Jared Meyer is a financial advisor at Red Granite Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked for Access Investment Advisors, Inc. for 10 years before joining his current firm. Red Granite Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as advisory services for pension and profit-sharing plans and corporate entities. The firm employs a discretionary, goal-driven investment approach, incorporating fundamental, quantitative, and technical analysis, and is notable for its focus on pension consulting and hands-on pension plan management.

George Reis is the president of GVR Investment Management, Inc. and has 26 years of experience in the financial industry. He has been with GVR Investment Management since 2005 and also leads George V. Reis Investment Group, Inc. since 1999. In addition to his advisory roles, he serves as president of George V. Reis Accounting and Tax Practice. GVR Investment Management provides discretionary account management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis and regularly employs selling put options as part of its investment strategy.

Ross Mueller is a CFP® professional with 32 years of industry experience, currently serving at Mueller Wealth since 2020. His prior roles include 14 years at LPL Financial and VERVE (Citizens First Credit Union), as well as positions at Mutual Securities and Mutual Advisors. He serves on the UW Green Bay Foundation Board’s Finance and Investment Committee and is chairman of the board at Zion Methodist Church. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, and employer plan sponsors. The firm utilizes its Seatbelt™ Investment System, combining quantitative analysis and multiple investment approaches, and offers both discretionary asset management and retirement plan consulting.

Parker Mueller is a CFP® and holds a Series 66 license, currently serving at Mueller Wealth with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board member and treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising efforts. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, employer plan sponsors, and select broker-dealers. The firm employs a structured investment process called the Seatbelt™ Investment System, utilizing a combination of asset allocation, fundamental, technical, quantitative, and sector analysis to guide discretionary asset management, financial planning, and retirement plan consulting.

Atley Gay is a Series 65-licensed financial advisor with Merit Financial Advisors, bringing four years of industry experience. Prior to joining Merit Financial Group in 2024, Atley worked for Access Investment Advisors, Inc. for nine years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Michael Halla is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 license and bringing 29 years of industry experience. He has worked with TCFG since 2017 and previously spent five years at SII Investments. Outside of his advisory role, Mr. Halla serves on the Rahr West Art Museum Charitable Foundation and the Roncalli Catholic Schools Endowment Board of Directors in Manitowoc, WI. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Chad Schwoerer is a financial advisor with Calton & Associates, Inc. in Manitowoc, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Calton & Associates since 2019 and previously worked at Capital Financial Services for ten years. Outside of his advisory role, he owns and operates JKC Insurance and Investment Services, LLC, which engages in the sale of life, health, and fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides various program structures and combines commission-based product sales with assets under management fees through its dual registration as both a registered investment adviser and broker-dealer.

Ryan Brandon is a financial advisor at TCFG Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michael E Halla & Associates, Roncalli High School, Saint John's Prep School, Minnesota State University Moorhead, and Concordia University Wisconsin. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Casey is a CFP® and ChFC® with 30 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Access Investment Advisors Inc. for nearly three decades. Outside of his advisory role, he is the managing member of Lake Effect Ventures Manitowoc LLC, overseeing the remodeling and preparation of a venue space for rental. Merit Financial Group, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Samantha Fitzgerald is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Wipfli Financial Advisor, LLC and Hewins Financial Advisors, LLC. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Matthew Schellinger is a financial advisor at OSAIC Wealth Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Kohler Credit Union, among other roles. Outside of his advisory work, he is involved in tax preparation through Ruby Wealth Management LLC and operates as a wealth and tax advisor under the name Hibbard and Ruby Wealth Management. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include a range of securities and alternative investments.

Travis Neiswender is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Wells Fargo Bank, and UnitedOne Credit Union, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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 approaches supported by proprietary and third-party research.

Aaron Hillmer is a financial advisor with Ameriprise in Sheboygan, WI, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2021 and has prior experience at the University of Wisconsin–Madison, Whistling Straits, and other organizations. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Paape is a financial advisor with Thrivent Investment Management based in Manitowoc, WI. He holds a Series 66 designation and has 18 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 goal-based, holistic analyses covering topics such as retirement, tax, estate, business continuation, divorce, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing system.

Joseph Jost is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Ameriprise since 2017 and previously at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves on a local Board of Education and co-owns Skylight Wealth Management, LLC, an independent advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ashley Jagemann is a financial advisor at Edward Jones in Manitowoc, WI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, she worked in the education sector with the Two Rivers Public School District and the Sheboygan Area School District. 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, supported by a large network of financial advisors and branch offices nationwide.

Anthony Simpson is a financial advisor with Edward Jones in Two Rivers, Wisconsin. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Edward Jones, he worked at Northwestern Mutual Wealth Management and related affiliates from 2021 to 2023. He also has experience outside finance, including roles at BioLife Plasma Services and in local school districts. 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 strategies, tax-efficient services, and access to affiliated mutual funds.

Thomas Schug is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services, LLC since 2021. Schug is also the owner and president of Schug Financial LLC, where he offers financial services and oversees a tax service business providing tax preparation, payroll, and bookkeeping services. Additionally, he is a licensed independent insurance agent and serves as a Wisconsin notary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform offering model portfolios, third-party managers, and customized strategies.

Logan Bowles is a Series 66 licensed financial advisor with Edward Jones, based in Manitowoc, WI. He has three years of industry experience, including prior roles at Schrieber Foods Inc, UPS, Agents of Chaos LLC, and Club Wealth LLC. Outside of advising, he is a co-owner of a vacation rental property in Reedsville, WI, which is operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, supported by a large network of advisors and offices nationwide.

