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.

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, 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.

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.

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.

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.

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 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.

Michael Marciniak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for five years at Associated Bank, NA, two years at Triangle Distributing, and thirteen years with the Oconto Unified 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branches nationwide.

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 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and National Planning Corp. He serves on the board of the DePere Chamber of Commerce and is involved in offering investment education through Tenacity Advisory Group, Inc. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, and offers access to multiple custodial platforms and third-party managers.

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 has worked previously at Woodbury Financial Services Inc and SII Investments Inc. He is the founder of Tax Management Services, Inc., a business providing tax and consulting services. 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, employing a technology-driven investment process and providing access to multiple custodial platforms and third-party managers.

Ryan Hale is a financial advisor with Edward Jones in Brillion, WI, holding Series 63 and Series 65 licenses. He has 21 years of industry experience, including 12 years 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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. 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.

Bryan Grant is a ChFC® and Series 66 credentialed financial advisor with 15 years of industry experience. He currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and Sii Investments. Outside of his advisory work, he is involved in tax preparation through a co-ownership in Tax Management Services, Inc. and provides fixed health and life insurance to clients through ownership of TMS Financial Group Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment strategies and access to multiple custodial platforms.

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.