William Grasse is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. His prior work includes roles at Grasse Dirkse & Associates and various positions at Grand Canyon University, Masters Gallery Foods Inc, Sheboygan Christian School, DeTroye Electric Services Inc, and Oostburg Christian School. 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 across multiple financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Trent Barringer is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018, previously spending 14 years at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Rhiannon Hinz is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cuna Brokerage Services, Inc. and Kohler Credit Union since the mid-2000s. Hinz also serves as a notary in her community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Monique Castillo is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has been with Baird since 2022. Outside of her advisory role, she is a board member and treasurer for Theater for Young Audiences and is a partner and office manager at Nu Start Medical, a medical weight loss and hormone replacement clinic. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and third-party managers.

Gregory Dirkse is a CFA® charterholder with 26 years of industry experience, currently serving at Thrivent Investment Management since 2016. His prior experience includes roles at BMO Harris Financial Advisors and M&I Trust Company. He also serves on the board of 3DM Los Angeles, a nonprofit organization focused on missional discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning that covers retirement, taxes, estate, and other areas through a network of financial advisors. The firm combines planning with managed-account options under a consolidated billing system while maintaining separate advisory services.

Ronald Sitzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with PFS Investments, Inc. since 1988 and with Primerica Financial Services since 1987. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure.

Paul Deibele is a Series 66 licensed financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Associated Investment Services, Associated Bank, Eagle Strategies, and New York Life Insurance Company. Before entering the financial industry, he worked for the Dane County Sheriff's Office for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Anne Hendrikse is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has worked with Thrivent Financial and its affiliated entities since 2018. Prior to her financial services career, she was involved with St. Andrew Lutheran Church from 2001 to 2018. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management functions.

Roderick Place is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, he coaches at the Milwaukee Tight End Camp and serves as a board member for Superior Masonry. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, and municipal advisory, utilizing both internal research and strategic partnerships in its advisory approach.

Cesar Lemus is a Series 66-licensed financial advisor with 22 years of industry experience at Thrivent Investment Management and Thrivent Financial for Lutherans. He serves as a board member for the Friends of the Senior Activity Center of Sheboygan, a community center focused on wellness and activities for semi-retired and retired residents. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority.

Anne Woepse is a Series 66 credentialed financial advisor with Edward Jones in Sheboygan, WI, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Braden Dirkse is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial and related affiliates since 2022. Outside of his advisory work, he serves as a referee in a youth basketball league and as an assistant varsity boys basketball coach in the Oostburg School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Keith Robel is a financial advisor with Morgan Stanley in Sheboygan, Wisconsin, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Mr. Robel serves on the finance committees of Pine Hills Country Club and Lake Country Academy, where he is also a board member involved in governance and financial planning. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured financial planning process without providing individual security recommendations as part of standalone plans.

Jonathan Rindt is a Series 66-credentialed financial advisor with Morgan Stanley in Sheboygan, Wisconsin, bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Treasurer and Board Member for Trinity Lutheran Church & School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market projections.

Michael Watson is a Series 66 licensed advisor with Edward Jones in Sheboygan, WI, where he has 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Jose Rosa Orellana is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Edward Jones since 2019, including a recent return to the firm in 2026. Prior to his financial services career, he spent time in education-related roles at the DOD Education Activity Ramstein MS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Curtis Roberts is a financial advisor with Wells Fargo Clearing in Sheboygan, WI, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing residential rental property with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting supported by research and analytics, and combines brokerage and advisory solutions at a large scale.

Thomas Binversie is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to this, he spent 18 years with CUNA Mutual Group and Cuna Brokerage Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

Jeffrey Krummel is a financial advisor with Robert W. Baird & Co. in Grafton, Wisconsin, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he serves as treasurer for the Grafton Athletic Booster Club, a local nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jennifer Le Clair Bemis is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves on the Board of Directors and acts as Secretary for the Stefanie H Weill Center in Sheboygan, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies.