Jeffrey Jahnke is a CFP® with 25 years of industry experience, currently serving at Harbour Investments, Inc. since 2018. Prior to that, he worked for 16 years at Woodbury Financial Services. Outside of his advisory role, Jahnke is involved in a coffee shop and tap house business in Sturgeon Bay, where he acts as the financial backer and business consultant. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to build customized strategies and offers both discretionary and non-discretionary portfolio management.

Jack Keller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Blahnik Investment Group. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with oversight from an Investment Strategy Committee.

William Maples is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Lido Advisors, Pegasus Partners, Raymond James, and the Wisconsin Department of Revenue. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment management solutions.

Richard Price is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held positions at Price Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he owns a business brokering non-registered insurance products and serves as a referee for the Door County Men’s Over 30 Basketball League. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

William Kletzien is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2007. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Danny Hanson II is a CFP® professional with 11 years of experience in the financial services industry. He is currently with RBC Capital Markets, where he has worked since 2018, including prior roles at Private Client Services, Nicolet Advisory Services, SII Investments, Nicolet National Bank, and LPL Financial. Hanson serves on the boards of DOOR CANcer, Inc., a nonprofit organization, and the Sturgeon Bay Youth Baseball Program. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers customizable investment programs and integrates in-house and third-party investment managers, with options for tax management and responsible investing.

Nancy Lake is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 37 years of industry experience. She has worked at RBC Capital Markets and its predecessor firm since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Brian Hartl is a financial advisor with Thrivent Investment Management in Sturgeon Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Thrivent Financial, Nicolet Wealth Management, LPL Financial, and Baylake Bank. 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 financial analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while planning and portfolio management remain separate.

Carrie Schilz is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Wisconsin. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Eleanor Dean is a CFP® professional with 50 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Woodbury Financial Services and SagePoint Financial Advisors. Dean also serves as president of Dean Financial Planning Solutions, a sole proprietorship offering financial and investment advice. 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 combines risk-tolerance assessments with asset-allocation software and portfolio optimization tools, offering a broad range of investment options and advisory programs through a large network of financial advisers.

Chris Crain is a financial advisor with Wells Fargo Advisors in Sturgeon Bay, WI, holding a Series 63 designation and over 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he is involved in a financial consulting business, CCPK Investment Consulting, LLC, where he holds a 40% ownership stake. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

William Kletzien is a financial advisor with Robert Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1983. Kletzien is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering a range of investment strategies from traditional to more complex approaches.

Teresa Bray is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding the ChFC® designation and Series 63 and 66 licenses. She has 34 years of industry experience and has been with Robert W. Baird & Co. for 20 years. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Alison Walker is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 24 years of industry experience. She has worked with multiple firms, including City National Bank and Nicolet Wealth Management, and currently serves in Sturgeon Bay, Wisconsin. Outside of her advisory role, she is Treasurer of the Door County Maritime Museum and serves on the Board of Directors for the Weidner Center performing arts organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services supported by a combination of in-house and third-party investment managers.

Michael Stephani is a financial advisor with Raymond James Financial in Sturgeon Bay, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Lighthouse Wealth Advisory Group, Cape Financial Group, and Stephani Wealth Management. Outside of his advisory work, he serves on the Sturgeon Bay School Board and plays in a local musical group called The Deep End during the summer. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and supported by extensive research and multiple implementation options.

Bennett Fletcher is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Securities and Chase Bank. Outside of his advisory work, Bennett serves on the board of directors for a family cattle company in North Platte, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Eric Nelson is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.

Laura Murray is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird & Co. since 2000. Outside of her advisory role, she serves as Vice President and Finance Committee member on the Board of Directors for the Dane County Humane Society. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including separately managed accounts and overlay services.

Spencer Feivor is a financial advisor with Edward Jones in Sturgeon Bay, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he held positions at various organizations including Whitewater Textbook Rental, Pioneer Metal Finishing LLC, and Oneida Golf & Country Club. 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 supported by a large national network of advisors and branch offices.

Steven Abrahamson is a financial advisor with RBC Capital Markets in Sturgeon Bay, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2009. Abrahamson serves on the boards of the Door County YMCA and the Door County Memorial Hospital Foundation, where he holds the role of Treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering customized portfolio management and financial planning through a range of advisory programs.

Peter Kobin is a financial advisor with Wells Fargo Advisors in Sturgeon Bay, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and is also a 30% owner of CCPK Investment Consulting, LLC, an investment-related business based in Cedarburg, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, offering planning services that cover diverse areas such as retirement, education, risk, and wealth transfer.

Randall Rubens is a financial advisor with RBC Capital Markets in Sturgeon Bay, WI, holding Series 63 and Series 66 credentials and having 37 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory work, he provides investment reviews and consultation for the advisory committee of St. Joseph's Educational Endowment Trust and serves on the board of directors for St. John Bosco Catholic School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

David Harris is a financial advisor with RBC Capital Markets based in Sturgeon Bay, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory work, Harris is involved in several marine-related businesses and nonprofit organizations, including ownership of Atlas Marine and 1000 Island Airboats, LLC, board membership at Chambers Island Marina Co. LLC, service on the Fish Creek Harbor Commission, and volunteer work as a firefighter with Gibraltar Fire and Rescue. He also serves on the board of the Door County Land Trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension and profit-sharing plans, corporations, and charities. The firm offers a range of advisory programs with tailored investment strategies and integrates capabilities across capital markets and asset management affiliates.

Craig Darling is a financial advisor with Robert W. Baird & Co. in Sturgeon Bay, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, Darling serves on the finance committee for St. Matthew's Church and School, is a board member and treasurer of the NDA Foundation, and participates on the investment committee for The Premonstratensian Fathers. He is part of the DDK Group at Robert W. Baird, which offers tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management solutions, combining in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Tara Pierre is a financial advisor at Edward Jones in Sturgeon Bay, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a member of Pierre LLC, a commercial building entity managed by her husband. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ross Schmelzer is a financial advisor with LPL Financial in Sturgeon Bay, WI, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Woodbury Financial Services, Inc. for 24 years and at OSAIC for one year. Outside of his advisory role, he operates Ross Wealth Management and serves as a notary. 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 wide network of investment adviser representatives.

Charles St Henry is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he owns and operates GnarTech LLC, an online business renting high-end electronic bicycle devices nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning on topics such as retirement, taxes, estate, and business continuation without managing client portfolios directly.