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.

Jason Wilke is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at City National Bank, Associated Investment Services, Inc., and Associated Trust Company. He serves on the board of the Greater Green Bay YMCA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and provides options such as tax management and responsible investing screens.

Ethan Hoops is a financial advisor with Wells Fargo Clearing in Green Bay, WI. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2025. Prior to his current role, he worked at the University of Wisconsin Eau Claire and the De Pere School District. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.

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.

Amanda Garrison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at LPL Financial since 2021 and has held positions at BMO Bank NA and Wells Fargo in previous years. Garrison is also involved as a Premier Banker at BMO Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Julie Mattek is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and eight years of industry experience. She has worked with Thrivent and its affiliates since 2017. Prior to her finance career, Mattek spent over two decades at the Animal Hospital of Ashwaubenon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across multiple areas such as retirement, tax, and estate planning, with ongoing reviews and the option to combine planning with managed-account services under a consolidated billing system.

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.

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.

Heather Weller is a CFP® certificant affiliated with RBC Capital Markets, LLC, based in Green Bay, WI, with experience spanning roles at Associated Bank, N.A. and City National Bank. She has been with RBC Capital Markets since 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Thomas Peebles is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Brady Lenius is a CFP®, ChFC®, and Series 66 licensed financial advisor with five years of industry experience. He is currently with LPL Financial and has worked previously at OSAIC, Woodbury Financial Services, and C.H. Robinson. He also operates Lenius Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Michelle Atwell is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Nicolet National Bank and Nicolet Wealth Management. She is also an associate financial advisor at DP380 LLC, providing comprehensive financial planning and money management services. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-based recommendations that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.