Cameron Butler is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Appleton, WI, and has two years of industry experience. Prior to joining Cambridge, he held roles at Vista Outdoor, Lazard Middle Market, Beverly Capital, and Marquette University. Outside of advisory work, he is involved in owning and managing several small real estate ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of direct portfolio management and model-based solutions.

Grant Freeman is a financial advisor with OSAIC based in Appleton, WI. He holds the Series 66 designation and began his advisory career in 2024 after previous experience in other industries. Prior to joining OSAIC, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services through a large network of affiliated advisors and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

Jack Paulson is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Paulson also spent seven years involved with Reflections Interiors. 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 strategic and tactical investment approaches supported by proprietary research and technology tools.

Dominic Reinerio is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, National Planning Corp, and SII Investments. He is a board member of the DePere Chamber of Commerce, where he assists with financial reporting and tax preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct diversified portfolios tailored to client needs.

Evan Friendshuh is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Plante Moran and spent four years at the University of Wisconsin - Madison, along with fourteen years at the Howard Suamico School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Dena Saylor is a financial advisor at Thrivent Investment Management with 23 years of industry experience. She has held her current role since 2003 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive planning across various financial topics, combining goal-based analyses with optional managed-account programs, while maintaining separate planning and investment management services.

Jason Hanuszczak is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Thrivent Investment Management since 2004 and Thrivent Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Amanda La Brec is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Primerica Advisors since 2016 and is also involved with Thirsty Hog Inc. Outside of advisory services, she receives non-investment compensation related to home loan products and home security referrals through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-driven strategies and custody supported by Pershing and BNY Mellon Advisors.

Anthony Schad is a financial advisor with Edward Jones in Kimberly, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an investor in an internet-based subscriber business called Relationship DNA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors across more than 15,000 branch offices nationwide.

Haley Rives is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Mackey Schneider, Haven Wealth Advisors, and Northwestern Mutual. Outside of financial advising, she owns and manages Rives Real Estate, LLC in Milwaukee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

Adam Paal is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Raymond James Financial Services and Cape Financial Group. Outside of his advisory work, he is involved with Community First Credit Union in Wisconsin. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. Outside of his advisory role, he is a partner in Nexstep Financial Group LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of proprietary and third-party investment solutions.

Brian Hoppe is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Thrivent and its related entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on various financial topics through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning and maintains a separation between planning services and managed-account programs.

Nicole Schreiber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked continuously with Thrivent and its affiliated entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes comprehensive, written recommendations across various financial topics and offers integrated planning with managed-account services through its WealthPlan billing option.

Heidi Harms is a financial advisor with Merrill in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Merrill since 1994. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Sommers is a financial advisor with J.P. Morgan Securities in Appleton, WI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at Jpmorgan Chase Bank NA starting in 2015. Outside of finance, he was involved with Revolt Wood and Metal Design, LLC from 2014 to 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services.

Mary Wetzel is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at Associated Bank for over three decades and has managed a distribution business for regional grocery stores. Wetzel is also involved with the Shawano County Chamber of Commerce as a committee member. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment needs.

Kelly Eichman is a financial advisor at Ameriprise with 21 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Eichman holds a Series 66 designation and is based in Neenah, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Michael Winter is a CFP®-designated financial advisor with Edward Jones in De Pere, WI, where he has worked since 2018. He has eight years of industry experience, including prior roles at Associated Bank and as a security screener for Packerland Aviation LLC, where he assisted with airline security screening for NFL players departing from Lambeau Field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm operates a nationwide network of advisors and branches and offers fiduciary services alongside capabilities such as trust administration and securities-based lending.

Christopher Hoffman is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial, Advisors' Pride, Cetera Advisor Networks, and Affiance Financial. Hoffman serves as a board member for CASA of the Fox Cities and is involved with the Financial Planning Association as a committee member. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers various investment platforms and strategies, including discretionary and non-discretionary management, proprietary models, and access to third-party managers.