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.

Randall O Bright is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Primerica Financial Services since 2000 and leadership positions in several small businesses, including Gear N Up Bike Shop and Basement Repair Specialists. He also engages in part-time sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors.

Adam Domask is a Series 66-registered advisor at Thrivent Investment Management in Appleton, WI, with 14 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics through a network of Financial Advisors. The firm’s approach combines holistic, goal-based analyses with ongoing or one-time planning engagements, distinct from portfolio management or institutional advisory services.

Boyd Scott is a Series 66-credentialed financial advisor with eight years of industry experience, currently practicing at Edward Jones in Appleton, WI. Prior to joining Edward Jones in 2018, he was affiliated with the University of Wisconsin Oshkosh from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets under management, and maintains a nationwide network of financial advisors and branch offices.

John Zimmer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He is currently with OSAIC and has previously worked at Securities America, Inc. and Next Financial Group Inc. He is a part owner of Zimmer Brothers LLC, which holds ownership in the building where his financial advisory services are conducted, and he serves as a Notary Public. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Jessica Alcorn is a financial advisor with RBC Capital Markets located in Green Bay, WI. She holds the Series 66 designation and has 20 years of industry experience. Her prior work includes ten years at J.P. Morgan Securities and her current tenure at City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.

Adam Borths is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Raymond James Financial Services and ZK Financial Group. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Verstegen is a CFP®-certified financial advisor with LPL Financial, based in Kimberly, Wisconsin. He has 26 years of industry experience and has been with LPL Financial and its predecessor firm since 2004. In addition to advisory services, he serves as a notary public to clients without charging a fee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of advisors with diverse investment approaches and integrates machine-learning tools for operational and research purposes.

Anthony Lagowski is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2019, and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

David Tassoul is a CFP® with 24 years of experience in the financial industry. He currently works at OSAIC and previously held roles at Woodbury Financial Services, SII Investments, and American General Life Insurance Company. In addition to his advisory work, he owns and operates fixed insurance sales businesses focusing on life insurance and fixed annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Jeffrey Scott is a financial advisor with Edward Jones in Appleton, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Marsha Walls is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. She holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 17 years at Woodbury Financial Services INC prior to joining Osaic in 2024. Outside of her advisory role, Walls owns Walls Wealth Design, LLC, assisting clients with insurance and investment needs, and sells crafts at local fairs as a hobby. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and can be managed on discretionary or non-discretionary bases.

Katie Weinschenk is a Series 66-licensed financial advisor with OSAIC in Green Bay, WI, and has seven years of industry experience. Her prior roles include positions at Woodbury Financial Services, Petal Pusher, and SII Investments / Vision Investment Planning Group. She serves on the Board of Directors for the De Pere Chamber of Commerce and works as a tax preparer at Tax Management Services, Inc. OSAIC serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Wael Rashidi is a financial advisor with RBC Capital Markets in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and has 26 years of industry experience. He previously worked at Associated Investment Services, Inc. for 15 years before joining RBC in 2021. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles. The firm utilizes both in-house and third-party managers and provides services that include financial planning, custody, and brokerage.

Nathan Vanstippen is a financial advisor with LPL Financial in Kaukauna, Wisconsin, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Sii Investments, Packerland Brokerage Services, and Stifel. Outside of his advisory work, he has been involved with Charlotte's Car Wash LLC, a for-profit business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on leveraging technology and a broad service network.

Mark Tumpach is a CFA® charterholder with 16 years of industry experience. He is currently with RBC Capital Markets and previously held roles at Associated Trust Company and Kellogg Asset Management. Outside of his advisory work, he has served as a Brown County Board Supervisor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services through various programs, combining in-house and third-party managers with flexible investment and administrative options.

Nicholas Huss is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Investment Centers Advisors Group, Huss Financial, LLC, and Premier Community Bank. Outside of his advisory work, he is involved in a landscaping contracting business in 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 asset management services delivered through an extensive network of advisors using both proprietary research and third-party strategies.

Tyler Kruepke is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His career includes roles at Thrivent Financial, Thrivent Investment Management Inc., Thrivent Distributors LLC, and Community First Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses and written recommendations on a broad range of financial topics without including implementation. The firm offers clients the option to combine planning with managed-account services through a consolidated billing program called WealthPlan.