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.

Tyler Reinhard is a financial advisor with Landolt Securities, Inc. in Kimberly, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Landolt Securities since 2014 and is also involved with TKC Wealth Management, LLC in a supervisory role. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets and employs a team of ten advisors, focusing on fundamental analysis and small-cap growth strategies tailored to client objectives.

Todd Jasperson is a financial advisor at Packerland Brokerage Services, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services from 2014 to 2021 before joining Packerland in 2021. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various account management options and third-party relationships, managing approximately $909 million in client assets.

Kalon Dvorak is a financial advisor with IAMS Wealth Management, LLC, holding a Series 65 credential and one year of experience. His work history includes roles at Dvorak Wealth Management as well as positions outside the financial industry. He has held a position at the North Shore Golf Club and has been involved with UW-Milwaukee. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models, as well as financial planning and consulting, employing a broad range of investment instruments and operational tools.

Andrew Vandehey is a CFP® with 14 years of industry experience, currently serving at Principal Financial Services. He has worked with Principal Securities Inc. since 2016 and has operated Vandehey Financial Services Inc. since 2012. Outside of advising, he is an assistant track and field coach at Kaukauna High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory arrangements.

Jordan Vandehey is a financial advisor with Principal Financial Services in Kaukauna, WI, holding a Series 66 designation and six years of industry experience. He has worked with Van De Hey Financial Services since 2019 and has experience at Principal Securities Inc and Principal Life Insurance Company since 2019. Outside of advising, he works as a mathematics tutor. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

Taylor Zornow is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 16 years of industry experience. Prior to joining Empower Financial Services, Inc. in 2022, he worked at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans from 2007 to 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach includes integrated service delivery tied to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and savings rates.

Vanessa Welter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, Welter is employed as a sales associate at Walgreens. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs, offering a broad range of securities and insurance products.

Michael Vanhoof is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at SagePoint Financial, Inc. since 2009 and owns Van Hoof Investments, Inc., a privately held corporation he founded in 1998. Vanhoof is also an associate member of the Knights of Columbus, participating in charitable activities within the Green Bay Catholic Diocese. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

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.

Chase Vande Yacht is a Series 66-licensed financial advisor with OSAIC, bringing 14 years of industry experience. His prior roles include positions at Woodbury Financial Services and Tax Management Services, where he owns and manages a tax preparation business. He serves on the board of the First Tee of Northeast Wisconsin, a nonprofit organization. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and access to multiple custodial platforms.

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.

Melissa Hartzheim is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation and having one year of industry experience. Prior to her current role, she worked at Edward Jones from 2016 to 2024 and at C.H. Robinson from 2012 to 2016. Outside of her advisory work, she creates and sells art pieces including acrylic paintings, ceramic coasters, and wood décor. 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 strategies and maintains a large nationwide network of financial advisors and branch offices.

Karley Wardlow is a financial advisor with Edward Jones in Appleton, WI, holding CFP®, ChFC®, and Series 66 designations and bringing six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Gannett Co Inc for six years. Outside of advising, she has listed her home on Airbnb during the NFL Draft for compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Kyle Lukowitz is a financial advisor at Edward Jones in Kimberly, WI, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terri Groth is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Principal Life Insurance Company. She is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services alongside insurance products.

Matthew Schutte is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with LPL Financial and has also worked at BMO Harris Financial Advisors. Outside of his advisory work, he serves on the board of the Fox Valley Veterans Council and volunteers with the Kaukauna Youth Baseball League. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Stephanie Kobin is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones in Appleton, WI. She has been with Edward Jones since 2013. Outside of her advisory role, she participates occasionally in direct sales and wellness network marketing activities on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ryan Pomerening is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones in 2024, he worked in various roles including coaching football at MFL-MarMac Community School District and positions at Community Insurance of Iowa and Isle of Capri Casinos Inc. He also serves as a coaching consultant for a high school football program. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients. The firm offers a range of investment advisory programs and services supported by a large nationwide network of financial advisors and branch offices.