Daniel Taicher is a financial advisor with Equitable Advisors in De Pere, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Outside of advising, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage services tailored to client goals and risk tolerance.

Anthony Tremblay is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise Financial and managing Mackinaws Grill and Spirits. He is also associated with Laura Mossakowski, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, supported by research and model portfolios.

Leonard Stadtmueller is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wealth Plan and Harbour Investments from 2015 to 2022. Outside of his advisory role, Leonard serves on the Board of Directors for St. Francis Xavier Parish and is a trustee of the Dufek Charitable Foundation. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written retirement income recommendations through a centralized consulting team.

Mark Kanyanta is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2020, he worked at BMO Harris Financial Advisors and several other firms. He is also involved with Black Diamond Enterprises as an associate advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Cullen Johnson is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2026, he worked at Northwestern Mutual in various roles from 2017 through 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Christopher Kruck is a financial advisor with Ameriprise in Sturgeon Bay, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is involved in managing a real estate business through ownership of Door Peninsula Rental LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in collaboration with its financial advisors.

Jeanne Wolf is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. She previously worked at SagePoint Financial from 2014 to 2023. Wolf serves on the advisory board of Mission Guides International, an organization that supports Christian mission trips domestically and abroad. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and multiple platforms.

Patrick Loritz is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial and BMO Financial Group. He is also affiliated with Tenacity Advisory Group, where he shares best practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jon Bartol is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Traunik, Michigan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial planning solutions.

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.

Thomas Wedige is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Wedige serves as a College Board Trustee and chairs the Finance, Investment, and Audit Committee at the College of Saint Scholastica. He is also an owner or partner in several business ventures, including Voyageur Financial Group, LLC, and Voyajones, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on documented client goals, risk tolerance, and time horizon.

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.

Richard Stockheimer is a financial advisor with Equitable Advisors in De Pere, WI, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He previously worked for The O.N. Equity Sales Company for 22 years before joining Equitable Advisors. Outside of his advisory role, he owns Alpha Asset Strategies, LLC, which supports staff payroll operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Mary Wubker is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Based in Green Bay, WI, she serves clients through one of the largest institutions in the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with a range of strategic and tactical asset allocation options.

Anthony Naniot is a Series 66-licensed financial advisor at Edward Jones in De Pere, Wisconsin, with 13 years of industry experience. He has been with Edward Jones since 2013. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

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.