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.

Ted Matuszak is a financial advisor with LPL Financial in Pulaski, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Denmark State Bank. Outside of advising, he has worked as an Uber driver on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jill Bobinski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked at firms including SII Investments, Nicolet Advisory Services, and Private Client Services. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a range of investment strategies and discretionary management options.

Kari Van Lanen is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 63 designation and 20 years of industry experience. She has been with Robert W. Baird since 2009. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

James Puissant is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at HKA Global and The Kenrich Group. Puissant serves as a finance committee member for The First Tee of Northeast Wisconsin. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate and business clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct indexing supported by internal research and technology.

Kyle Laubenstein is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple investment strategies.

Daniel Glinski is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2007, with a brief period of unemployment from 2021 to 2022. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a process supported by algorithmic automation and oversight, primarily serving clients with assets in Ameriprise-managed accounts.

Timothy Benes is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Randy West Jr. is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at JJB Hilliard W.L. Lyons LLC and Edward Jones. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Adam Wetli is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 credential and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Gregory Cissell is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Caterpillar and service in the US Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Matthew Mc Kelvey is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Premier Community Bank. Mc Kelvey also serves as a notary in an investment-related capacity. 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, financial planning services, and investment management solutions supported by proprietary research and third-party resources.

Jayme McMahon is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Amy Komis is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2019, with prior roles at Cuso Financial Services and Community First Credit Union. Komis is also associated with BMO Harris Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

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.

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.

Karen De Baker is a CFP®-certified financial advisor with 11 years of industry experience, currently with Ameriprise since 2024. She previously worked at Raymond James Financial Services and Edward Jones. Outside of advising, she is co-owner of Knotted Chain, LLC, a retail business in Suamico, WI. Ameriprise offers retirement-income planning services tailored to clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

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.