Timothy Harrison is a financial advisor with Principal Financial Services who holds the CFP® and ChFC® designations and has 25 years of industry experience. He previously worked at Roethel Financial and has been associated with Principal Securities and Principal Life Insurance Company for over a decade. Outside of advising, Harrison owns Harrison Tax Service, where he prepares tax returns for individuals, and he serves on the board of the Cedarburg Education Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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.

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.”

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.

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.

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.

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.

Braden Dirkse is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial and related affiliates since 2022. Outside of his advisory work, he serves as a referee in a youth basketball league and as an assistant varsity boys basketball coach in the Oostburg School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Keith Robel is a financial advisor with Morgan Stanley in Sheboygan, Wisconsin, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Mr. Robel serves on the finance committees of Pine Hills Country Club and Lake Country Academy, where he is also a board member involved in governance and financial planning. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured financial planning process without providing individual security recommendations as part of standalone plans.

Jonathan Rindt is a Series 66-credentialed financial advisor with Morgan Stanley in Sheboygan, Wisconsin, bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Treasurer and Board Member for Trinity Lutheran Church & School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market projections.

Michael Watson is a Series 66 licensed advisor with Edward Jones in Sheboygan, WI, where he has 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Thomas Binversie is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to this, he spent 18 years with CUNA Mutual Group and Cuna Brokerage Services, Inc. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

Matthew Demaster is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has prior experience at firms including Harrison Financial and Principal Life Insurance Company. Outside of his advisory work, he owns MD Custom Woodworks LLC, a small custom woodworking business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by extensive research and model portfolios.

Nathan Hasenstein is a financial advisor with Morgan Stanley in Sheboygan, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he was employed at Sartori Company and The Pasta Shoppe, and has experience working at Concordia University Wisconsin and Pine Hills Country Club. 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 a structured financial planning process supported by advanced modeling tools.

Eric Desjarlais is a financial advisor at Edward Jones with 10 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2015. Located in Plymouth, WI, his background is focused within the firm. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Megan Coronado is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as Treasurer and Board Member for both the Sheboygan County Estate Planning Council and the Plymouth Public Library Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with a focus on aligning strategies to client goals and risk tolerances.