Matt Vanden Heuvel is a financial advisor with Raymond James & Associates in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked for RBC Capital Markets Corporation for 13 years. He serves on the boards of two nonprofits, including as president of the St. Francis Xavier Foundation and as a board member of the Life Tools Foundation, which provides tutoring services to low-income students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting through a variety of advisory programs, combining multiple portfolio management styles with research and model manager options, and provides municipal advisory services alongside its investment offerings.

Jacqueline Zuleger is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she works as a consultant for Beautycounter and is a clothing sale associate at a boutique in Appleton, WI. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment strategy methodology developed by its Investment Strategy Group.

Elijah Sorem is a financial advisor with Ameriprise in Appleton, WI, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at TC Transcontinental for four years and was employed at Appleton North High School for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations.

Debra Hackelgostas is a financial advisor with Mass Mutual Investors Services in Neenah, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 33 years of industry experience, having worked at Mass Mutual Investors Services since 1993 and at MassMutual Life Insurance Co since 1992. Outside of her advisory role, she is involved in supportive home care services for her adult son with special needs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and various event-driven planning programs.

Nadine Tarabishi is a CFP® professional with 21 years of industry experience. She has been with Edward Jones since 2019 and previously worked at Private Client Services, Nicolet Advisory Services, SII Investments, and NYLife Securities. Nadine holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors.

Andrew Foucault is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2009, previously serving at UBS Financial Services and Piper Jaffray Inc. His practice is based in Appleton, Wisconsin. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kip Wenninger is a financial advisor at Edward Jones in Appleton, WI, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and operates under a fiduciary standard.

Roy Olson III is a financial advisor with Cetera in Appleton, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Cetera since 2007 and also owns and operates APTA Tax Service LLC, a tax preparation and business consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Neelam Krishnaney Davison is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Woodbury Financial Services, Packerland Brokerage Services, and SII Investments. Outside of her advisory role, she teaches for the Office of Continuing Education at the University of Wisconsin Fox Valley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Blake Davies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. He has prior work experience at Vande Hey Company, Inc. from 2020 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and written recommendations on a range of financial topics, with planning delivered separately from managed accounts under a consolidated billing option called “WealthPlan.”

Brian Witz is a financial advisor with OSAIC, holding a Series 63 license and bringing 25 years of industry experience. He has worked at OSAIC since 2024 and held prior roles at Woodbury Financial Services, Inc. and Schleicher Financial. In addition to his advisory work, Witz owns a tax preparation business and is involved in sales of fixed insurance products and notary services through his financial enterprises. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment vehicles.

Samuel Pawlak is a financial advisor with RBC Capital Markets in Appleton, WI. He holds a Series 66 designation and has 12 years of experience at RBC Capital Markets, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Jesse Wagner is a financial advisor with Robert Baird & Co. in Greenville, WI, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and SII Investments Inc. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, and provides both discretionary and non-discretionary management options.

Gregory Rogers is a CFP® and Series 66-registered financial advisor with Edward Jones in Hortonville, WI, where he has worked since 2013, totaling 12 years of industry experience. He is part of a nationwide network of financial professionals at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Randall Di Vito is a financial advisor with Merrill in New London, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he serves as secretary for a local condominium association, managing meeting documentation and communications. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tammy Stephan is a financial advisor with LPL Financial based in Hortonville, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes positions at BMO Harris Bank, Morgan Stanley, and Thrivent Investment Management. 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 financial planning and asset management services, utilizing various model portfolios and third-party subadvisors, supported by advanced operational tools.

Nicholas Koch is a financial advisor at Edward Jones in New London, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for 14 years at Tweet Garot Mechanical. Outside of his advisory role, he is a partner and owner of Midway Storage LLC, a storage business in Fremont, WI. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Karl Miller is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves on the boards of a pregnancy helpline and his local church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics and combines planning with managed-account programs under a consolidated billing option.

Joseph Miller is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2007, including a role with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner in a real estate venture, Pike River LLC, based in Athelstane, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings alongside specialized investment and trading activities.

Jenna Mielke is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James & Associates since 2021. She previously worked at RBC Capital Markets from 2014 to 2021. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.