Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.

Chad Backes is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial, Investment Centers of America, and First State Bank, where he continues to maintain a connection. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm emphasizes customized advisory services and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

John Koch is a CFA® charterholder affiliated with Mercer Global Advisors Inc. He has a combined 11 years of industry experience, including a decade at iSectors, LLC. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Scott Hanadel is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at FBL Marketing Services, FBL Financial Group, Firstmerit Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Joshua Korotka is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2025 and previously worked at Thrivent Financial. Outside of his advisory role, he owns a fresh produce stand operating in Crandon and Antigo, WI, a business he has managed since his teens. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses without discretionary trading authority. The firm supports long-term planning needs through periodic reviews and integrates planning with managed-account services under a consolidated billing option.

Tina Grenlie is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked previously with Edward Jones, Thrivent Financial, and Principal Securities, among others. Outside of her advisory roles, she serves on the audit committee for Trinity Lutheran Church and is a member of the American Legion Auxiliary. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to various managed portfolios and third-party money managers.

April Rasmussen is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and is based in New London, Wisconsin. April has been with Edward Jones since 2014. 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.

Jennifer Bruzas is a financial advisor with Raymond James & Associates in New London, WI, holding a Series 66 designation and 15 years of industry experience. She has worked with Raymond James since 2018 and previously spent 13 years at SII Investments. Outside of advisory work, she serves as a FINRA arbitrator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Nicole Danke is a financial advisor with LPL Financial in Winneconne, Wisconsin, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, including nine years at BMO Harris Financial Advisors and concurrent service at BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs supported by research and technology solutions.

Jennifer Gardner is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has been with Thrivent and its related entities since 2022. Outside of her advisory role, Gardner serves as Commander of American Legion Post 512 and is the treasurer for Boy Scout Troop 59, managing the troop’s financial accounts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial planning advice on a range of topics without implementation. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Kelly Duel is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. Prior to joining Cambridge, Duel has worked at Plexus Corp since 2004 in the electronics manufacturing sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Gregory Fuerst is a financial advisor with RBC Capital Markets in Fremont, WI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work history includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Logan Johnson is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. His work history includes roles at Waypoint Financial Solution, Inc. and the University of Wisconsin - Madison. Osaic Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Mitchell Kennedy is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Target Corporation in both store and headquarters roles from 2011 to 2025. Kennedy is also the owner of MK Onyx, LLC. Osaic Wealth serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers discretionary and non-discretionary portfolio management, incorporating diverse investments such as stocks, bonds, mutual funds, and alternative assets.

Michael St Marie is a financial advisor with Ameriprise in New London, WI, holding a Series 66 credential and 17 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 2017 and previously at CUSO Financial Services and Community First Credit Union. Outside of advising, he owns a tax preparation business and serves on the boards of the New London Utility Commission and the MPB Finance Council. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Carli Navin is a financial advisor with OSAIC holding a Series 66 designation and four years of industry experience. She has worked with Woodbury Financial Services Inc and Waypoint Financial Solutions, among others. In addition to her advisory role, Navin is a real estate agent and serves on the board of the Waupaca Scholarship Foundation, which provides educational scholarships to local students. OSAIC serves a diverse client base including retail and institutional investors. The firm offers a wide range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client risk tolerances.

Jeffrey Kolasinski is a Certified Financial Planner (CFP®) and holds a Series 63 license with 21 years of industry experience. He is currently with LPL Financial and Premier Community Bank, and previously worked at The Leaders Group Inc and PDI Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Gregory Rogers is a CFP® and Series 66-registered financial advisor with Edward Jones in Hortonville, WI, where he has worked since 2013, totaling 12 years of industry experience. He is part of a nationwide network of financial professionals at Edward Jones. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Randall Di Vito is a financial advisor with Merrill in New London, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he serves as secretary for a local condominium association, managing meeting documentation and communications. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tammy Stephan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior work includes positions at BMO Harris Bank, Morgan Stanley, and Thrivent Investment Management. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Koch is a financial advisor at Edward Jones in New London, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for 14 years at Tweet Garot Mechanical. Outside of his advisory role, he is a partner and owner of Midway Storage LLC, a storage business in Fremont, WI. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Kay Anderson is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. Outside of his advisory role, he manages the R.A. Anderson Family Farm, LLC, overseeing rental operations and financial administration. 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 combines planning with managed-account programs under consolidated billing while maintaining separation between services.

Peter Vanden Bush is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Based in Waupaca, WI, he serves clients through the firm’s extensive network. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Corey Knepfel is a financial advisor at Edward Jones in New London, WI, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Eric Lang is a financial advisor with Edward Jones in Winneconne, Wisconsin, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Lang serves as a town supervisor for the Town of Winneconne and volunteers as a firefighter with the Winneconne/Poygan Fire Department. 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, investment solutions, and affiliated financial services through a large nationwide network of financial advisors and branch offices.

Melanie Peterson is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory work, she coaches youth volleyball programs through the City of Waupaca Parks & Recreation, the Waupaca Fire Volleyball Club, and the Waupaca School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products, supported by a nationwide network of over 23,700 financial advisors.

Benjamin Durfee is a CFP® and ChFC® with 28 years of experience at Edward Jones, where he has worked since 1997. He serves clients from Waupaca, Wisconsin, and is a board member of the Waupaca County Natural Resources Foundation. Outside of his advisory role, he is involved in local environmental projects and manages a forestry investment LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with an extensive national advisor and branch network.

Alice Naef is a financial advisor with LPL Financial in Hortonville, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 17 years at Investment Centers of America and SII Investments, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and investment management services supported by research and model portfolios.

Travis Kloehn is a financial advisor with Thrivent Investment Management in New London, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Kloehn serves as a board member for both the New London Police and Fire Commission and the New London Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm emphasizes holistic planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Kayla Suehs is a financial advisor at Edward Jones in Waupaca, WI, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Volm Companies, LUSA Associates, Woodbury Custom Homes, Thrivent Financial, CoVantage Credit Union, and Agropur. She is also the owner of The Budget Nerd LLC, where she provides budgeting tools to friends and family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.