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Melissa H
Series 66
Muskego, WI
Thrivent Investment Management
Melissa Hofmeister is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2016, following eight years at Stadia New Church Strategies. Outside of her advisory role, she is active as a public speaker in ministry settings and serves on the board of Catapult, an organization focused on expanding gospel outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning that covers a wide range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.
Michael F
CFP®, Series 63, Series 65
Delavan, WI
LPL Financial
Michael Frank is a CFP® with 37 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Cetera Financial Specialists, SAGE Private Wealth Group, and Raymond James Financial Services. Frank also operates a tax preparation and accounting practice as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform of advisory and brokerage services, including financial planning, third-party asset management, and institutional offerings.
Lukas S
Series 66
Mukwonago, WI
Raymond James Financial
Lukas Schreiber is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He has held various roles at Raymond James Financial Services and its affiliates since 2022. Outside of advising, he worked operationally for Schreiber Financial Services, Inc., supporting paperwork and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized services in municipal finance and SIMPLE IRA advisory programs.
Aaron M
Series 66
Delevan, WI
Thrivent Investment Management
Aaron Mueller is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Before joining Thrivent, he worked at Live Nation and Kwik Trip Inc. among other positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering both one-time and ongoing planning relationships without discretionary trading authority.
Erika S
Series 65, Series 63
Big Bend, WI
Raymond James Financial
Erika Shearer is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Northwestern Mutual and Uber prior to her current role. Outside of financial services, she has experience at companies such as InstaCart. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services and supports municipal and public-finance work through a unique municipal advisor affiliation.
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