Emily Klotz is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Carr Services LLC and Quad/Graphics Inc. She has been with Thrivent Financial and Thrivent Financial Management Inc since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He brings over 27 years of industry experience to his role, having worked with a diverse range of clients to articulate their financial objectives and create actionable plans. Prior to joining Fidelity in 2023, Kevin held several positions including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience encompasses financial consulting and wealth management. Outside of his professional work, Kevin has interests in cooking and baking, football, gardening, parenthood, and traveling.

Benjamin Rennicke is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at West Bend Insurance Company for seven years. Rennicke also has experience as an associate at Gentian Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Peter Nordenberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. He is also associated with Gentian Financial, Inc., where he assists in managing daily operations, leads security research, and shares client relationship responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm’s approach involves tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Megan Weigand is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Carr Services LLC and REMAX Realty 100. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Chris Crain is a financial advisor with Wells Fargo Advisors in Cedarburg, Wisconsin, holding a Series 63 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has partial ownership in CCPK Investment Consulting, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

David Mills is a financial advisor with LPL Financial in Grafton, WI, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes positions at Cambridge Investment Research Advisors, Investment Centers of America, Annex Wealth Management, The Mutual Fund Store, and Vanguard Advisers. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Zachary Deboer is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. He is also associated with Gentian Financial, where he meets with clients to develop and monitor financial plans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals and supports a broad network of advisors and affiliated firms.

Jason Fain is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Gerber, LLC/Purshe Kaplan Sterling Investments, Transamerica Capital Inc., and American Century Investment Services Inc. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Asplin is a financial advisor with LPL Financial in Port Washington, WI, holding a Series 63 designation and 31 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 19 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Newport Partners Wealth Management, LLC and JDA Financial, which operate as insurance agencies and investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and operational technology.

Roger Gervais II is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 66 designation. Outside of his advisory role, he is also an author. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing tailored financial planning and portfolio management services. The group offers a range of strategies, including discretionary management and separately managed accounts, utilizing both in-house and third-party managers.

Connor Young is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous experience at Thrivent Financial, Carr Services LLC, Northwestern Mutual, CJW Inc, and Wisconsin Lutheran College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under its WealthPlan option, focusing on a broad range of financial topics through a network of financial advisors.

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. 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 planning across a broad range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing approach.

Scott Weir is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and First Heartland Capital. Outside of his advisory role, he owns Bear Skin Tree Farm, which cultivates Christmas and fruit trees. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Thomas Mueller is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent and its affiliates since 2018, following five years at Marcus Corporation. Mueller serves as an ambassador for the Cedarburg Chamber of Commerce. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Brad Katzer is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and nine years of industry experience. His career includes roles at AXA Advisors, Northwestern Mutual, Voya Financial Advisors, and other firms. He also conducts business under the approved DBA Lake Financial Group. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm offers access to various advisory models and third-party asset managers, supporting a broad range of investment options and ERISA fiduciary services.

Steven Sievers is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Sievers serves on the board of directors for the Badgerland Waterski Show Team, a recreational waterski show group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers services such as retirement, tax, estate, and special needs planning through a network of financial advisors.

Scott Leutenegger is a financial advisor with LPL Financial based in Cedarburg, WI. He holds a Series 66 designation and has 18 years of industry experience, having previously worked at BMO Harris Financial Advisors, Charles Schwab, and Robert Baird & Co. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who use various portfolio strategies and tools.

Michael Birschbach is a CFP® professional with seven years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Michael is also involved as an associate at Gentian Financial, Inc., where he focuses on financial planning and client relationship management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and fact-finding processes to deliver non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Kenneth Flannery is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2016 and previously spent over a decade with Compass Benefit Specialist. Outside of his advisory role, he is involved with Compass Benefit Specialists, referring clients for Medicare Supplement and health insurance services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, leveraging analytical tools and risk profiling to support client goals.