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 has worked at several firms including BMO Harris Financial Advisors and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage solutions including financial planning and model portfolio programs.

Rachael Sturm is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Thrivent and its affiliates since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various planning topics without including implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

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 at Edward Jones with 22 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining Edward Jones in 2014. Hale holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

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 with Thrivent Investment Management in De Pere, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and The OC. Outside of her advisory work, she is an artist who creates and sells paintings under the name Janine Amundson - Hand Crafted by J and works as a bartender and server at Cherry Hills Golf & Lodge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm delivers holistic analyses and written recommendations across various planning areas through a large network of advisors.

Shaun Archambeau is a financial advisor with LPL Financial in Appleton, WI. He holds Series 63 and 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at BMO Bank NA and has been involved with Lions Tail Brewing Co since 2018. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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 with RBC Capital Markets in Appleton, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Baker Cheese, Oshkosh Defense, and K&K Homestead. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.