Steven Phipps is a financial advisor with LPL Financial in Neenah, WI, holding a Series 66 license and having 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Woodbury Financial Services INC and has held various roles dating back to 1993, including self-employed real estate broker and bus driver for Kobussen Buses. He is also a member of the board for Calumet County and serves as a town clerk in Stockbridge, WI. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Aoibheann Greene is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2011. Greene serves on the board of the Mary Beth Nienhaus Activity Center in Appleton, WI. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Cory Rognstad is a CFP® and Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2015. He has 10 years of industry experience and is based in Fox Valley, Wisconsin. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, employing both traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

Bryan Grant is a ChFC® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc for seven years and Sii Investments for eight years. Grant is an owner and partner in several financial-related businesses, including Tax Management Services, which provides individual and corporate tax preparation, and he offers investment education through Tenacity Advisory Group. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Lyle Hanson Jr. is a financial advisor with Primerica Advisors in Menasha, WI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1987. Outside of finance, he has operated Hanson's Roofing & Home Improvement since 1978. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Susan Behm is a financial advisor with OSAIC, holding a Series 66 designation and bringing 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 17 years and has ownership experience at Behm and Associates, Inc., where she provided financial analysis during divorce proceedings. Susan is also a commissioned notary public in Wisconsin. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and the use of multiple advisory platforms.

Ryan Schmitt is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at McAdam LLC and Nurses PRN. Schmitt has experience in investment advisory services and fixed insurance sales through his activities at McAdam LLC. The DDK Group at Robert W. Baird & Co., where Schmitt works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services along with extensive investment solutions.

Jennifer Warner is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has held roles at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans since 2002. Warner holds Series 63 and Series 66 credentials. 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 financial planning on a wide range of topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Tina Andrew is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 registrations and 22 years of industry experience. She has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2012. 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 without discretionary trading authority, combining planning with managed-account options under a consolidated billing arrangement called “WealthPlan.”

Patrick Raasch is a financial advisor with LPL Financial in Kimberly, WI, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked with LPL Financial since 2004. Outside of his advisory role, he serves as a notary public for clients and has participated in ride-share driving with Uber. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jordan Klessig is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at various roles within Thrivent Financial since 2020. Outside of his advisory work, Klessig serves as the president of Friends of the Brillion Public Library, a nonprofit organization supporting the local library. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Donald Berken is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. since 2017. Prior to his financial career, he spent ten years at Berken Heating & Cooling, Inc. Berken also receives non-investment-related compensation for referrals of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm employs a model-delivery investment approach managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

Todd Hietpas is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 23 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Additionally, he is a partner in a full-service local CPA firm, VVH & Associates, LLP, where he has worked since 1999. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools.

Troy Noel is a Series 66-licensed financial advisor with Edward Jones in Neenah, Wisconsin, where he has worked since 2014, totaling 11 years of industry experience. He serves as a board member of the Neenah Boat and Dock Club, a nonprofit organization providing boat slips to the community. 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 nationwide network of more than 23,700 financial advisors.

Brandon Martinek is a financial advisor with LPL Financial in Kaukauna, WI, holding a Series 66 license and 16 years of industry experience. He has worked at several firms including Securities America Advisors, Securities Service Network, and SII Investments. Outside of his advisory role, he is involved in tax preparation and accounting through Valley Tax Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, research from in-house and third-party sources, and various portfolio management technologies.

Tom Triolo is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he volunteers as a bartender at the Appleton Curling Club during curling games. 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 topics, combining these services with managed accounts under a consolidated billing option while maintaining separate planning and portfolio management functions.

Laura Carlson is a financial advisor with Thrivent Investment Management in Appleton, WI. She holds a Series 66 designation and has 16 years of industry experience. Carlson has been with Thrivent and its affiliated firms since 2002. 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 financial planning covering topics such as retirement, tax, estate, and special needs planning, and allows clients to combine planning with managed account services under a consolidated billing option called WealthPlan.

Ryan Gregory is a financial advisor at Edward Jones in Neenah, Wisconsin, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2024, he worked at Nicolet Wealth Management and Private Client Services. Outside of advising, he assists on weekends with epoxy flooring for a family construction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Aerial Feucht is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential with one year of industry experience. Feucht has worked with Thrivent Financial and Thrivent Investment Management since 2015 in various roles within the organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm provides goal-based, holistic planning with a focus on topics such as retirement, tax, estate, business continuation, and special needs planning, without discretionary trading authority or institutional portfolio management.

Leigh Thern is a financial advisor with Morgan Stanley in Appleton, WI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors and as sponsorship chair for the Executive Women's Golf Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.