Benjamin Urban is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and concurrently serves at BMO Bank NA since 2015. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides 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 investment adviser representatives.

Matthew Sell is a financial advisor with Thrivent Investment Management in Appleton, WI, holding the Series 66 designation and having 19 years of industry experience. He has worked at Thrivent and its related entities since 2007. Outside of his advisory role, Sell has been involved with Campus Crusade for Christ since 1994. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary portfolio management for institutional clients, offering both one-time and ongoing planning engagements.

Betsy Zemlock is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliates since 2014. Outside of her advisory role, she serves as a school board clerk for the Little Chute Area School District and is an assistant volleyball coach for a youth team in Appleton, WI. 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 a wide range of topics and allows clients to combine planning with managed-account programs while keeping these services separate.

Jeffrey Garrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with several financial institutions throughout his career, including prior tenures at LPL Financial and Community First Credit Union. Garrett operates in Neenah, 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, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Patrick Suprise is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 43 years of industry experience, including prior roles at Invest Financial Corporation and OSAIC Services, Inc. He is also listed as president of Valley Financial Group, a non-investment-related entity used for cost-sharing purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Randall O Bright is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Primerica Financial Services since 2000 and leadership positions in several small businesses, including Gear N Up Bike Shop and Basement Repair Specialists. He also engages in part-time sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors.

Adam Domask is a Series 66-registered advisor at Thrivent Investment Management in Appleton, WI, with 14 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics through a network of Financial Advisors. The firm’s approach combines holistic, goal-based analyses with ongoing or one-time planning engagements, distinct from portfolio management or institutional advisory services.

Boyd Scott is a Series 66-credentialed financial advisor with eight years of industry experience, currently practicing at Edward Jones in Appleton, WI. Prior to joining Edward Jones in 2018, he was affiliated with the University of Wisconsin Oshkosh from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets under management, and maintains a nationwide network of financial advisors and branch offices.

Nicholas Corrente is a financial advisor with Stifel in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at B.C. Ziegler and Company and J.P. Morgan Securities. He serves on the Board of Education for Trinity Lutheran Church and School in Menasha, WI. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Zimmer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He is currently with OSAIC and has previously worked at Securities America, Inc. and Next Financial Group Inc. He is a part owner of Zimmer Brothers LLC, which holds ownership in the building where his financial advisory services are conducted, and he serves as a Notary Public. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Jessica Alcorn is a financial advisor with RBC Capital Markets located in Green Bay, WI. She holds the Series 66 designation and has 20 years of industry experience. Her prior work includes ten years at J.P. Morgan Securities and her current tenure at City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.

Adam Borths is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Raymond James Financial Services and ZK Financial Group. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Verstegen is a CFP®-certified financial advisor with LPL Financial, based in Kimberly, Wisconsin. He has 26 years of industry experience and has been with LPL Financial and its predecessor firm since 2004. In addition to advisory services, he serves as a notary public to clients without charging a fee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of advisors with diverse investment approaches and integrates machine-learning tools for operational and research purposes.

Anthony Lagowski is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2019, and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

David Tassoul is a CFP® with 24 years of experience in the financial industry. He currently works at OSAIC and previously held roles at Woodbury Financial Services, SII Investments, and American General Life Insurance Company. In addition to his advisory work, he owns and operates fixed insurance sales businesses focusing on life insurance and fixed annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Kurt Heling is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at Woodbury Financial Services and has managed his own CPA and accounting firms. Outside of his advisory work, he serves as treasurer of a nonprofit arts academy and manages a quarter horse LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement consulting. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across numerous investment options.

Jeffrey Scott is a financial advisor with Edward Jones in Appleton, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Bush is a financial advisor with Morgan Stanley in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to this, he spent time at Deloitte Belgium and Baker Tilly Search and Staffing, as well as periods as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services that utilize structured planning tools and market modeling techniques.

Katie Weinschenk is a Series 66-licensed financial advisor with OSAIC in Green Bay, WI, and has seven years of industry experience. Her prior roles include positions at Woodbury Financial Services, Petal Pusher, and SII Investments / Vision Investment Planning Group. She serves on the Board of Directors for the De Pere Chamber of Commerce and works as a tax preparer at Tax Management Services, Inc. OSAIC serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.