Derek Bohm is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a council member for The Salvation Army of Greater Green Bay, assisting with fundraising initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide comprehensive portfolio management and financial planning services.

John Kadletz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and owns Kadletz Wealth Management, LLC, which he has operated since 2012. Outside of advisory work, he owns Full Throttle Development, LLC, a real estate business, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures, supported by over $256 billion in assets under management.

Brett Thom is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is the registered agent for Thom Northern Nest, LLC, an LLC related to condo ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by specialized committees.

Matthew Mc Kelvey is a financial advisor with LPL Financial holding a Series 66 designation and 8 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Premier Community Bank. He also serves as a notary in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with account management by investment adviser representatives who use a variety of investment strategies.

Cheryl Le Mere is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she serves on the investment committee board for the Girl Scouts of the Northwestern Great Lakes and is a finance council member at St Joseph Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Schutte is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He previously worked at BMO Harris Financial Advisors and LPL Financial. Outside of his advisory role, he serves on the board of the Fox Valley Veterans Council and volunteers with the Kaukauna Youth Baseball League. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions and employs firm-provided asset-allocation tools and third-party platforms to construct portfolios tailored to client risk profiles.

Robert O’Brien is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Mark Hilgendorf is a CFA® charterholder with 16 years of industry experience, currently with RBC Capital Markets. He has previously worked at Associated Trust Company and Kellogg Asset Management. Hilgendorf serves on the finance committee of the Community Foundation of North Central Wisconsin, advising on the investment account of the $90 million foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes both in-house and third-party managers and offers a range of programs to meet various advisory risk profiles.

Mackenze Hayes is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, American Foods Group, and several other employers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Derek Schanhofer is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2012. His background includes roles within Ameriprise Financial Services, Inc. He is involved in independent insurance brokering and holds board positions with MHO, Inc. and LALPOA. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Zuehlke is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has managed and operated the Zuehlke Karcz Financial Group since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients, employing tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm also offers specialized programs including wrap-fee advisory services and municipal advisory support.

Christopher Kwilinski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Kwilinski has been with various Raymond James entities since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced modeling tools, while also supporting municipal finance through a unique affiliation with a municipal advisor.

Charles Nickel is a financial advisor with Merrill in Green Bay, WI, holding a Series 66 designation and 27 years of industry experience. He has worked at Merrill since 1998 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a general partner and managing member of JC Land Development LLC, a personal storage rental business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Kelly Eisch is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. She is co-owner of DP380 LLC, through which she manages her Ameriprise advisory business. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on identifying and matching client goals with appropriate financial strategies and conducts due diligence on the team's investment strategies and portfolios. Justus has been recognized as a member of the RH Group Wealth Management team's inclusion in the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. He began his career in the financial services industry in 2003 as an Investment Analyst specializing in corporate bonds at a Fortune 100 company. Justus earned the Chartered Financial Analyst® (CFA®) designation in 2006 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of his professional career, Justus serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. He enjoys spending time with his wife, Katie, and their two sons, Xavier and Ethan, including weekends in Door County, traveling, and supporting the Packers. His personal interests also include cooking, football, music, and reading.

Grace Honnef is a Series 66-licensed financial advisor with J.P. Morgan Securities in Green Bay, Wisconsin, with 15 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in investment recommendations.

Cassandra Rentmeester is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise in various roles since 2017 and previously worked at Aspirus Keweenaw Hospital. Outside of advising, she manages a tax preparation business and is involved with a health insurance solutions company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides personalized retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Bobbi Sue Smits is a financial advisor at Edward Jones in De Pere, WI, holding a Series 66 credential with 22 years of industry experience. She has worked exclusively at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Tami Pelischek is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018, prior to which she worked in retail at Mattress Firm. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice. The firm’s retirement income approach utilizes proprietary analysis and third-party data to guide asset allocation and withdrawal strategies within a defined investment framework.

Keith Neumann is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,100 branch offices.