Ronald Blasczyk is a financial advisor with RB Investment Management Inc. in Little Suamico, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. Prior to founding RB Investment Management in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Advisors for a combined 11 years. RB Investment Management Inc. provides discretionary asset management and standalone financial planning services to individuals and trusts, managing approximately $11.5 million for about two dozen clients. The firm offers customized portfolios using a range of asset allocation strategies and employs multiple analysis methods while assisting clients with selecting and monitoring third-party money managers.

Steven Westenberg is a financial advisor at Packerland Brokerage Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 1995. Outside of advising, he serves on Packerland Brokerage’s Board of Directors. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of account management options and manages approximately $909 million in client assets.

Steven Effert is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Trustmont in 2020, he worked at Securities Service Network, Inc. and Sii Investments. Effert serves as treasurer for the nonprofit N.E.W. New Near North Club, Inc., which supports natural resource protection through outdoor activities. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Jeffrey Just is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services for 15 years. He is also the owner of J Just Investments, an insurance sales and service business. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of financial programs and access to multiple custodial platforms.

Matthew Heling is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He has roles as a volleyball official for the School District of Bonduel and as a referee for Wolf River Lutheran High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Candice Baumler is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2001. Outside of advising, she is involved in local business ventures including co-ownership of a restaurant and bar in Green Bay, Wisconsin, and serves as an assistant volleyball coach for a youth club. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver tailored, research-driven retirement income recommendations.