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.

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.

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.

Joseph Jost is a financial advisor with Ameriprise in Reedsville, WI, holding a Series 66 designation and 11 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Thrivent Financial and Thrivent Investment Management. He is a co-owner of Skylight Wealth Management, LLC, and serves as a member of the Board of Education in Manitowoc, WI. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Chase Vande Yacht is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience and a Series 66 designation. He previously worked at Woodbury Financial Services and Tax Management Services/SII Investments. He is the owner of Tax Management Services, Inc. and serves as a board member of the nonprofit First Tee of Northeast Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory services, and access to third-party investment platforms through a broad network of affiliated advisors.

Brandon Krupp is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2017, including roles at Thrivent Financial. Outside of his advisory work, Krupp serves as a member of the Trinity Lutheran Rantoul School Board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial plans without managing portfolio implementation.

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, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes a role at CGH Advisory LLC from 2016 to 2017. He is the managing member of Gottshall Capital Partners, LLC and oversees operations and provides financial advice at Lake Edge Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and consulting.

Richard Stoker is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1997. 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 strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Dana Tisch is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones in various capacities since 2014. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dominic Reinerio is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, National Planning Corp, and SII Investments. He is a board member of the DePere Chamber of Commerce, where he assists with financial reporting and tax preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct diversified portfolios tailored to client needs.

Gretchen Krupp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Thrivent Financial and Kimberly Clark. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers both one-time and ongoing planning engagements covering a broad range of financial topics.

Michael Savolt is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and SII Investments Inc. Outside of his advisory role, he is the founder of Tax Management Services, Inc., which provides tax and business consulting services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of portfolio management options supported by firm-provided tools and access to multiple third-party platforms.

Ryan Hale is a financial advisor at Edward Jones with 22 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining Edward Jones in 2014. Hale holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Sheilah Vandenhouten is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2019. Prior to her financial career, she was an independent Mary Kay beauty consultant from 2011 to 2019, a role she continues on a limited basis servicing prior clients. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option while maintaining a separation between these offerings.

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.

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.

Ryan Penzenstadler is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at BMO Bank for seven years and at Pizza Hut for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bryan Grant is a ChFC® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc for seven years and Sii Investments for eight years. Grant is an owner and partner in several financial-related businesses, including Tax Management Services, which provides individual and corporate tax preparation, and he offers investment education through Tenacity Advisory Group. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

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.