Blake Davies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. He has prior work experience at Vande Hey Company, Inc. from 2020 to 2025. 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 analyses and written recommendations on a range of financial topics, with planning delivered separately from managed accounts under a consolidated billing option called “WealthPlan.”

Samuel Pawlak is a financial advisor with RBC Capital Markets in Appleton, WI. He holds a Series 66 designation and has 12 years of experience at RBC Capital Markets, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Jesse Wagner is a financial advisor with Robert Baird & Co. in Greenville, WI, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and SII Investments Inc. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, and provides both discretionary and non-discretionary management options.

Gregory Rogers is a CFP® and Series 66-registered financial advisor with Edward Jones in Hortonville, WI, where he has worked since 2013, totaling 12 years of industry experience. He is part of a nationwide network of financial professionals at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Randall Di Vito is a financial advisor with Merrill in New London, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he serves as secretary for a local condominium association, managing meeting documentation and communications. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tammy Stephan is a financial advisor with LPL Financial based in Hortonville, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes positions at BMO Harris Bank, Morgan Stanley, and Thrivent Investment Management. 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 asset management services, utilizing various model portfolios and third-party subadvisors, supported by advanced operational tools.

Nicholas Koch is a financial advisor at Edward Jones in New London, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for 14 years at Tweet Garot Mechanical. Outside of his advisory role, he is a partner and owner of Midway Storage LLC, a storage business in Fremont, WI. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Karl Miller is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves on the boards of a pregnancy helpline and his local church. 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 planning across various financial topics and combines planning with managed-account programs under a consolidated billing option.

Samuel Sigler II is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years at Ameriprise Financial Services. Outside of his advisory role, he is involved with CMSS, LLC, a tax preparation and accounting firm. 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 asset management services, utilizing both proprietary and third-party strategies with technological tools to support advisors.

Michael Shepard is a CFP® with 37 years of industry experience and has been with Ameriprise since 2005. He currently works at Ameriprise in Freedom, WI. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations through a centralized consulting team.

Jonathan Sesing is a financial advisor with RBC Capital Markets in Appleton, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Baker Cheese, Oshkosh Defense, and K&K Homestead. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Alexander Borgen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously operated small businesses in power washing and landscaping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Natasha Van Hout is a financial advisor at Ameriprise with Series 66 credentials and has been with the firm since 2024. She has prior work experience in retail and food service, including employment at Holidays Pub & Grill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Matthew Gioffredi is a financial advisor with Edward Jones in Greenville, WI. He holds a Series 66 designation and has over 20 years of experience, including a 23-year tenure at G2 Paper, Inc., before joining Edward Jones in 2025. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Allan Davies is a financial advisor with Thrivent Investment Management in Greenville, WI, holding the Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. 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 analyses across a broad range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Corey Knepfel is a financial advisor at Edward Jones in New London, WI, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Ryan Engels is a financial advisor with OSAIC in Greenville, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America and its affiliated entities from 2017 to 2024, and he has operated Engels and Lautenschlager since 2009. Outside of advising, Engels is involved in selling life insurance and annuity products and serves as a trustee managing account reviews and adjustments. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

William Packard is a financial advisor at RBC Capital Markets with 21 years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate tailored investment strategies using both in-house and third-party managers.

Brent Mares is a CFP® with 18 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he operates an online sales business as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and offering a broad range of financial services beyond advisory solutions.

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.