Natasha Van Hout is a financial advisor at Ameriprise with Series 66 credentials and has been with the firm since 2024. She has prior work experience in retail and food service, including employment at Holidays Pub & Grill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Ryan Morgan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Anthony Varga is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 11 years of experience in helping investors manage, grow, and preserve their wealth through personalized financial planning strategies. Anthony focuses on understanding clients' individual goals and priorities to develop tailored plans that reflect their unique financial situations. His areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Anthony holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Anthony earned his Bachelor's Degree from the University of Wisconsin Oshkosh. Outside of his professional role, he enjoys bowling, football, music, photography, reading, spending time with his family, and watching movies. He is also a dedicated father and an Air Force veteran with service in both Iraq and Afghanistan.

Matthew Zarter is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He worked at SII Investments, Inc. before joining LPL Financial in 2018. Outside of advisory services, he maintains insurance agency roles with Mass Mutual, Ash Brokerage, and National Guardian Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

David Wendland is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He participates in community activities through his roles on the finance and tuition assistance committees at Fox Valley Lutheran High School in Appleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a substantial network of financial advisors and branches nationwide.

G Preston Kendall IV is a financial advisor with Robert W. Baird & Co. in Fox Valley, WI, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Sheilah Vandenhouten is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2019. Prior to her financial career, she was an independent Mary Kay beauty consultant from 2011 to 2019, a role she continues on a limited basis servicing prior clients. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option while maintaining a separation between these offerings.

Christopher Schumacher is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the managing partner of a liability protection partnership for his hunting land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers goal-based planning on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

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®-certified financial advisor with LPL Financial and has three years of industry experience. He previously worked at Illumination Wealth Management and Wiatr & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Kenneth Truyman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2017 to 2023 and at Humana Inc. from 2011 to 2017. He is also involved in selling non-variable insurance products, including whole life, universal life, long-term care, and disability insurance through ECA Marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios, research, and technology such as machine learning.

Daniel Vanden Boom is a financial advisor with LPL Financial in Kimberly, Wisconsin. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Daniel worked at UW Madison. He is also a commissioned notary public in the state of Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and multiple portfolio strategies.

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 at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at BMO Bank NA since 2015. Urban joined LPL Financial in 2021 and operates out of Appleton, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.”