Gregory Burgett is a financial advisor with Principal Financial Services, holding a Series 63 designation and 34 years of industry experience. He has been with Principal Life Insurance Co and Princor Financial Services since 2010. Outside of his advisory role, he serves on the boards of the Early Bird Rotary Club of Sheboygan Foundation and the Sheboygan Symphony Orchestra, where he is involved in fundraising and community arts initiatives. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Kirstin Jensen is a financial advisor with Eagle Strategies (NY Life) based in Sheboygan, WI, holding a Series 66 designation and bringing 11 years of industry experience. She has been associated with Eagle Strategies since 2015 and previously worked at Huhn, Wessel & Co. from 2014 to 2018. Jensen is also commissioned as a Notary Public in Wisconsin. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers customized advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

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.

Calan Kinnally is a Series 66 licensed financial advisor with Kestra Advisory Services, LLC. He has two years of industry experience, including prior roles at Robert W. Baird & Company and teaching positions at the American International School of Jeddah and Ashland High School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Christopher Heus is a CFP® professional with 22 years of industry experience, currently serving at Osaic since 2018. Prior to this, he worked for Signator Investors Inc / John Hancock for 14 years. Outside of his advisory role, he is involved as a youth basketball coach and serves on the finance board of St. Boniface Church. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various investment programs.

Davis Suckow is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Road America, as well as work at the University of Oshkosh. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk‑tolerance assessments and rebalancing tools.

Dale Kolar is a financial advisor with LPL Financial, holding a Series 66 license and 19 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2018. Kolar is involved with Kolar Wealth Management, a financial services business based in Sheboygan, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a year at Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets, with a process that incorporates firm-approved planning tools and broad investment offerings.

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 at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked previously at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of her advisory role, she is involved with The Gear Box as a food wrapper and cook. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing various model portfolios and customized strategies.

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 worked previously with Mass Mutual Investors Services and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved with Cheesehead Rentals, LLC, a real estate rental business in Green Bay, WI. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of financial professionals.

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 with LPL Financial in Sheboygan, WI, holding Series 63 and Series 66 designations and 19 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. for 17 years and has been affiliated with Kohler Credit Union for over two decades. In addition to advising, she serves as a notary. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by technology tools for advisor use.

Aaron Hillmer is a financial advisor at Ameriprise in Sheboygan, WI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at the University of Wisconsin-Madison and Whistling Straits. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and uses proprietary research and algorithmic tools to support asset allocation and Social Security claiming decisions.

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. He is currently with Thrivent Investment Management, where he has worked since 2016, including prior roles at BMO Asset Management Corp. and M&I Investment Management Corp. He serves on the board of 3DM Los Angeles, a nonprofit organization focused on training leaders in missional discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

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 financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work history includes roles at Associated Investment Services, Associated Bank, Eagle Strategies, New York Life Insurance Company, and a five-year tenure at the Dane County Sheriff's Office. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.