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.

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.

Keri Taylor is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 63 designation and has worked at firms including Community First Credit Union, CUSO Financial Services, STIFEL, and B.C. Ziegler and Company. Taylor is also involved with Community First Financial Advisors, a related business entity. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Kniess is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He also maintains an outside insurance practice focused on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software tools and structured planning engagements to deliver written financial recommendations.

Travis Price is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones and Bankers Life & Casualty. Price serves on the board of the Grin2B Foundation, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

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.

Matthew Griffith is a CFP® professional with two years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at New York Life and BASSETTI Americas. Outside of financial advising, he is employed by Yoga3 LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of proprietary and third-party investment strategies.

Michael Shepard is a CFP® with 37 years of industry experience and has been with Ameriprise since 2005. He currently works at Ameriprise in Freedom, WI. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations through a centralized consulting team.

Benjamin Groboski is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2007 and currently works at Thrivent Investment Management in Appleton, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial recommendations across multiple planning areas. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program, while maintaining separation between planning and implementation services.

Alexis Higgins is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 credential and four years of industry experience. She has been with Thrivent and its affiliates since 2021. Outside of her advisory role, she created and managed a parenting blog offering tips on baby care and household management. 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 financial planning across a broad range of topics, offering clients the option to combine planning with managed accounts under a consolidated billing structure.

Brandy Debroux is a financial advisor with Morgan Stanley in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jonathan Sesing is a financial advisor at RBC Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at Baker Cheese, Oshkosh Defense, and K&K Homestead. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles. The firm integrates in-house and third-party investment managers and offers specialized options including tax management, responsible investing screens, and alternative investments.

Jack Dodd is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Thrivent Financial, Kwik Trip, Concordia University Saint Paul, Menards, and the Wisconsin Timber Rattlers. 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, comprehensive planning covering various topics such as retirement, tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

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.