Randall Roethel is a financial advisor with Principal Financial Services and holds the ChFC® and Series 63 designations. He has 42 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the 1980s, and has operated Roethel Financial since 2016. He serves as a board member of the Oostburg Chamber of Commerce and the Lakeshore Technical College Foundation and is also an individual tax preparer. 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 plan consulting, and access to third-party money manager solutions with various promoter and referral arrangements.

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.

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.

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.

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.”

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.

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.

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 with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Cuna Mutual Group and its brokerage affiliate, CUNA Brokerage Services, Inc., since 2008 before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Matthew Demaster is a Series 66-credentialed financial advisor with three years of industry experience, currently with LPL Financial in Sheboygan, WI. He has previously worked at Harrison Financial, Principal Life Insurance Company, Principal Securities, Inc., Sandy Pines LLC, Torginol Inc., and EOS Surf. Outside of his advisory role, he is the owner of MD Custom Woodworks LLC, a custom woodworking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.