Connie Behrendt is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entity Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and provides a broad range of investment, brokerage, and insurance solutions through affiliated entities.

Jennifer Warner is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 designations and has 28 years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial for Lutherans 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

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, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he works as an Uber driver and serves as a notary public for clients as needed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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.

Brandon Martinek is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 16 years of industry experience. He has worked at several firms including Securities America Advisors, Securities Service Network, and Investment Centers of America. In addition to his advisory work, he operates a tax preparation and accounting business, Valley Tax Solutions. 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 financial planning and asset management services, utilizing various investment strategies and technology tools to support its large network of advisors.

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.

Brannon Guyette is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill. He serves on the Board of Directors and as a committee member for Bellin College, contributing to its strategic direction and initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs utilizing both in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and brokerage.

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.

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.

Alyssa Helmrick is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Thrivent Financial, Thrivent Investment Management Inc, and Auto-Owners Insurance. She has also worked in educational roles at UW La Crosse and engaged with the Boys and Girls Club of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Kurtis Larson is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise and its predecessor firm since 2013 and served in the U.S. Army National Guard for 11 years. Larson is also involved with DP 380 LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a combination of proprietary research and third-party data.

Thomas Echelmeyer is a financial advisor at Edward Jones in Hobart, Wisconsin, with nine years of industry experience. He has held his current position at Edward Jones since 2016. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Lidia Panczyk is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Primerica Advisors since 2022 and previously worked with Primerica Financial Services starting in 2020. Outside of advising, she is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides custody and trade execution through established partners.

Montana Tillmann is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, Montana was affiliated with Ameriprise Financial Services LLC and worked at the University of Wisconsin Eau Claire. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm’s approach includes using proprietary research, third-party data, and algorithmic tools to address asset allocation and Social Security strategies, with enrollment criteria that require minimum investable assets and participation in its managed account programs.

John Krueger is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes 18 years at Wayne Hummer Investments, LLC and 7 years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Craig Surprise is a financial advisor with OSAIC in Appleton, WI, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked with United Securities Alliance, Inc. since 2001 and is involved with his own business, Surprise Inc. He also provides fixed insurance products through Legacy Investment Services, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Koch is a Series 63 licensed financial advisor with Edward Jones, based in Kaukauna, WI. He has 34 years of industry experience, having worked at Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.