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.

Shawn Smith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and business continuation planning, with the option to combine planning with managed-account services under the WealthPlan program.

Jack Dodd is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Thrivent Financial, Kwik Trip, Concordia University Saint Paul, Menards, and the Wisconsin Timber Rattlers. 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, comprehensive planning covering various topics such as retirement, tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

Gerald Gillespie is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Woodbury Financial Services, Sii Investments, and MassMutual. He is the managing member of Gillespie & Associates Financial Services LLC, where he analyzes and recommends life, disability, and long-term care insurance products, and he also presents corporate financial wellness seminars for businesses in Northeastern Wisconsin. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by a network of affiliated advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party services to manage portfolios across a variety of investment types.

Connor Zilisch is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and three years of industry experience. He has held various roles within Thrivent and has worked outside finance in positions such as at the 10th Frame Bar and Grill and Buffalo Toronto Public Media. Outside of advising, Zilisch serves as an assistant coach for the men's hockey and lacrosse teams at Lawrence University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and planning without discretionary trading authority, offering integrated solutions that combine planning with managed-account programs under a consolidated billing option.

Heather Dretzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Joshua Anderson is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and one year of industry experience. He has been with Thrivent since 2024 and serves as a board member of the Rotary Club of Oshkosh, a nonprofit service organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive, goal-based financial planning across a range of topics without discretionary trading authority.

Bart Milton is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

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.

Sarah Tomaszewski is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2016 and previously worked with AXA Advisors. Tomaszewski also operates Nexstep Financial Group, LLC, a separate business entity. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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.

Vladimir Blazek is a financial advisor with Equitable Advisors in De Pere, WI. He holds a Series 66 designation and joined Equitable Advisors in 2026. Prior to his current role, he has held various positions including at Allen Lund Company and Express Employment Professionals. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them with advisory models implemented by third-party managers or discretionary portfolio advisors.

Jeffrey Puissant is a financial advisor with Robert W. Baird & Co. in Shawano, Wisconsin, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he serves as an advisor to the Howard Suamico Education Foundation, managing the foundation’s assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and brokerage services, utilizing a range of investment strategies and manager options to meet diverse client goals and risk tolerances.

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.