William Boehme is a financial advisor at Stifel with 33 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, high net worth clients, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Evan Connolly is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Instacart and held academic positions at the University of Wisconsin - Green Bay and the University of Mary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Justin Levanetz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Cetera Investment Services, and Ameriprise. Outside of financial services, he is involved in an entertainment business through Levanetz Entertainment. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bryan Delwiche is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and Charles Schwab Bank. He is based in Appleton, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Isaac Quella is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2018, he worked at the University of Wisconsin-Stout and Ridgeway Country Club. 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 management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,000 advisors.

April Rasmussen is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and is based in New London, Wisconsin. April has been with Edward Jones since 2014. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Corey Wiegel is a Series 66 licensed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2007, totaling 18 years of industry experience. He serves as president of the Papermaker Gridiron Association, a volunteer role involving oversight of rules compliance and assistance with financial and operational matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Kyle Courtney is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. He previously worked at Edward Jones and Global Data Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Bradley Borgen is a CFP® professional with 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of Albree LLC, an LLC managing a rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jennifer Bruzas is a financial advisor with Raymond James & Associates in New London, WI, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes 13 years at SII Investments before joining Raymond James in 2018. She also serves as a FINRA arbitrator, participating on panels to review and decide on arbitration cases. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary advice.

Christopher Crotty is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Crotty serves as Treasurer and Chairman on the Board of Directors for Fox Valley Young Life. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet certain asset criteria, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Thies is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and MassMutual Life Insurance Company. He is also the owner and operator of Custom Financial Strategies, providing investment advisory services and life and health insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Jennifer Gardner is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has been with Thrivent and its related entities since 2022. Outside of her advisory role, Gardner serves as Commander of American Legion Post 512 and is the treasurer for Boy Scout Troop 59, managing the troop’s financial accounts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial planning advice on a range of topics without implementation. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Nicholas Wrasse is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Adam Christnovich is a CFP® professional with 18 years of industry experience. He has been with Edward Jones since 2007. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Gregory Fuerst is a financial advisor with RBC Capital Markets in Fremont, WI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work history includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Francis Hinnendael is a financial advisor with Ameriprise in Greenville, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns and manages New Leaf LLC, an advisory-related business based in Appleton, WI. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Kaylee Graefe is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked as an independent Tupperware consultant and a childcare assistant at the Appleton YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment services supported by a nationwide network of financial advisors and branch offices.

Mark Lowery is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Lowery also manages his own advisory business through MC Lowery LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Michael St Marie is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2026, he spent nine years at Ameriprise Financial Service, LLC, and also worked with CUSO Financial Services and Community First Credit Union. He serves on the board of the New London Utility Commission and owns a tax preparation business, St Marie Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment strategies and operational support tools, serving over 22,800 advisors with oversight of more than $819 billion in discretionary assets.