Mitchell Groeschl is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Morgan Stanley in various capacities since 2016. Outside of his advisory role, he is a co-owner of DP 380 LLC, where he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Gary Frank is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following a decade at INVEST Financial Corp. and over two decades at Frank & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Craig Weyenberg is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked for nine years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he owns a handyman and construction business as well as an agricultural business called Tall Timber & Tines Farms. 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 financial planning and a range of advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brent Mares is a CFP®-credentialed financial advisor with 18 years of industry experience, currently serving clients at LPL Financial since 2020. Prior to joining LPL, he worked for Ameriprise Financial Services, Inc. for 12 years. Outside of his advisory role, he operates a small online sales business and serves as trustee for multiple irrevocable trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to various model portfolios, third-party subadvisors, and research, supporting both discretionary and non-discretionary management strategies.

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.

Kathleen Schmidt is a CFP® professional with 31 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a franchise owner involved with PLNR Group LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a research-driven, algorithm-supported approach to retirement income recommendations.

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 34 years of industry experience. He has been with LPL Financial and its predecessor firm since 2003. In addition to his advisory work, he is an independent insurance agent selling fixed annuities and various types of life and health insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research through a broad network of investment adviser representatives.

Kyle Mann is a financial advisor with LPL Financial in Appleton, WI, holding Series 66, 63, and 65 designations and 17 years of industry experience. He has worked at LPL Financial, Community First Credit Union, CUSO Financial Services, LP, and BMO Harris Financial Advisors during his career. 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 advisory programs, financial planning, and consulting services with access to model portfolios, research, and various investment strategies.

Daniel Bekx is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been associated with Thrivent and its predecessor entities since 2008. Outside of finance, Bekx performs as a freelance wedding musician and entertainer, occasionally providing live music for private 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, and provides an option to combine planning with managed accounts under a consolidated billing structure.

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.”

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 in Appleton, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Community First Credit Union and CUSO Financial Services, as well as experience in insurance and sports properties. 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 provides a comprehensive range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced technologies.

Jared Loughrin is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been 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 through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

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 designation and nine years of industry experience. His career includes over a decade at Bankers Life and Bankers Life Securities prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Steven Johnson is a financial advisor with Mass Mutual Investors Services in De Pere, WI. He holds the Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and also maintains roles with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he acts as an agent for individual life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

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 license and having 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Woodbury Financial Services INC and has held various roles dating back to 1993, including self-employed real estate broker and bus driver for Kobussen Buses. He is also a member of the board for Calumet County and serves as a town clerk in Stockbridge, 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 of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.