David Jones is a financial advisor at D & G Advisory Group, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at FSC Securities Corporation and Osaic Wealth, Inc. prior to his current role. D & G Advisory Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment account management and comprehensive financial planning services, employing a long-term, value-oriented investment approach with actively managed portfolios across various asset classes.

Gail Jones is a financial advisor at D & G Advisory Group, L.L.C. with five years of industry experience. She holds a Series 65 designation and has been with D & G Advisory since 2011. D & G Advisory Group serves individual and high-net-worth clients as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment management and comprehensive financial planning, employing a long-term, value-oriented investment approach with active portfolio management and regular reviews.

Jason Smerchek is a financial advisor at Nicolet Wealth Management with seven years of industry experience. He holds a Series 65 credential and has worked at Nicolet Advisory Services, LLC since 2018, following a 12-year tenure at Nicolet National Bank. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and conducts portfolio manager oversight through an internal investment research team and committee.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. 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 a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Brian Tupper is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior roles include positions at American Portfolios, Mass Mutual, and OSAIC. Outside of advisory work, he serves as Vice President of Weathervane Property, managing a commercial office building. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies delivered on both discretionary and non-discretionary bases.

Tyler Degeneffe is a financial advisor with Equity Services, Inc. in Green Bay, WI, holding CFP® and ChFC® designations and over 20 years of industry experience. His career includes roles at National Life Group, Mass Mutual Investors Services, and Metlife Securities. He serves on the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution, utilizing a mix of proprietary and third-party platforms to deliver tailored investment strategies.

Edward Degeneffe is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, Degeneffe is involved in several insurance and financial services ventures, including Medicare sales and co-ownership of Midwest Insurance Solutions, LLC. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and client-approved trading strategies focused on long-term asset allocation and manager-driven model portfolios.

Jennifer Grant is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and several other firms. Grant also serves as an alderman on the Green Bay City Council and is a commissioned notary. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers a range of proprietary and third-party investment platforms and combines advisory services with broker-dealer product distribution.

Michael Flannery is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with Investment Centers of America since 2015. Flannery also serves as a fiduciary manager at First National Bank & Trust. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Tanessa Klug is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held a position at the Medical College of Wisconsin from 2014 to 2019. Klug serves as President of the Board for the Northeast Wisconsin Technical College Educational Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeremy Bartels is a CFP® professional with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United HealthCare from 2013 to 2017. He is based in Marinette, WI. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Ethan Linstad is a CFP® and holds the Series 66 designation, with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Pharmaceutical Product Development and two universities. Ethan is based in Menominee, Michigan. 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 and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Curtis Kuchenberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include a position at Northwestern Mutual and experience outside of finance at Great North Auto Wash and White's Grocery. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Messer is a financial advisor at Cetera with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Messer has held roles at several firms, including Evolve Financial Advisors and VOYA Financial Advisors. Outside of his advisory work, he is involved in managing insurance agencies and other business ventures. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Dina Loomis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Stephenson National Bank and Trust and LPL Financial. She is also a licensed Wisconsin Notary Public and works as an insurance agent with Stephenson Financial Services. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment strategies.

Alan Dewitt is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Dewitt is also involved with JC Beck Enterprises LLC, advising clients and managing an advisory business in Menominee, Michigan. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Klug is a financial advisor with Edward Jones in Marinette, WI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Pulaski Area Swim Club and a Remote Operations Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Stephen Gustman is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. Prior to joining Cetera in 2021, he worked at Voya Financial Advisors from 2014 to 2021. Outside of his advisory role, he is an independent insurance agent and is involved in managing a healthcare-related holding company and fixed insurance sales. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers across various program structures.

Cynthia Gustafson is a financial advisor with LPL Financial in Iron Mountain, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience, including seven years at Investment Centers of America prior to joining LPL Financial in 2017. Outside of her advisory role, she serves as a trust and investment administrator at First National Trust & Investment Management, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and participant-directed retirement advice, supported by an in-house Research team that constructs model portfolios and provides strategic and tactical investment implementations.

Jody Van Laanen is a financial advisor at Edward Jones in Menominee, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jody worked at Stryker Orthopedics for seven years and Great Lakes Orthopedics (Arthrex) for four years. 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 through a nationwide network of over 23,700 advisors, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Leigh Howell is a financial advisor with Ameriprise in Menominee, MI, holding a Series 66 designation and 15 years of industry experience. Howell has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with a focus on clients maintaining assets in Ameriprise-managed accounts.

Mitchell Banaszak is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2026. Prior to this, his work experience includes roles at Fidelity Investments and Absolute Tree Care. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Kody Klumb is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Cetera and Voya Financial Advisors. In addition to his advisory role, Klumb is involved in insurance sales and service through Marinette Insurance and Fixed Insurance, where he sells life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Justin Oberg is a financial advisor with Edward Jones in Peshtigo, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved in managing a rental property in Peshtigo. Edward Jones is a full-service wealth management firm serving over four million 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 nationwide network of financial advisors and branch offices.

Nicole Ehlert is a financial advisor with Ameriprise in Menominee, MI, holding a Series 66 designation and one year of industry experience. Her prior work history includes positions at CASA, Flagstar Bank, and Wells Fargo. She is a W-2 employee managing an advisory business through JC Beck Enterprise LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Brian Sabel is a Series 66 licensed financial advisor with Edward Jones in Peshtigo, WI, where he has worked since 2018. He has seven years of industry experience, including prior roles at ABC Supply Co Inc and Midwest Moulding and Door Inc. Outside of his financial advisory work, he serves as the Budget and Finance Chairperson for the Peshtigo Area Chamber of Commerce, preparing quarterly and annual reports. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Paul Aftanas is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held roles at Stephenson National Bank & Trust since 2007 and LPL Financial from 2007 to 2021. Outside of advising, he serves as a relationship manager at Stephenson National Bank and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and both discretionary and non-discretionary management approaches.

Jordan Beck is a financial advisor with Ameriprise, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Beck is involved in managing multiple business enterprises related to staffing, compliance, and real estate operations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ian Wetzel is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in various roles including at Outagamie County, Sai Ram Indian Cuisine, and the University of Wisconsin Eau Claire. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brooke Rose is a financial advisor with Ameriprise in Marinette, WI, holding a Series 66 designation and eight years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate personalized recommendations, primarily for clients with assets managed within Ameriprise accounts.

Kyle Klumb is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2021. Outside of advisory work, he is involved in insurance sales and service, including life, health, disability, annuities, and long-term care products through Marinette Insurance and Fixed Insurance with Various Companies. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a range of advisor-managed accounts, model portfolios, and third-party managed solutions.