Eric Blankenfeld is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. His work history includes roles at BMO Harris Bank, Wells Fargo Clearing Services LLC, and Thrivent Financial for Lutherans. 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 financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of advisors and a broad range of advisory and non-advisory financial services.

James Brueggeman is a financial advisor at OSAIC with six years of industry experience. He previously worked at Securities America Advisors and Jewelers Mutual Insurance Group. Outside of his advisory role, he owns and manages a small portfolio of rental properties. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with options for discretionary and non-discretionary management.

Jamie Hanuszczak is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Thrivent and its related entities since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations on various financial topics. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate planning and investment management functions.

William Weiner is a financial advisor with LPL Financial in Appleton, Wisconsin, holding a Series 63 designation and 35 years of industry experience. He previously worked at SII Investments, Inc. for 16 years before joining LPL Financial in 2018. Outside of his advisory role, he consults for Wisconsin Blizzard Basketball, Inc., assisting with team organization, scheduling, coaching selections, and try-outs. 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 access to model portfolios and third-party asset managers, supported by extensive operational tools and a broad suite of financial products.

Darrick Munsch is a financial advisor at Edward Jones in Neenah, WI, holding Series 63 and Series 66 credentials with 22 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Private Client Services, Nicolet National Bank, SII Investments, Inc., and Nicolet Wealth Management, LLC. He serves as a board member of the Evergreen Foundation Inc., which supports community projects for residents of the Evergreen Community in Oshkosh, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Derek Johnson is a financial advisor at Ameriprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities before joining Ameriprise. Outside of his advisory role, he manages a separate advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Luke Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked in various roles including property services and university housing before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Gabriel Koch is a financial advisor with Edward Jones in Kaukauna, WI, holding Series 66 and Series 63 designations and over 22 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Buss is a financial advisor with Thrivent Investment Management in Appleton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns a personal photography business and serves on the Board of Personnel at Faith Lutheran Church in Appleton. He also works as a substitute track announcer at Shawano Speedway. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

Scott Webster is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SagePoint Financial Advisors and Edward Jones. Outside of his advisory role, Webster is involved with SA Webster Financial Services SC, a business entity established for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms.

Debra Hackelgostas is a financial advisor with Mass Mutual Investors Services in Neenah, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 33 years of industry experience, having worked at Mass Mutual Investors Services since 1993 and at MassMutual Life Insurance Co since 1992. Outside of her advisory role, she is involved in supportive home care services for her adult son with special needs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and various event-driven planning programs.

William Weber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual and a distributor role with AdvoCare, where he sells nutritional supplements. He also serves as a brand ambassador for a clothing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive planning across various financial topics without implementing recommendations directly. The firm supports combining planning with managed-account services under a consolidated billing option called WealthPlan.

Landon Wiese is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Thrivent Financial for Lutherans, First Allied Securities, and Cetera ADVISORS. Wiese is also involved in wealth advisory through his ownership of LakeHaus Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Jacob Vande Voort is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He previously worked at Financial Planning & Information Services, Inc. for 15 years before joining OSAIC Wealth Inc. He is based in Combined Locks, Wisconsin. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Andrew Ryan is a financial advisor with OSAIC based in Appleton, WI, holding a Series 66 credential and five years of industry experience. He previously worked at Lincoln Financial Advisors and BMO Harris Bank. Outside of financial advising, Ryan serves as the Director of Worship and Music Ministries at Cross Walk Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment options and third-party managed accounts.

Mark Rasner is a financial advisor with Ameriprise who holds the CFP® and ChFC® designations and has 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Rasner is also engaged in authoring a book that he plans to publish and make available for purchase. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Hilary Bevers is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at various Thrivent entities since 2006, including Thrivent Financial and Thrivent Investment Management. 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 addresses a wide range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Evan Watzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Raymond James Financial Services and Belmark Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Diestler is a CFP® professional with 35 years of industry experience, currently with Ameriprise since 2005. Based in Green Bay, WI, Diestler has held roles at Ameriprise Financial Services, Inc. and Ameriprise, focusing on financial advisory services. Outside of advising, Diestler is involved in business ownership related to executive suites through KC Capital Ventures, LLC. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that integrates research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin Sonnentag is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes roles at Trustmark Voluntary Benefits and Holbrook Court Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics without managing assets directly. The firm’s approach allows clients to integrate planning with managed-account programs under consolidated billing while maintaining separate services.