Steven Johnson is a financial advisor with Mass Mutual Investors Services in De Pere, WI. He holds the Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and also maintains roles with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he acts as an agent for individual life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Michael Marshall is a financial advisor with RBC Capital Markets in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked for Associated Investment Services, Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Nicolas Schaalma is a financial advisor at Edward Jones in Appleton, WI, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a network of more than 23,700 financial advisors. The firm is noted for its large retail advisor and branch footprint, affiliated capabilities beyond advisory services, and operation under a fiduciary standard.

Steven Phipps is a financial advisor with LPL Financial in Neenah, WI, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2018, he worked at Woodbury Financial Services and has been involved with Kobussen Buses as a bus driver since 2014. He also serves as a town clerk for Stockbridge, WI, and has experience as a licensed real estate broker. LPL Financial is a national broker-dealer and registered investment adviser that delivers advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and utilizes technology and a broad platform of financial services alongside its advisory offerings.

Courtney Carr is a Series 66-registered financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2024, Carr spent 11 years at SA Webster Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Aoibheann Greene is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2011. Greene serves on the board of the Mary Beth Nienhaus Activity Center in Appleton, WI. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Thomas Jensen is a Series 66-licensed financial advisor with Merrill in Green Bay, WI, bringing four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cory Rognstad is a CFP® and Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2015. He has 10 years of industry experience and is based in Fox Valley, Wisconsin. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, employing both traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

Bryan Grant is a ChFC® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc for seven years and Sii Investments for eight years. Grant is an owner and partner in several financial-related businesses, including Tax Management Services, which provides individual and corporate tax preparation, and he offers investment education through Tenacity Advisory Group. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Lyle Hanson Jr. is a financial advisor with Primerica Advisors in Menasha, WI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1987. Outside of finance, he has operated Hanson's Roofing & Home Improvement since 1978. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Lydia Brosig is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at EuroPharma Inc, Preble High School, and the Center for Business, Economics, & Analytics at St. Norbert College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Susan Behm is a financial advisor with OSAIC, holding a Series 66 designation and bringing 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 17 years and has ownership experience at Behm and Associates, Inc., where she provided financial analysis during divorce proceedings. Susan is also a commissioned notary public in Wisconsin. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and the use of multiple advisory platforms.

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.

Ryan Schmitt is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at McAdam LLC and Nurses PRN. Schmitt has experience in investment advisory services and fixed insurance sales through his activities at McAdam LLC. The DDK Group at Robert W. Baird & Co., where Schmitt works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services along with extensive investment solutions.

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.