Anthony Heinz is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 63 designation and 35 years of industry experience. 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jennifer Brunette is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Capital Credit Union, CUSO Financial Services, U.S. Bank, and Community First Credit Union. Outside of her advisory work, she is a notary public and involved with The Loft, a separate business. 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 offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

William Packard is a financial advisor at RBC Capital Markets with 21 years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate tailored investment strategies using both in-house and third-party managers.

Gary Frank is a financial advisor with LPL Financial based in Appleton, WI, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2018 and previously spent ten years with INVEST Financial Corp. He also operates Frank & Associates, a firm he has led since 1998. 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by both proprietary and external research.

Craig Weyenberg is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Cambridge Investment Research Advisors. Outside of his advisory role, he owns a handyman and construction business as well as a farm business. 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 financial planning and investment management services through a large network of advisors, employing various strategies and leveraging technology tools for operational support.

Brent Mares is a CFP® with 18 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he operates an online sales business as a sole proprietor. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and offering a broad range of financial services beyond advisory solutions.

Griffin Wiegel is a financial advisor at Edward Jones in Greenville, WI, holding a Series 66 designation with experience beginning in 2024. Prior to joining Edward Jones, his work history includes roles at Winona State University, Winona Heating and Venting, Amazon, the City of Winona Street Department, Kwik Trip, and Anduzzi's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Shane Kanaman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previous work history with multiple credit unions and a sports-related business. Kanaman is also co-owner of Sunset Adventures Wealth Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Ernest Lietzan III is a financial advisor with LPL Financial in Appleton, WI, holding a Series 63 designation and over 34 years of experience in the industry. He has been with LPL Financial since 2003. Outside of his advisory role, he works as an independent insurance agent selling fixed annuities and various types of insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Mann is a financial advisor with LPL Financial in Appleton, WI, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Chase Investment Services Corp., and CUSO Financial Services. He is also involved with Community First Credit Union through Community First Financial Advisors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational and research tools while managing over $819 billion in discretionary assets.

Daniel Bekx is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Thrivent Investment Management since 2008 and worked within various Thrivent Financial entities during that time. Outside of his advisory role, he performs as a freelance wedding musician and entertainer, providing live and recorded music for private wedding events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Jennifer Schwan is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.