Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

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.

James Grasee is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a real estate holding company, Poppy Seed Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices and offers fiduciary-standard services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Anthony Tremblay is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at Laura Mossakowski LLC/LPL Financial and Ameriprise Financial. His background also includes roles outside finance, such as management positions in the hospitality industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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.

Timothy Blattner is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at MetLife Securities Inc. for nine years before joining LPL Financial in 2017. Blattner is based in Denmark, Wisconsin. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its large network of advisors with both advisory and non-advisory financial services.

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.

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 at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Thrivent entities since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through its WealthPlan program, with an emphasis on periodic plan reviews delivered by its network of Financial Advisors.

James Johnson is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for ten years at Penske Mercedes-Benz of West Covina. 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 investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Roth is a financial advisor at Ameriprise with nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Roth is the owner of Roth Financial Group, through which he manages his advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored recommendations within a defined investment framework.

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.

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.

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.