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 previously worked at Fifth Third Securities from 2010 to 2016 before joining Edward Jones in 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grace Satori is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding a Series 66 credential and with one year of industry experience. Prior to joining Baird in 2023, she worked at Treehouse Foods and Shipbuilders Credit Union while completing her studies. Outside of her advisory role, she serves as an athletic coach for the Lakeshore Storm Volleyball Club. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Mussay is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. Mussay is also the owner and partner of Mussay Financial Group, Ltd. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management options, including proprietary and third-party strategies, with flexible implementation across multiple platforms.

Mary Tarlton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Shawano County, Brown County Child Support Agency, Bemis, Kohler, and UW-Milwaukee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Daniel Hill is a financial advisor at Osaic with 20 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America Inc. for 14 years. Outside of his advisory role, he serves as a substitute teacher in the Sheboygan Area School District and is licensed to provide insurance solutions through USAdvisors Insurance Agency. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party investment platforms and managed accounts.

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.

Sarah Boyer is a CFP® with seven years of industry experience, currently affiliated with Cetera. She has worked at Robert W. Baird and KPMG, and maintains a role as a financial professional at Vesta CPAs, S.C. Sheboygan, WI, serves as her professional base. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and custodial relationships.

Matthew Krier is a financial advisor with LPL Financial in Sheboygan, WI, holding a Series 66 license and five years of industry experience. His career includes roles at Johnson Financial Group, Purshe Kaplan Sterling Investments, Merit Financial Advisors, and Cambridge Investment Research Advisors. Krier also serves as a Staff Sergeant in the Wisconsin Army National Guard. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Shawn Mangan is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2013 to 2024. Outside of his advisory role, he is also engaged as a teacher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, employing both discretionary and non-discretionary management supported by research and model portfolios.

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 at Edward Jones in Sheboygan, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked as a school psychologist for the Green Bay Public School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

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.

Larry Kettle Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Mersberger Financial Group Inc. He is also president of the Marshview Conservation Club, a family hunting organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.

Reid Schmideler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Brookstone Capital Management and Foundations Investment Advisors LLC. Schmideler also assists with practice management duties at Kettle Financial. 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 multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Timothy Saeger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2009. Outside of his advisory role, Saeger serves on the board of directors for the Above & Beyond Children's Museum and is a board member at large for the Plymouth Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various financial topics without discretionary trading authority.

Verneith Stout is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2024, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also involved with OnPoint Financial Group, LLC, which provides non-variable insurance and financial services, and he holds a notary commission in Sheboygan, WI. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Calan Kinnally is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at the American International School of Jeddah and Ashland High School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Jeffrey Heinen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has held roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust Company, M&I Insurance Services, and M&I Brokerage Services since 2005. 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 research and model portfolios.

James Thom is a financial advisor with Edward Jones in Sheboygan, WI, holding a Series 63 designation and 34 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he owns a commercial office building leased to Edward Jones. 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 options supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.