Sheilah Vandenhouten is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2019. Prior to her financial career, she was an independent Mary Kay beauty consultant from 2011 to 2019, a role she continues on a limited basis servicing prior clients. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option while maintaining a separation between these offerings.

Kenneth Truyman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2017 to 2023 and at Humana Inc. from 2011 to 2017. He is also involved in selling non-variable insurance products, including whole life, universal life, long-term care, and disability insurance through ECA Marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios, research, and technology such as machine learning.

Daniel Vanden Boom is a financial advisor with LPL Financial in Kimberly, Wisconsin. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Daniel worked at UW Madison. He is also a commissioned notary public in the state of Wisconsin. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and multiple portfolio strategies.

John Zimmer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He is currently with OSAIC and has previously worked at Securities America, Inc. and Next Financial Group Inc. He is a part owner of Zimmer Brothers LLC, which holds ownership in the building where his financial advisory services are conducted, and he serves as a Notary Public. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Michael Verstegen is a CFP®-designated financial advisor with LPL Financial, based in Kimberly, Wisconsin, and has 26 years of industry experience. He has been with LPL Financial and its predecessor since 2004. Outside of his advisory role, he serves as a notary public for clients without charging a fee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nathan Vanstippen is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, and SII Investments. Outside of his advisory work, he is involved in a for-profit business, Charlotte's Car Wash LLC, located in Neenah, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from both in-house and third-party sources.

Jennifer Brunette is a Series 66 licensed financial advisor with LPL Financial, having three years of industry experience. Her prior roles include positions at Capital Credit Union, CUSO Financial Services, U.S. Bank, and Community First Credit Union. She is also a commissioned Wisconsin Notary Public. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Craig Weyenberg is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked for nine years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he owns a handyman and construction business as well as an agricultural business called Tall Timber & Tines Farms. 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 and a range of advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Patrick Raasch is a financial advisor with LPL Financial in Kimberly, WI, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked with LPL Financial since 2004. Outside of his advisory role, he serves as a notary public for clients and has participated in ride-share driving with Uber. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

Brandon Martinek is a financial advisor with LPL Financial in Kaukauna, WI, holding a Series 66 license and 16 years of industry experience. He has worked at several firms including Securities America Advisors, Securities Service Network, and SII Investments. Outside of his advisory role, he is involved in tax preparation and accounting through Valley Tax Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, research from in-house and third-party sources, and various portfolio management technologies.

Jeffrey Koch is a Series 63 licensed financial advisor with Edward Jones, based in Kaukauna, WI. He has 34 years of industry experience, having worked at Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.