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.

Ross Mueller is a CFP® professional with 31 years of industry experience. He is a principal at Mueller Wealth, LLC, where he has worked since 2020. His prior experience includes roles at LPL Financial LLC and Mutual Securities, Inc. Mueller 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, LLC provides advisory services to individuals, retirement plans, trusts, estates, and business clients. The firm manages approximately $121 million in assets and employs a proprietary Seatbelt™ Investment System that uses quantitative analysis to reduce risk and allocate across asset classes.

Parker Mueller is a CFP® with six years of industry experience and currently serves as an advisor at Mueller Wealth. His prior experience includes roles at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising and charitable activities. Mueller Wealth provides advisory services to individuals, retirement plans, trusts, estates, and business clients. The firm employs a proprietary Seatbelt™ Investment System focused on risk reduction and cross-asset allocation, managing approximately $121 million in assets for a range of clients.

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.

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.

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.

Terrance Ostrander is a financial advisor at Calton & Associates, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Calton & Associates since 2019, following a decade at Capital Financial Services. Outside of his advisory role, he owns Ostrander Financial Group, LLC, which provides tax preparation and tax planning services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and a broker-dealer, providing tailored investment recommendations through various program structures and analytic approaches.

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.

Matthew Schellinger is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Kohler Credit Union and LPL Financial. Outside of his advisory role, he provides tax preparation services during tax season and operates under the name Hibbard and Ruby Wealth Management. Osaic Wealth Inc. serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset-allocation software, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.

Travis Neiswender is a financial advisor at LPL Financial in Manitowoc, WI, holding Series 63 and Series 65 designations. He has experience at firms including Transamerica Financial Advisors and Wells Fargo Bank, as well as prior roles outside finance at Jared Galleria of Jewelry and Red Balloon Toy Store. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, and institutions through a large nationwide network, offering a range of investment programs and managing over $819 billion in advisory assets.

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.

Ashley Jagemann is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked in education and behavioral health services, including roles with Two Rivers Public School District, Sheboygan Area School District, and Phoenix Behavioral Health Services. She also has experience with Dance Dynamics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

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 with Cetera, holding a Series 66 credential and eight years of industry experience. His career includes roles at Voya Financial Advisors and Bonnier Corp, and he is the owner and president of Schug Financial LLC, which offers financial services and tax preparation. He is also a Wisconsin notary and an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm provides portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining advisor-managed accounts with firm-sponsored model portfolios and fiduciary services.

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 financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. Outside of her advisory role, she assists with basic bookkeeping and check writing for Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s DDK Group provides tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, addressing both traditional and complex investment strategies.

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 financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked with LPL Financial since 2022 and previously held positions at CUNA Brokerage Services, Inc., Financial Services Center at UnitedOne Credit Union, and UnitedOne Credit Union. He is also a notary public. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brenna Wilkinson is a financial advisor with Commonwealth Financial Network based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has three years of industry experience. Her prior work history includes roles at Wells Fargo and Allspring Funds Distributor, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, operations, trading, technology, and compliance support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

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 an advisor at Thrivent Investment Management with Series 63 and Series 66 licenses and over a decade of experience in financial services, including roles at Thrivent Financial for Lutherans from 2011 to 2022. She has been with Thrivent Investment Management since 2022 and continues her work at Thrivent Financial since 2024. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

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 at Woodbury Financial Services for 15 years. Outside of his advisory role, he is president of two LLCs, one providing life, health, disability, long-term care insurance, fixed annuities, and tax preparation services, and another managing properties. 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 employs a comprehensive investment process that integrates risk assessment, asset allocation, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.

Dylan Ruby is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Feucht Financial Group. In addition to his advisory work, he provides tax preparation services during tax season through Ruby Wealth Management and operates under the name Hibbard & Ruby Wealth Management. OSAIC Wealth, Inc. 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 comprehensive advisory services supported by technology-driven investment processes and access to a wide range of investment products and custodial platforms.

Brian Koch is a financial advisor with LPL Financial in Manitowoc, WI, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2014. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, providing a broad range of investment solutions supported by an in-house research team and multiple delivery options.

Jason Kramar is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Cetera, J Johnson & Associates, and Thrivent Financial. Outside of advising, he owns Dock Financial Solutions, which provides tax preparation services and offers life, health, and disability insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, delivering advisory and brokerage services through a large network of advisors. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and platforms.

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. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC, alongside his ongoing leadership of Schug Financial since 2010. Outside of his advisory work, he serves as vice president and president of a neighborhood association, organizing community events. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan investors, through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Jason Muench is a CFP® professional with 29 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cuna Brokerage Services, Inc. and UnitedOne Credit Union. Outside of his advisory work, he serves as a part-time church organist at Immanuel Lutheran Church. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Allan Hibbard is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services for 17 years. In addition to his advisory work, he is involved in property management through HFS Properties LLC. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charities. The firm employs a range of investment strategies and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

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. He has been with Edward Jones since 2018 and previously worked with The First Tee organizations in Northeast Wisconsin and Northern Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.