Reid Molitor is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Knuth Financial Life Planning and Goldenboys. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and research from its Center for Financial Research.

James Boland is a financial advisor with LPL Financial in Neenah, Wisconsin, holding a Series 66 credential and three years of industry experience. He has been involved in teaching and administrative duties at Tamarack Waldorf School since 2007. Outside of his advisory role, Boland is the owner of Ampersand Theatre Company LLC, a nonprofit organization based in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by numerous advisor-facing tools and a broad network of investment advisor representatives.

Samuel Sigler II is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years at Ameriprise Financial Services. Outside of his advisory role, he is involved with CMSS, LLC, a tax preparation and accounting firm. 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 both proprietary and third-party strategies with technological tools to support advisors.

Michael Shepard is a CFP® with 37 years of industry experience and has been with Ameriprise since 2005. He currently works at Ameriprise in Freedom, WI. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations through a centralized consulting team.

Brandy Debroux is a financial advisor with Morgan Stanley in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jonathan Sesing is a financial advisor with RBC Capital Markets in Appleton, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Baker Cheese, Oshkosh Defense, and K&K Homestead. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Alexander Borgen is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously operated small businesses in power washing and landscaping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Natasha Van Hout is a financial advisor at Ameriprise with Series 66 credentials and has been with the firm since 2024. She has prior work experience in retail and food service, including employment at Holidays Pub & Grill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Matthew Zarter is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he was with SII Investments, Inc. and Mass Mutual Investors Services. His other business activities include serving as an insurance agent for life, disability, and fixed annuities as well as involvement with insurance brokerages. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Angela Jaeger is a financial advisor with Stifel in Appleton, WI, holding a Series 63 designation and 29 years of industry experience. She has worked at Stifel since 2018 and previously spent two years at B.C. Ziegler and Company. Angela also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Matthew Gioffredi is a financial advisor with Edward Jones in Greenville, WI. He holds a Series 66 designation and has over 20 years of experience, including a 23-year tenure at G2 Paper, Inc., before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Christopher Tritt is a CFP® professional affiliated with LPL Financial, with three years of industry experience. He has worked at Fischer Retirement Solutions and Illumination Wealth Management, and previously spent four years at Wiatr & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Allan Davies is a financial advisor with Thrivent Investment Management in Greenville, WI, holding the Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses across a broad range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Patrick Suprise is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 43 years of industry experience, including prior roles at Invest Financial Corporation and OSAIC Services, Inc. He is also listed as president of Valley Financial Group, a non-investment-related entity used for cost-sharing purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Corey Knepfel is a financial advisor at Edward Jones in New London, WI, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Nicholas Corrente is a financial advisor with Stifel in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at B.C. Ziegler and Company and J.P. Morgan Securities. He serves on the Board of Education for Trinity Lutheran Church and School in Menasha, WI. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Engels is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms, including Securities America and FSC Securities Corporation. Outside of his advisory role, he is a trustee responsible for account reviews and adjustments. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering a range of brokerage and advisory services. The firm integrates automated tools and multiple investment options to tailor portfolios and supports a complex platform footprint with various third-party arrangements.

Kurt Heling is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at Woodbury Financial Services and has managed his own CPA and accounting firms. Outside of his advisory work, he serves as treasurer of a nonprofit arts academy and manages a quarter horse LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement consulting. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across numerous investment options.

Matthew Bush is a financial advisor with Morgan Stanley in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to this, he spent time at Deloitte Belgium and Baker Tilly Search and Staffing, as well as periods as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services that utilize structured planning tools and market modeling techniques.

William Packard is a financial advisor at RBC Capital Markets with 21 years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate tailored investment strategies using both in-house and third-party managers.