Joseph Jost is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Ameriprise since 2017 and previously at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves on a local Board of Education and co-owns Skylight Wealth Management, LLC, an independent advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Betz is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. He has previously worked at Quipli and UW - La Crosse. Betz owns Betz Financial Services LLC, where he consults with advisors at MassMutual to assist with lead generation, new business processes, and marketability. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Chase Vande Yacht is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience and a Series 66 designation. He previously worked at Woodbury Financial Services and Tax Management Services/SII Investments. He is the owner of Tax Management Services, Inc. and serves as a board member of the nonprofit First Tee of Northeast Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory services, and access to third-party investment platforms through a broad network of affiliated advisors.

Thomas Julian is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with MetLife Securities Inc. Since 2021, he has served as treasurer of St. Matthew Orthodox Church, managing financial responsibilities for the nonprofit. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning through collaborative, annual engagements using firm-approved tools to deliver written recommendations.

Brandon Warman is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously with Securities America Advisors, Inc., Securities America, Inc., and NEXT Financial Group. He is also involved with Highland Capital as an insurance agent, primarily providing term life insurance to clients. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services and uses various tools and third-party arrangements to construct and manage portfolios tailored to client needs.

Brandon Krupp is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2017, including roles at Thrivent Financial. Outside of his advisory work, Krupp serves as a member of the Trinity Lutheran Rantoul School Board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial plans without managing portfolio implementation.

Thomas Zimmer is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America, Inc. and Next Financial Group Inc. Outside of his advisory work, he holds a notary public position and has been involved in fixed insurance and long-term care insurance services through Zimmer Financial Group, LLC. He is also a partial owner of the building where he conducts his financial advisory services and has past experience as a modeling services independent contractor. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of tools and platforms to construct and manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Melissa Hartzheim is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with two years of industry experience. She has worked at Edward Jones since 2016, with a brief period of unemployment in 2016. Outside of her advisory role, she owns and operates The Hartzy Haven, a small business focused on creating and selling art pieces including acrylic paintings, ceramic coasters, wood signs, and décor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market options. The firm is notable for its extensive network of financial advisors and branch offices, as well as for providing additional services such as trust company capabilities and securities-based lending.

Kyle Lukowitz is a financial advisor at Edward Jones in Kimberly, WI, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Kletti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company, where he has worked since 2016. Outside of finance, he is a part owner of Appleton Beer Factory, a restaurant and bar where he is involved in marketing and brewing activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software for goal analysis and delivering written recommendations without discretionary investment authority.

Stephanie Kobin is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones in Appleton, WI. She has been with Edward Jones since 2013. Outside of her advisory role, she participates occasionally in direct sales and wellness network marketing activities on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Timothy Vandenboom is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked for the US Department of Labor in the Wage and Hour Division for nine years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Pomerening is a financial advisor with Edward Jones in Kaukauna, Wisconsin, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at MFL-MarMac Community School District as a football coaching consultant and has experience with Community Insurance of Iowa and Isle of Capri Casinos Inc. He has been involved as a coach at MFL MarMac High School for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Cavan Metzler is a CFP® professional with nine years of experience in financial advising, currently affiliated with LPL Financial. He previously worked at Ameriprise and Capital Credit Union. Outside of finance, he is involved with First Choice Talent Agency, a modeling agency, and works as a business development manager contracting with an Ameriprise advisory practice run by a family member. 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 advisers. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options supported by extensive research and technology.

Richard Stoker is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1997. 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 strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nancy Miller is a Series 66–licensed financial advisor with Robert W. Baird & Co. in Valders, Wisconsin. She has 15 years of industry experience, all with Baird since 2011. Outside of her advisory role, she performs basic bookkeeping and check writing for a local community organization, Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Miller works, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custody services through a range of manager- and model-traded strategies, with internal research and advanced tools supporting its advisory process.

Laura Sorenson is a financial advisor at Edward Jones with over 11 years of experience, holding a Series 66 designation. Prior to her role at Edward Jones, she performed administrative duties in public relations for Sorenson Builders, Inc., a new construction and remodeling company. She has also worked seasonally as an administrative assistant for Reliance Accounting and Tax Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors.

Dane Klintworth is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 18 years of industry experience. He has been with LPL Financial since 2012. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Brian Paulson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with BA Paulson Financial, LLC, which includes renting office space to another LPL Financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and utilizes both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Kristin Zahringer is a CFP®-certified financial advisor with Edward Jones, where she has worked for 12 years. She holds a Series 66 designation and is based in Kaukauna, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.