Paul Gottshall is a financial advisor with Raymond James Financial Services Advisors Inc. in Manitowoc, WI, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at CGH Advisory LLC and has been with Raymond James since 2009. Outside of his advisory role, he manages operations and provides financial advice at Lake Edge Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory services that support clients’ decision-making rather than discretionary management.

Nancy Miller is a Series 66–licensed financial advisor with Robert W. Baird & Co. in Valders, Wisconsin. She has 15 years of industry experience, all with Baird since 2011. Outside of her advisory role, she performs basic bookkeeping and check writing for a local community organization, Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Miller works, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custody services through a range of manager- and model-traded strategies, with internal research and advanced tools supporting its advisory process.

Luke Heinen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at BMO Bank NA and Packerland Brokerage Services. He serves as president of the deacons at First Christian Reformed Church of Oostburg, where his responsibilities include visiting congregants and overseeing the budget. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party providers.

Sherri Halverson is a financial advisor with Thrivent Investment Management based in Cleveland, WI. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Thrivent, she worked at Robert W Baird & Co, Inc for 17 years. 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 addressing a wide range of planning topics, and clients can combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Harrold Ribich is a financial advisor with Ameriprise in Manitowoc, WI, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at Stifel and B. C. Ziegler and Company. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations supported by algorithmic tools and oversight committees.

David Koch is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked at Berkshire Hathaway for four years and has been with Thrivent since 2024. Outside of his advisory role, he co-owns and manages two rental properties in Manitowoc, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Nathan Raddatz is a CFP®-credentialed financial advisor with Ameriprise, based in Manitowoc, WI, and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Endowment Committee for Manitowoc Lutheran High School. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Robert Reindl is a Series 66-registered advisor with LPL Financial, based in Manitowoc, WI, and has six years of industry experience. He has worked with LPL Financial, CUNA Brokerage Services, Inc., and UnitedOne Credit Union in various financial services roles. Additionally, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Brenna Wilkinson is a financial advisor at Ameriprise with Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Riverstone Wealth Partners, Commonwealth Financial Network, Allspring Funds Distributor, LLC, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas De Vries is a financial advisor with Edward Jones who holds a Series 63 designation and has 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kay Van Sluytman is a financial advisor with Thrivent Investment Management in Manitowoc, WI, holding Series 66 and Series 63 licenses and four years of industry experience. She has been with Thrivent Financial and its affiliates since 2011 in various roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Cory Henschel is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Outside of Ameriprise, he has been involved with the Wisconsin Housing and Economic Development Authority and the University of Wisconsin Madison. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce written Recommendation Reports and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Shawnae Galien is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has previously worked in educational roles within the Valders Area School District. Galien serves on the Board of Directors for Faith Lutheran Church and is involved with its Board of Christian Education and Board of Youth and Family, as well as acting as a parent representative on the PBIS Committee at Valders Elementary School. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored retirement income recommendations, delivered through a centralized consulting team in partnership with its financial advisors.

Timothy Chase is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Woodbury Financial Services. Outside of his advisory role, he serves as president of two LLCs, including Chase Financial Services, which offers life, health, disability, long-term care insurance, fixed annuities, and tax preparation services. Osaic Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services along with various portfolio management tools and third-party solutions.

Dylan Ruby is a Series 66-licensed financial advisor with six years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services, Feucht Financial Group, and other firms. In addition to his advisory work, Dylan offers tax preparation services through Ruby Wealth Management LLC during tax season. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment products.

Brian Koch is a financial advisor with LPL Financial in Manitowoc, WI, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Kramar is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Thrivent Financial. In addition to advisory services, he owns Dock Financial Solutions, offering tax preparation and fixed insurance products such as life, health, and disability insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct diversified portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Steven Merline is a financial advisor with Edward Jones in Manitowoc, WI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Denmark State Bank and LPL Financial, each spanning seven years. Merline has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Timothy Lukasek is a financial advisor with Thrivent Investment Management in Manitowoc, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management continuously since 2004. Outside of his advisory role, he serves as Admissions Chair on the Board of Control for Manitowoc Lutheran High School and is an elder on the church council at St. John Lutheran Church. He also officiates youth and middle school basketball games through the Wisconsin Interscholastic Athletic Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm delivers holistic, goal-based analyses and integrates planning with managed-account programs through a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Michael Schug is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera since 2021 and previously was with VOYA Financial Advisors. Schug is also involved in community leadership through his role as vice president and president of the Sunrise Lake Neighborhood Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various third-party managers and investment strategies.

Jason Muench is a CFP® credentialed financial advisor with 30 years of industry experience, currently affiliated with LPL Financial since 2022. He has worked for Cuna Brokerage Services, Inc. and UnitedOne Credit Union since 2005. Outside of his advisory roles, he serves as a part-time church organist at Immanuel Lutheran Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing research and model portfolios to support a range of investment strategies.

Allan Hibbard is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services for 17 years. He has operated Hibbard Financial since 2002. OSAIC serves a diverse range 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 and wrap programs. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Nathan Barnes is a Series 66-licensed financial advisor with Edward Jones in Manitowoc, WI, with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the City of Manitowoc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Andrew Ziolkowski is a financial advisor with Edward Jones in Manitowoc, Wisconsin, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Ziolkowski Chiropractic Clinic and Cardinal Stritch University. Outside of his advisory role, he serves as an assistant coach for the Manitowoc Lincoln High School Track and Field and Cross Country teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm is known for its extensive network of financial advisors and branch offices, offering services that include discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Seth Jones is a financial advisor with Edward Jones in Manitowoc, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked with The First Tee of Northeast Wisconsin and the University of Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.