Kurtis Larson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has served in the U.S. Army National Guard for 11 years. Larson also manages an advisory business through DP 380 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jean Groleau is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having worked at Jpmorgan Chase Bank, N.A. since 1986. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

John Krueger is a CFP® with 41 years of industry experience, currently working at LPL Financial since 2025. He previously spent 18 years at Wayne Hummer Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joshua Bishop is a financial advisor with Wells Fargo Clearing in Appleton, WI. He holds a Series 66 designation and has four years of industry experience, including five years at Wells Fargo and twelve years at Hannaford Bros. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from internal and external sources to support portfolio diversification and investment selection.

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.