Preston Stary is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton and Associated Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through comprehensive financial planning, portfolio management, and custody services. The firm uses a combination of manager-traded and model-traded strategies, tax-management tools, and ongoing internal research to support client advice.

Mark Zurowski is a Series 66 licensed financial advisor at Edward Jones in Green Bay, WI, with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Grace Community Church and Heritage Beam and Board. Zurowski also owns a commercial real estate business focused on leasing a dual financial advisor office in Green Bay. 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 through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Richard Murray is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and operates a seasonal Christmas tree farming business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Arett is a Series 66 registered financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A., and a period outside the financial industry with Lizer Landscape. He also has a background involving time at the University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Heather Karcz is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her own entities, including Zuehlke Karcz Financial Group and ZK Financial Group LLC, since 2015. Karcz serves on the boards of several nonprofit organizations, including Capital Credit Union and the University of Wisconsin Green Bay Foundation, where she holds financial oversight roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning using analytical tools and supports its municipal and public finance work through a unique municipal advisor affiliation.

Kimberly Helmila is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and 16 years of industry experience. She previously worked at Invest Financial Corporation for 10 years and has been associated with Johnson Investment Services for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both in-house and third-party sources.

Ryan Meyer is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent 12 years at Kimberly-Clark Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Stefan Morse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Stainton's. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Shawn Gehm is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Steven Johnson is a CFP® professional affiliated with OSAIC, bringing 41 years of industry experience. His career includes long tenures at Woodbury Financial Services and SII Investments, alongside ongoing leadership in accounting and tax preparation through his own firms. Outside of finance, he is active in his community as a high school football referee, baseball coach, and officer in local youth baseball organizations. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment options and platforms supported by firm-provided asset-allocation and risk management tools.

Selese Anderson is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, Anderson worked at KForce, Inc. and Ameriprise Financial Services, Inc. among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support diversified investment strategies.

Jake Kinziger is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he held various roles including coaching at Wisconsin Legends and positions at UW Madison and Uline. Outside of advisory work, he coaches at Wisconsin Legends. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Jonathan Schweiger is a financial advisor with Edward Jones in Suamico, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is involved in music as a singer and songwriter with Spirit in the Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Jacob Schmahl is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has operated Schmahl Financial Group since 2012. Schmahl is the founder and owner of Vero Wealth LLC, a wealth management firm. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodians.

Daniel Loberg is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Voya Financial Advisors and New York Life Insurance. Outside of his advisory work, he was involved with Lumberjack Johnny's for one year. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base from individual investors to institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Vandenelzen is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 2010 and has a long history with Primerica Financial Services dating back to 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while maintaining oversight of investment models and trading implementation.

Jenifer Zobro is a financial advisor at Edward Jones in Hobart, WI, holding a Series 66 designation with one year of industry experience. Her background includes roles in dental care and health services, as well as self-employment with NuSkin Health & Beauty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 advisors.

Daniel Cibula Sr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following 12 years at INVEST Financial Corporation. Outside his advisory role, he is involved with Johnson Insurance, LLC, focusing on non-variable insurance products such as long-term care, life insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Schultz is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Sii Investments, Inc. from 2013 to 2018. Schultz is also active as an independent agent in non-variable insurance, including Medicare health plans and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Chris Thelen is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and Fox Communities Credit Union, where he is currently engaged. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from various sources, providing both discretionary and non-discretionary management options.