Shannon Witt is a financial advisor at Stifel with 17 years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2018, following two years at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology from its Investment Strategy Group, providing capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Annie Leal is a financial advisor with Edward Jones in Plymouth, WI, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Sheboygan Resort and The Vollrath Company. 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, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Eric Eickhoff is a financial advisor with Thrivent Investment Management in Sheboygan, WI. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Eickhoff has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 financial planning without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeffrey Jacobs is a financial advisor with Thrivent Investment Management in Sheboygan, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2016. 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 planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brian Beeck is a financial advisor at Edward Jones with 28 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 designation and is based in Sheboygan Falls, Wisconsin. Outside of his advisory role, Beeck serves on the board of directors for Camp Fire USA in Sheboygan Falls, where he is involved in executive director observation, curriculum planning, staff meetings, and oversight of camp directors. 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 and investment options supported by a nationwide network of more than 23,700 financial advisors.

Keith Hendricks is a financial advisor with LPL Financial in Sheboygan, WI, holding a Series 66 designation and 15 years of industry experience. Before joining LPL Financial in 2018, he worked at INVEST Financial Corp. and U.S. Bancorp Investments, Inc. Since 2023, he has also served as a high school soccer coach at Sheboygan Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a variety of investment strategies supported by internal and third-party research.

Christy Jacobs is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 credential and two years of industry experience. She has worked with Thrivent Financial and its affiliated entities since 2016. Outside of her advisory role, Jacobs serves as the Community Engagement Chair and a board member of a local professional women's organization, where she helps connect the group with community activities and supports nonprofit funding decisions. She also works as a wine tasting consultant for a company that offers at-home Napa wine experiences. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses while maintaining planning and managed-account services separately.