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.

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.

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.

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.

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.

Jay Kramer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Bank Mutual and LPL Financial. Outside of advisory work, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, and retirement solutions. The firm combines advisor-managed accounts, model portfolios, and third-party solutions with a distinctive mix of retirement and fiduciary services alongside its institutional and trust capabilities.

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.

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.

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.