Angela Jaeger is a financial advisor with Stifel in Appleton, WI, holding a Series 63 designation and 29 years of industry experience. She has worked at Stifel since 2018 and previously spent two years at B.C. Ziegler and Company. Angela also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Craig Schmidt is a financial advisor with Wells Fargo Clearing in Appleton, Wisconsin. He holds a Series 66 designation and has 20 years of industry experience, including roles at Wells Fargo Advisors LLC from 2011 to 2016. Schmidt has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Matthew Gioffredi is a financial advisor with Edward Jones in Greenville, WI. He holds a Series 66 designation and has over 20 years of experience, including a 23-year tenure at G2 Paper, Inc., before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Theodore Balthazor is a financial advisor with OSAIC and holds a Series 63 designation. He has 29 years of industry experience, previously working at Sagepoint Financial, Inc. and Packerland Brokerage Services, Inc. He is also president and owner of Balthazor & Strube Financial & Insurance Services, an independent insurance agency specializing in life, health, long-term care, disability, and annuity products. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Christopher Tritt is a CFP® professional affiliated with LPL Financial, with three years of industry experience. He has worked at Fischer Retirement Solutions and Illumination Wealth Management, and previously spent four years at Wiatr & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Kenneth Truyman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Thrivent Financial and Humana Inc. Outside of his advisory role, he is involved with ECA Marketing, offering non-variable insurance products including whole life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad platform of both advisory and non-advisory financial products.

Daniel Vanden Boom is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to his advisory role, he spent time at UW Madison and Kimberly High School. He is also a commissioned notary public in the state of 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 portfolio management services through a large network of investment adviser representatives.

Thomas Sonnentag is a financial advisor with Raymond James & Associates in Appleton, WI, holding a Series 66 designation and 22 years of industry experience. He previously worked at SII Investments, Inc. for 17 years before joining Raymond James in 2018. Sonnentag is a limited partner in a family limited partnership involved in trading publicly traded companies, though this is a passive role. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Benjamin Urban is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and concurrently serves at BMO Bank NA since 2015. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Sell is a financial advisor with Thrivent Investment Management in Appleton, WI, holding the Series 66 designation and having 19 years of industry experience. He has worked at Thrivent and its related entities since 2007. Outside of his advisory role, Sell has been involved with Campus Crusade for Christ since 1994. 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 without discretionary portfolio management for institutional clients, offering both one-time and ongoing planning engagements.

Betsy Zemlock is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliates since 2014. Outside of her advisory role, she serves as a school board clerk for the Little Chute Area School District and is an assistant volleyball coach for a youth team in Appleton, WI. 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 planning covering a wide range of topics and allows clients to combine planning with managed-account programs while keeping these services separate.

Allan Davies is a financial advisor with Thrivent Investment Management in Greenville, WI, holding the Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. 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 across a broad range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jeffrey Garrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with several financial institutions throughout his career, including prior tenures at LPL Financial and Community First Credit Union. Garrett operates in Neenah, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.

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.