, third-party managers, and customized strategies supported by advanced research and operational tools.

Samuel Sigler II is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years at Ameriprise Financial Services. Outside of his advisory role, he is involved with CMSS, LLC, a tax preparation and accounting firm. 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 asset management services, utilizing both proprietary and third-party strategies with technological tools to support advisors.

Brent Robinson is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with Thrivent Investment Management, where he has worked since 2019, and previously held roles at Northwestern Mutual Wealth Management Company and several other firms. Robinson serves as a general board member of Shepherd of the Valley Lutheran School, participating in governance and decision-making for the institution. 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 across various financial topics, combining planning with managed-account programs while maintaining separation between the two services.

Ronald Schabel is a financial advisor at Primerica Advisors with 40 years of industry experience. He has been with Primerica Advisors since 1986 and with Primerica Financial Services since 1985. He holds the Series 65 and Series 63 licenses. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors.

Theresa Henslin is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 19 years of industry experience. She has worked at several firms including BMO Harris Financial Advisors and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage solutions including financial planning and model portfolio programs.

Rachael Sturm is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Thrivent and its affiliates since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various planning topics without including implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

David Verkuilen is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020 before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Schumacher is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2010 to 2016. Outside of her advisory role, she works as a bartender at Broken Tree Pizza in Appleton. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lisa Neville is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2015. 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 analyses and allows clients to combine financial planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping the two services separate.

Chad Hopfensperger is a financial advisor at Edward Jones in Neenah, WI, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Shaun Archambeau is a financial advisor with LPL Financial in Appleton, WI. He holds Series 63 and 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at BMO Bank NA and has been involved with Lions Tail Brewing Co since 2018. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Rust is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Rust is also president of Evolution Wealth Management Inc., a financial planning and advisory business in Appleton, WI. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs asset-allocation tools and third-party platforms to manage diversified portfolios for individual and institutional investors.

Eric Wilke is a Series 66 licensed financial advisor at OSAIC with eight years of industry experience. He previously worked at Woodbury Financial Services Inc. for seven years and operates a separate health and life insurance and fixed annuities business through WT Financial. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with various investment platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.