Jerrad Radocay is a Series 66-licensed financial advisor with Thrivent Investment Management in Green Bay, WI, where he has worked since 2018. He has seven years of industry experience and previously held roles with the Green Bay Packers and the Wisconsin Timber Rattlers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed accounts and emphasizes holistic analysis without discretionary trading authority for its planning service.

Steven Kornetzke is a financial advisor at Robert W. Baird & Co. in Appleton, WI, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert W. Baird since 2007. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Michael Spielvogel is a Series 66 licensed financial advisor with LPL Financial, based in Appleton, WI, and has three years of industry experience. His prior work history includes roles at Cambridge Investment Research and Linked Living Homes, along with service in the Wisconsin Army National Guard. 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 portfolios, third-party asset management, and institutional platforms.

Marshall Johnson is a financial advisor with Ameriprise in Neenah, WI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Ameriprise since 2018 and previously at Investment Professionals Inc. Johnson is also the owner and operator of Harvest Wealth Management, LLC, a financial advisory business based in Appleton, WI. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

David Purcell is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Robert Baird & Co. since 1997 and Nmis since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Adam Katch is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Private Client Services, and SII Investments, Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Ryan Johnson is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Wells Fargo Clearing in Appleton, WI. 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 investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nadine Tarabishi is a CFP® professional with 21 years of industry experience. She has been with Edward Jones since 2019 and previously worked at Private Client Services, Nicolet Advisory Services, SII Investments, and NYLife Securities. Nadine holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors.

Isaiah Van Roy is a Series 66 licensed financial advisor with Edward Jones in Neenah, WI, with one year of industry experience. Before joining Edward Jones, he worked at Americold Logistics Inc. as a lift truck operator for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its large network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Maxwell Gallagher is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families navigate complex financial decisions. He works closely with clients to understand their priorities and develop strategies that address short-, mid-, and long-term goals. Maxwell provides guidance on a range of financial matters including investing, retirement planning, tax minimization, and retirement income, and can connect clients with Bank of America specialists for additional banking and financing solutions. Maxwell holds a Bachelor's Degree from Marquette University and is a Personal Investment Advisor (PIA). He is a member of the Greater Green Bay Chamber and serves on the board of the New Leaf Prep Academy. Outside of his professional work, Maxwell enjoys boating, fishing, football, golfing, hunting, ice hockey, music, photography, woodworking, and spending time with his family.

Roy Olson III is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. He has worked at Thrivent Financial and its predecessor entities since 2008, with a one-year employment gap in 2018-2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning on various financial topics without including implementation of recommendations.

Devin Ziegler is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has held various positions including coaching youth volleyball, where he works with 17-18 year old boys. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning with managed accounts through a consolidated billing option called “WealthPlan.”

Benjamin Wagner is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial For Lutherans since 2011. 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 planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and managed-account services separate.

Jason Puyleart is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Fox Valley Golf Club and CONNECT, powered by American Family Insurance. Outside of advising, he owns Bones Indoor Golf, a retail business in De Pere, WI. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored retirement income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Travis Schumann is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 designation with six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Prior to that, he was employed at Franchise World Headquarters, LLC for six years. 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 analyses and enables clients to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan.”

Andrew Foucault is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2009, previously serving at UBS Financial Services and Piper Jaffray Inc. His practice is based in Appleton, Wisconsin. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Brian Hermes is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Tax Management Services Inc. In addition to his advisory role, Hermes provides tax preparation, life and health insurance, and financial planning through his sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers.

Karli Salscheider is a financial advisor with LPL Financial based in Green Bay, WI. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at BMO Bank NA and BMO Harris Bank, as well as positions in the nutrition sector with Spark Nutrition and Herbalife. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a range of investment strategies.

Tricia Oltmann is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Paul Gigot is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Thrivent Investment Management since 2011 and has worked with Thrivent Financial for Lutherans since 2008. Thrivent Investment Management offers 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 broad range of planning topics and provides an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”