Eric Desjarlais is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015, based in Plymouth, Wisconsin. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Megan Coronado is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as Treasurer and Board Member for both the Sheboygan County Estate Planning Council and the Plymouth Public Library Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with a focus on aligning strategies to client goals and risk tolerances.

Zachary Slayton is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Sheboygan, WI. He has three years of experience at Thrivent and its affiliated firms. Prior to his financial advisory role, he held positions at Chick-fil-A and Colorado Golf Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based financial planning across a broad set of topics, offering services either on a one-time or ongoing basis without discretionary trading authority.

Lonna Near is a financial advisor at Morgan Stanley in Sheboygan, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for the Howards Grove School District for 12 years. Outside of her advisory role, she is an Independent Associate with Legal Shield, providing legal services and identity theft monitoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and methodologies in its process.

Jacob Boyer is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. He previously worked at Robert W. Baird, Hammes Partners, and KPMG, LLP. Outside of his advisory role, Boyer serves as treasurer of the board for Habitat for Humanity in Sheboygan and participates in local community organizations including the Sheboygan County Chamber and SNP, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates as a multi-manager platform, providing access to affiliated and third-party managers across various program structures and custodial relationships.

Jean Ann Blanke is a financial advisor at Cetera with 22 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, 65, and 66. Prior to joining Cetera in 2025, she worked at Avantax Advisory Services and related Avantax entities for over two decades. Outside of her advisory role, she owns a tax preparation and accounting business specializing in tax planning and IRS representation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services through multiple program structures and access to both affiliated and third-party investment managers.

Carl Rickmeier III is a financial advisor with RBC Capital Markets holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at RBC Capital Markets since 2016, following prior roles at Wells Fargo Clearing and City National Bank. Outside of his advisory role, he serves on the boards of Camp Evergreen, a nonprofit benefiting individuals with cognitive disabilities, and the Economic Club of Sheboygan. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers and providing integrated capital-markets and lending capabilities.

Jonathan Risseeuw is a Series 66-registered financial advisor with Thrivent Investment Management, bringing six years of experience at the firm and five years in the industry. Prior to his advisory role, he worked for 19 years at Kohler Company. He serves as Vice President of the Kohler School Foundation, an organization that raises funds to support enhanced educational experiences for students. 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 emphasizes planning across a wide range of topics and allows clients to combine these services with managed accounts through a consolidated billing option.

Victoria Brunner is a Series 66-licensed financial advisor with Morgan Stanley in Sheboygan, WI, and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment committee estimates.

Margaret Hansen is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on the investment committee of the Town & Country Garden Club in Sheboygan, Wisconsin, and works as a cashier at Parker John's Food Stand at Road America. Morgan Stanley Wealth Management offers a wide array of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through both individual and corporate financial planning agreements.

Eric Grasse is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 23 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Grasse serves as a board member of the Lakeshore Technical College Foundation and is an elder at Bethel Orthodox Presbyterian Church. He also owns a drone recovery business that provides infrared drone services to locate unrecovered game. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option, focusing on holistic analyses without managing institutional portfolios.

Brenna Wallace is a financial advisor at Ameriprise in Sheboygan, WI, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at Riverstone Wealth Partners, Commonwealth Financial Network, Allspring Funds Distributor, LLC, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Leal is a financial advisor at Edward Jones in Plymouth, WI, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Cory Henschel is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. His prior work includes roles at the Wisconsin Housing and Economic Development Authority and the University of Wisconsin Madison. 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 recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Kleiber is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has worked at Thrivent and its affiliated entities since 2020, with prior experience at Luedtke & Associates and Roethel Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of planning topics. The firm offers flexible planning engagements separate from portfolio management and supports combining planning with managed-account services under a consolidated billing option.

Shawn Mangan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 11 years. Outside of his advisory role, he is employed as a teacher. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brayden Van Ess is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Third Coast Financial Consultants and Oostburg Concrete and Products. Outside of his advisory role, he serves as a deacon at Oostburg Christian Reformed Church, where he assists with financial duties such as budget approval and managing offerings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning across various topics without implementation. The firm emphasizes holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option.

Kyra Monson is a financial advisor with Edward Jones in Sheboygan, WI, holding a Series 66 designation and two years of industry experience. Prior to rejoining Edward Jones in 2024, she worked as a school psychologist for the Green Bay Area School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Todd Hart is a financial advisor with Morgan Stanley in Sheboygan, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Hart serves as a trustee for a trust based in Hillsborough, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Gregory Monson is a financial advisor with Edward Jones in Sheboygan, WI, holding a Series 63 designation and with 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as a board member for Sheboygan Lutheran High School and participates on the board of the Osthoff Resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers additional services such as trust capabilities and securities-based lending.