Michael Savolt is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and SII Investments Inc. Outside of his advisory role, he is the founder of Tax Management Services, Inc., which provides tax and business consulting services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of portfolio management options supported by firm-provided tools and access to multiple third-party platforms.

Paula Simon is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her background includes roles at Community First Credit Union, CUSO Financial Services, Northwestern Mutual Investment Services, and Chase Bank. She also spent time working at Sherwood Forest Golf Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources along with various portfolio management options.

Erica Rennison is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Baird Private Wealth Management since 2025, following roles at Apex Financial Group and Thrivent Financial. Outside of her advisory work, she is a part-time bartender at Willie Beamons, a family-friendly bar and grill that hosts sporting events. The DDK Group at Robert W. Baird & Co., where Erica practices, serves individuals, families, pensions, corporations, and charitable organizations with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Carson Bieber is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent four years with Googins Advisors, Inc. His background also includes a role at Kohler Company and time as a student. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from internal and external sources to guide diversified investment strategies.

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 bringing 25 years of industry experience. She has worked at LPL Financial since 2013 and previously at BMO Harris Bank since 2022. Outside of her advisory role, she acts in a fiduciary capacity as a power of attorney for her parents. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with proprietary and third-party research and model portfolios.

James Boland is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has been associated with LPL Financial since 2023 and is also involved in teaching and administrative duties at Tamarack Waldorf School since 2007. Outside of finance, Boland owns Ampersand Theatre Company LLC in Milwaukee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jennifer Glovacki is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 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 another property in Peronville, Michigan. 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 advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

Samuel Sigler II is a CFP® professional with 31 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously spent 15 years with Ameriprise Financial Services, Inc. Sigler also operates CMSS, LLC, a firm providing tax preparation and accounting services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios and research.

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.

Theresa Henslin is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 19 years of industry experience. She previously worked with BMO Harris Financial Advisor, Inc. from 2015 to 2019 before joining LPL Financial in 2021. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from in-house and third-party sources.

Rachael Sturm is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Thrivent and its related entities since 2006. 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 financial analyses and written recommendations across a range of planning topics, with services available as either one-time or ongoing engagements.

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.

Ryan Hale is a financial advisor with Edward Jones in Brillion, WI, holding Series 63 and Series 65 licenses. He has 21 years of industry experience, including 12 years with Edward Jones since 2014. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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.

Janine Amundson is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has held roles at Thrivent since 2023 and previously worked at U.S. Bancorp Investments and Associated Investment Services. Outside of finance, she owns a small business creating and selling paintings and has worked as a bartender and server at a golf lodge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes periodic plan reviews and offers clients the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”