Patrick Suprise is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 43 years of industry experience, including prior roles at Invest Financial Corporation and OSAIC Services, Inc. He is also listed as president of Valley Financial Group, a non-investment-related entity used for cost-sharing purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a broad network of over 22,800 advisors.

Randall O Bright is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Primerica Financial Services since 2000 and leadership positions in several small businesses, including Gear N Up Bike Shop and Basement Repair Specialists. He also engages in part-time sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors.

Adam Domask is a Series 66-registered advisor at Thrivent Investment Management in Appleton, WI, with 14 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics through a network of Financial Advisors. The firm’s approach combines holistic, goal-based analyses with ongoing or one-time planning engagements, distinct from portfolio management or institutional advisory services.

Boyd Scott is a Series 66-credentialed financial advisor with eight years of industry experience, currently practicing at Edward Jones in Appleton, WI. Prior to joining Edward Jones in 2018, he was affiliated with the University of Wisconsin Oshkosh from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets under management, and maintains a nationwide network of financial advisors and branch offices.

Nicholas Corrente is a financial advisor with Stifel in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at B.C. Ziegler and Company and J.P. Morgan Securities. He serves on the Board of Education for Trinity Lutheran Church and School in Menasha, WI. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Engels is a financial advisor with OSAIC in Greenville, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America and its affiliated entities from 2017 to 2024, and he has operated Engels and Lautenschlager since 2009. Outside of advising, Engels is involved in selling life insurance and annuity products and serves as a trustee managing account reviews and adjustments. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

John Zimmer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He is currently with OSAIC and has previously worked at Securities America, Inc. and Next Financial Group Inc. He is a part owner of Zimmer Brothers LLC, which holds ownership in the building where his financial advisory services are conducted, and he serves as a Notary Public. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Michael Verstegen is a CFP®-certified financial advisor with LPL Financial, based in Kimberly, Wisconsin. He has 26 years of industry experience and has been with LPL Financial and its predecessor firm since 2004. In addition to advisory services, he serves as a notary public to clients without charging a fee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of advisors with diverse investment approaches and integrates machine-learning tools for operational and research purposes.

Kurt Heling is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at Woodbury Financial Services and has managed his own CPA and accounting firms. Outside of his advisory work, he serves as treasurer of a nonprofit arts academy and manages a quarter horse LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement consulting. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across numerous investment options.

Jeffrey Scott is a financial advisor with Edward Jones in Appleton, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Bush is a financial advisor with Morgan Stanley in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to this, he spent time at Deloitte Belgium and Baker Tilly Search and Staffing, as well as periods as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services that utilize structured planning tools and market modeling techniques.

Nathan Vanstippen is a financial advisor with LPL Financial in Kaukauna, Wisconsin, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Sii Investments, Packerland Brokerage Services, and Stifel. Outside of his advisory work, he has been involved with Charlotte's Car Wash LLC, a for-profit business. 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, model portfolio programs, and institutional platforms, with a focus on leveraging technology and a broad service network.

Nicholas Huss is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Investment Centers Advisors Group, Huss Financial, LLC, and Premier Community Bank. Outside of his advisory work, he is involved in a landscaping contracting business in 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 asset management services delivered through an extensive network of advisors using both proprietary research and third-party strategies.

Marcie Kimmes is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent Financial since 2019. Prior to her current role, she was involved with Our Savior's Lutheran Church for 14 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based financial analyses and planning covering topics such as retirement, estate, and tax planning, while keeping planning and managed-account services separate.

Tyler Kruepke is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His career includes roles at Thrivent Financial, Thrivent Investment Management Inc., Thrivent Distributors LLC, and Community First Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses and written recommendations on a broad range of financial topics without including implementation. The firm offers clients the option to combine planning with managed-account services through a consolidated billing program called WealthPlan.

Timothy Richmond is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with various Thrivent entities since 2011. Outside of his advisory role, he owns a small business involving the purchase and resale of merchandise from storage lockers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, providing written, goal-based financial planning without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Anthony Heinz is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jennifer Brunette is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Capital Credit Union, CUSO Financial Services, U.S. Bank, and Community First Credit Union. Outside of her advisory work, she is a notary public and involved with The Loft, a separate business. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

William Packard is a financial advisor at RBC Capital Markets with 21 years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate tailored investment strategies using both in-house and third-party managers.

Gary Frank is a financial advisor with LPL Financial based in Appleton, WI, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2018 and previously spent ten years with INVEST Financial Corp. He also operates Frank & Associates, a firm he has led since 1998. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by both proprietary and external research.