Haley Rives is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Mackey Schneider, Haven Wealth Advisors, and Northwestern Mutual. Outside of financial advising, she owns and manages Rives Real Estate, LLC in Milwaukee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

Adam Paal is a financial advisor with LPL Financial in Appleton, Wisconsin, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc., Cape Financial Group LLC, and Alta Resources. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Brian Hoppe is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Thrivent and its related entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on various financial topics through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning and maintains a separation between planning services and managed-account programs.

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.

Kelly Eichman is a financial advisor at Ameriprise with 21 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Eichman holds a Series 66 designation and is based in Neenah, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Michael Winter is a CFP®-designated financial advisor with Edward Jones in De Pere, WI, where he has worked since 2018. He has eight years of industry experience, including prior roles at Associated Bank and as a security screener for Packerland Aviation LLC, where he assisted with airline security screening for NFL players departing from Lambeau Field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm operates a nationwide network of advisors and branches and offers fiduciary services alongside capabilities such as trust administration and securities-based lending.

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.

Paul Culbertson is a financial advisor with LPL Financial in De Pere, WI, holding a Series 63 designation and 21 years of industry experience. He worked previously at SII Investments, Inc. for five years before joining LPL Financial in 2018. Outside of his advisor role, he is involved with Trinity Management Group, which includes offering fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning to support diversified investment strategies.

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.”

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 financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Johnson Financial Group and Thrivent Financial. Truyman is also involved with Northeast Financial Advisors, a business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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.

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 26 years of industry experience. His prior work includes roles at Securities America Advisors, SSN Advisory, and Sii Investments. Outside of his advisory work, he is involved in tax preparation and accounting through Valley Tax Solutions and has a part-time role in non-variable insurance with ECA Marketing Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at CUSO Financial Services and Community First Credit Union. She also serves as a notary for Capital Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory services, utilizing model portfolios, third-party research, and various management programs.