Scott Mendelsohn is a financial advisor at Osaic with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic Wealth, Inc. in 2018, he worked at Signator Investors, Inc. and John Hancock Life Insurance Co. for 21 years. He also works as an insurance agent, advising clients on their insurance needs. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs, employing asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios.

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.

Cory Henschel is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. His prior work includes roles at the Wisconsin Housing and Economic Development Authority and the University of Wisconsin Madison. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 is also a financial professional at Vesta CPAs, S.C., a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, discretionary and non-discretionary services, and access to third-party money managers.

Matthew Krier is a financial advisor with LPL Financial in Sheboygan, WI, holding a Series 66 credential and five years of industry experience. His career includes roles at Johnson Financial Group, Purshe Kaplan Sterling Investments, Merit Financial Advisors, and Northwestern Mutual. Outside of his advisory work, he serves as a Staff Sergeant in the Wisconsin Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with various portfolio management options, including model portfolios and third-party subadvisors, and integrates technology tools for operational and research support.

Shawn Mangan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 11 years. Outside of his advisory role, he is employed as a teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Edward Jones in Sheboygan, WI, holding a Series 66 designation and two years of industry experience. Prior to rejoining Edward Jones in 2024, she worked as a school psychologist for the Green Bay Area School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

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 who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked at several firms, including Brookstone Capital Management and Foundations Investment Advisors LLC, and is currently involved with Kettle Financial, assisting with practice management duties. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management, planning, and consulting services.

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 at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. In addition to his advisory role, he is involved with OnPoint Financial Group, LLC, and OnPoint Accounting Group, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and technological tools.

Jeffrey Heinen is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and several M&I affiliated companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.