Alice Naef is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 17 years with Investment Centers of America and SII Investments, Inc. in advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Horman is a Series 66-credentialed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2020. He has 11 years of industry experience, including positions at Ahlstrom-Munksjo and operating his own practice. Outside of his financial career, Horman serves as a certified hockey official for USA Hockey and WIAA games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a large national network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Stiltjes is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Community First Credit Union and CUSO Financial Services, LP. He also has experience in insurance and sports properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jared Loughrin is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across various financial topics, with options to combine planning and managed-account services while keeping them separate.

Cory Nickel is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and SagePoint Financial. Outside of his advisory role, Nickel is involved in wealth management through his LLC and provides fixed insurance solutions. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced asset-allocation tools and access to various third-party money managers.

Jonathan Whitver is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 credential and nine years of industry experience. He previously worked at Bankers Life Securities Inc. and Banker's Life & Casualty for over ten years. Whitver is also associated with Community First Credit Union. 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 financial planning, asset management, and institutional platforms through a large network of advisors.

Elizabeth Wallace is a financial advisor with Ameriprise in Kaukauna, WI, holding a Series 66 designation and with 5 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she manages her business activities through MC Lowery, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive, research-driven recommendations supported by a centralized consulting team, combining modeling and tax-efficiency analysis to tailor income strategies.

Nicolas Schaalma is a financial advisor at Edward Jones in Appleton, WI, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a network of more than 23,700 financial advisors. The firm is noted for its large retail advisor and branch footprint, affiliated capabilities beyond advisory services, and operation under a fiduciary standard.

Steven Phipps is a financial advisor with LPL Financial in Neenah, WI, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2018, he worked at Woodbury Financial Services and has been involved with Kobussen Buses as a bus driver since 2014. He also serves as a town clerk for Stockbridge, WI, and has experience as a licensed real estate broker. LPL Financial is a national broker-dealer and registered investment adviser that delivers advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and utilizes technology and a broad platform of financial services alongside its advisory offerings.

Aoibheann Greene is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2011. Greene serves on the board of the Mary Beth Nienhaus Activity Center in Appleton, WI. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Cory Rognstad is a CFP® and Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2015. He has 10 years of industry experience and is based in Fox Valley, Wisconsin. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, employing both traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

Bryan Grant is a ChFC® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc for seven years and Sii Investments for eight years. Grant is an owner and partner in several financial-related businesses, including Tax Management Services, which provides individual and corporate tax preparation, and he offers investment education through Tenacity Advisory Group. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Lyle Hanson Jr. is a financial advisor with Primerica Advisors in Menasha, WI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1987. Outside of finance, he has operated Hanson's Roofing & Home Improvement since 1978. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Susan Behm is a financial advisor with OSAIC, holding a Series 66 designation and bringing 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 17 years and has ownership experience at Behm and Associates, Inc., where she provided financial analysis during divorce proceedings. Susan is also a commissioned notary public in Wisconsin. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and the use of multiple advisory platforms.

Ryan Schmitt is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at McAdam LLC and Nurses PRN. Schmitt has experience in investment advisory services and fixed insurance sales through his activities at McAdam LLC. The DDK Group at Robert W. Baird & Co., where Schmitt works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services along with extensive investment solutions.

Jennifer Warner is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 designations and has 28 years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 the services separate.

Tina Andrew is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 registrations and 22 years of industry experience. She has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2012. 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 planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing arrangement called “WealthPlan.”

Patrick Raasch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he works as an Uber driver and serves as a notary public for clients as needed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Jordan Klessig is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at various roles within Thrivent Financial since 2020. Outside of his advisory work, Klessig serves as the president of Friends of the Brillion Public Library, a nonprofit organization supporting the local library. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Donald Berken is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. since 2017. Prior to his financial career, he spent ten years at Berken Heating & Cooling, Inc. Berken also receives non-investment-related compensation for referrals of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm employs a model-delivery investment approach managed by unaffiliated asset managers and supports trade execution and custody through Pershing.