Brandon Martinek is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 16 years of industry experience. He has worked at several firms including Securities America Advisors, Securities Service Network, and Investment Centers of America. In addition to his advisory work, he operates a tax preparation and accounting business, Valley Tax Solutions. 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 financial planning and asset management services, utilizing various investment strategies and technology tools to support its large network of advisors.

Laura Carlson is a financial advisor with Thrivent Investment Management in Appleton, WI. She holds a Series 66 designation and has 16 years of industry experience. Carlson has been with Thrivent and its affiliated firms 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 covering topics such as retirement, tax, estate, and special needs planning, and allows clients to combine planning with managed account services under a consolidated billing option called WealthPlan.

Aerial Feucht is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential with one year of industry experience. Feucht has worked with Thrivent Financial and Thrivent Investment Management since 2015 in various roles within the organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm provides goal-based, holistic planning with a focus on topics such as retirement, tax, estate, business continuation, and special needs planning, without discretionary trading authority or institutional portfolio management.

Craig Surprise is a financial advisor with OSAIC in Appleton, WI, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked with United Securities Alliance, Inc. since 2001 and is involved with his own business, Surprise Inc. He also provides fixed insurance products through Legacy Investment Services, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.