Bradley Wessel is a financial advisor with Eagle Strategies (New York Life) based in Sheboygan, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Eagle Strategies since 2004 and has prior experience at Huhn, Wessel and Company. Wessel serves as a middle school parent representative on the advisory board for George Warriner Schools in Sheboygan and is involved with the Sheboygan County Veteran's Memorial organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored advice through various program types, including fee-based hourly advice, co-advisory relationships, and retirement plan consulting. The firm manages a large portion of its assets on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Christopher Heus is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2018 and previously worked for Signator Investors Inc / John Hancock from 2004 to 2018. He serves as a member of the St. Boniface Church Finance Board and coaches youth basketball in his community. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Davis Suckow is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Northwestern Mutual, Suckow Financial Partners, and Road America. He has also worked in education and retail sectors. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

Dale Kolar is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward Jones for 12 years. He is also involved with Kolar Wealth Management, a financial services business based in Sheboygan, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Thomas Solle is a CFP® professional with 24 years of industry experience, currently serving at Edward Jones in Sheboygan, WI since 2001. He holds a Series 63 registration and has spent his entire career with Edward Jones. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Michael Bernard is a financial advisor with Morgan Stanley in Sheboygan, WI, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Bernard also serves as a trustee and co-trustee in trust-related activities outside his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a comprehensive investment approach.

Tina Schlichting is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She has been with Robert Baird since 1997 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is involved as an owner and landlord of a rental property in Florida. She 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 financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Rebecca Winkel is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of finance, she is employed as a food wrapper and cook at The Gear Box. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Michael Ruzek is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

William Grasse is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. His prior work includes roles at Grasse Dirkse & Associates and various positions at Grand Canyon University, Masters Gallery Foods Inc, Sheboygan Christian School, DeTroye Electric Services Inc, and Oostburg Christian School. 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 across multiple financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Trent Barringer is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018, previously spending 14 years at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Rhiannon Hinz is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cuna Brokerage Services, Inc. and Kohler Credit Union since the mid-2000s. Hinz also serves as a notary in her community. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Monique Castillo is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has been with Baird since 2022. Outside of her advisory role, she is a board member and treasurer for Theater for Young Audiences and is a partner and office manager at Nu Start Medical, a medical weight loss and hormone replacement clinic. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and third-party managers.

Gregory Dirkse is a CFA® charterholder with 26 years of industry experience, currently serving at Thrivent Investment Management since 2016. His prior experience includes roles at BMO Harris Financial Advisors and M&I Trust Company. He also serves on the board of 3DM Los Angeles, a nonprofit organization focused on missional discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning that covers retirement, taxes, estate, and other areas through a network of financial advisors. The firm combines planning with managed-account options under a consolidated billing system while maintaining separate advisory services.

Ronald Sitzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with PFS Investments, Inc. since 1988 and with Primerica Financial Services since 1987. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure.

Paul Deibele is a Series 66 licensed financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Associated Investment Services, Associated Bank, Eagle Strategies, and New York Life Insurance Company. Before entering the financial industry, he worked for the Dane County Sheriff's Office for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Anne Hendrikse is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has worked with Thrivent Financial and its affiliated entities since 2018. Prior to her financial services career, she was involved with St. Andrew Lutheran Church from 2001 to 2018. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management functions.

Roderick Place is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, he coaches at the Milwaukee Tight End Camp and serves as a board member for Superior Masonry. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, and municipal advisory, utilizing both internal research and strategic partnerships in its advisory approach.

Cesar Lemus is a Series 66-licensed financial advisor with 22 years of industry experience at Thrivent Investment Management and Thrivent Financial for Lutherans. He serves as a board member for the Friends of the Senior Activity Center of Sheboygan, a community center focused on wellness and activities for semi-retired and retired residents. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority.

Anne Woepse is a Series 66 credentialed financial advisor with Edward Jones in Sheboygan, WI, where she has worked since 2010. She has 16 years of industry experience. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.