Wael Rashidi is a financial advisor with RBC Capital Markets in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and has 26 years of industry experience. He previously worked at Associated Investment Services, Inc. for 15 years before joining RBC in 2021. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles. The firm utilizes both in-house and third-party managers and provides services that include financial planning, custody, and brokerage.

Nathan Vanstippen is a financial advisor with LPL Financial in Kaukauna, Wisconsin, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Sii Investments, Packerland Brokerage Services, and Stifel. Outside of his advisory work, he has been involved with Charlotte's Car Wash LLC, a for-profit business. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on leveraging technology and a broad service network.

Mark Tumpach is a CFA® charterholder with 16 years of industry experience. He is currently with RBC Capital Markets and previously held roles at Associated Trust Company and Kellogg Asset Management. Outside of his advisory work, he has served as a Brown County Board Supervisor. 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 portfolio management and advisory services through various programs, combining in-house and third-party managers with flexible investment and administrative options.

Nicholas Huss is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Investment Centers Advisors Group, Huss Financial, LLC, and Premier Community Bank. Outside of his advisory work, he is involved in a landscaping contracting business 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 financial planning and asset management services delivered through an extensive network of advisors using both proprietary research and third-party strategies.

Marcie Kimmes is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent Financial since 2019. Prior to her current role, she was involved with Our Savior's Lutheran Church for 14 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based financial analyses and planning covering topics such as retirement, estate, and tax planning, while keeping planning and managed-account services separate.

Tyler Kruepke is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His career includes roles at Thrivent Financial, Thrivent Investment Management Inc., Thrivent Distributors LLC, and Community First Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses and written recommendations on a broad range of financial topics without including implementation. The firm offers clients the option to combine planning with managed-account services through a consolidated billing program called WealthPlan.

Timothy Richmond is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with various Thrivent entities since 2011. Outside of his advisory role, he owns a small business involving the purchase and resale of merchandise from storage lockers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, providing written, goal-based financial planning without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Anthony Heinz is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Cal Jensen is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and three years of industry experience. His career includes multiple terms at Ameriprise as well as roles in education and local government. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and algorithmic tools.

Jennifer Brunette is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Capital Credit Union, CUSO Financial Services, U.S. Bank, and Community First Credit Union. Outside of her advisory work, she is a notary public and involved with The Loft, a separate business. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

William Packard is a financial advisor at RBC Capital Markets with 21 years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate tailored investment strategies using both in-house and third-party managers.

Mitchell Groeschl is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Morgan Stanley in various capacities since 2016. Outside of his advisory role, he is a co-owner of DP 380 LLC, where he manages his Ameriprise business. 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 retirement income sources and tax-aware withdrawal strategies.

Gary Frank is a financial advisor with LPL Financial based in Appleton, WI, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2018 and previously spent ten years with INVEST Financial Corp. He also operates Frank & Associates, a firm he has led since 1998. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by both proprietary and external research.

Craig Weyenberg is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Cambridge Investment Research Advisors. Outside of his advisory role, he owns a handyman and construction business as well as a farm business. 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 investment management services through a large network of advisors, employing various strategies and leveraging technology tools for operational support.

Brent Mares is a CFP® with 18 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he operates an online sales business as a sole proprietor. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and offering a broad range of financial services beyond advisory solutions.

David Tilkens is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior firms include Merrill and Bank of America. Outside of his advisory role, he is involved in a commercial real estate partnership that includes property maintenance. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering tailored portfolio management and financial planning services through various advisory programs and a combination of in-house and third-party investment managers.

Kathleen Schmidt is a CFP® professional with 31 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a franchise owner involved with PLNR Group LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a research-driven, algorithm-supported approach to retirement income recommendations.

Eric Friedland is a financial advisor with Edward Jones in Green Bay, WI. He holds a Series 66 designation and has six years of industry experience, including roles at Associated Bank prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Lucas Calawerts is a Senior Financial Advisor at Merrill Lynch Wealth Management with 10 years of experience managing financial plans and cash flow strategies for families and businesses nationwide. He leads a team that includes two advisors and two full-time support staff, collectively bringing 60 years of experience to serving clients' diverse financial needs. Lucas specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income planning, portfolio management, individual and corporate investment strategies, and tax minimization. He emphasizes helping clients understand their investments and retirement income plans through structured conversations about ‘‘Buckets, Growth & Cushion,’’ focusing on clear and effective financial guidance. He holds a Bachelor's Degree from Marquette University and the Professional Investment Advisor (PIA) designation. Outside of his professional work, Lucas enjoys football, golfing, traveling, and spending time with his family, including his two daughters. He is also involved in community activities, including volunteering at The Automobile Gallery in Green Bay.

Shane Kanaman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previous work history with multiple credit unions and a sports-related business. Kanaman is also co-owner of Sunset Adventures Wealth Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.