Mikal Anschutz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Thrivent in 2022, he worked at Northwestern Mutual from 2017 to 2022 and Regions Bank from 2016 to 2017. He is based in Green Bay, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s approach emphasizes comprehensive planning across various financial topics and allows clients to combine planning with managed-account services through a consolidated billing option.

Terry Rentmeester is a financial advisor at RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 66 credentials with 34 years of industry experience. He previously worked at Merrill from 1990 to 2020 before joining RBC Capital Markets in 2020. Rentmeester serves on the Brown County Board of Supervisors, attending monthly evening meetings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Robert Pratel Jr. is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 credential and 14 years of industry experience. His previous roles include positions at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is an owner of Northsea47, LLC, which holds ownership of two planes, including one used for charter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers integrated features such as tax management and responsible investing screens.

Ernest Lietzan III is a financial advisor with LPL Financial in Appleton, WI, holding a Series 63 designation and over 34 years of experience in the industry. He has been with LPL Financial since 2003. Outside of his advisory role, he works as an independent insurance agent selling fixed annuities and various types of insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Adamski is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at LPL Financial since 2010, following a year at Wells Fargo Clearing. Outside of his advisory role, he is involved with GDI, LLC and GDI Planning, LLC, both based in De Pere, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Hornbuckle IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Fidelity in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kyle Mann is a financial advisor with LPL Financial in Appleton, WI, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Chase Investment Services Corp., and CUSO Financial Services. He is also involved with Community First Credit Union through Community First Financial Advisors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational and research tools while managing over $819 billion in discretionary assets.

Adam Lewitzke is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset bucketing. The firm uses a centralized consulting team and algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Daniel Bekx is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Thrivent Investment Management since 2008 and worked within various Thrivent Financial entities during that time. Outside of his advisory role, he performs as a freelance wedding musician and entertainer, providing live and recorded music for private wedding events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Adam Turnquist is a financial advisor with LPL Financial who holds Series 66 and Series 63 credentials and has 14 years of industry experience. He previously worked at Piper Jaffray & Co. for six years before joining LPL Financial in 2022. 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, third-party asset management, and institutional platforms.

David Bauman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in managing portfolios and client relationships, offering advice in equity and fixed income investments, estate planning services, and life insurance planning. David works with families and businesses to develop personalized financial strategies aligned with their long-term goals, utilizing a goals-based approach and fee-based compensation model. David holds a Bachelor's degree from Lawrence University, a Juris Doctorate from the University of Wisconsin Law School, and a Master of Business Administration from the University of Wisconsin School of Business. He has earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Personal Investment Advisor (PIA) designations. His experience includes roles as a financial representative, investment manager, and wealth management advisor. He is actively involved in his community through board memberships with the Fox Valley Symphony Orchestra and the Neenah Rotary Foundation. David has been a member of the Rotary Club of Neenah since 2011 and serves on its Board of Directors. His personal interests include football, music, scuba diving, spending time with family, swimming, traveling, and watching movies.

Jennifer Schwan is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Scott Horman is a Series 66-credentialed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2020. He has 11 years of industry experience, including positions at Ahlstrom-Munksjo and operating his own practice. Outside of his financial career, Horman serves as a certified hockey official for USA Hockey and WIAA games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a large national network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Stiltjes is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Community First Credit Union and CUSO Financial Services, LP. He also has experience in insurance and sports properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jared Loughrin is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across various financial topics, with options to combine planning and managed-account services while keeping them separate.

Cory Nickel is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and SagePoint Financial. Outside of his advisory role, Nickel is involved in wealth management through his LLC and provides fixed insurance solutions. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced asset-allocation tools and access to various third-party money managers.

Rick Holewinski is a CFP® professional at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in business ownership through Black Diamond Enterprises, where he provides leadership and strategic direction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Feutz is a financial advisor with Ameriprise in Hobart, WI, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, he co-owns ChrisTina Group LLC, which holds private investments. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Jonathan Whitver is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 credential and nine years of industry experience. He previously worked at Bankers Life Securities Inc. and Banker's Life & Casualty for over ten years. Whitver is also associated with Community First Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms through a large network of advisors.

Elizabeth Wallace is a financial advisor with Ameriprise in Kaukauna, WI, holding a Series 66 designation and with 5 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she manages her business activities through MC Lowery, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive, research-driven recommendations supported by a centralized consulting team, combining modeling and tax-efficiency analysis to tailor income strategies.