Rick Groeschl is a financial advisor with Ameriprise in Depere, WI, holding a Series 63 designation and 37 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is president of several businesses related to health insurance solutions, tax preparation, and continuity planning. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Macgrath is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Osaic in 2024, Macgrath worked at Woodbury Financial Services Inc. for seven years and SII Investments, Inc. for six years. He is also president of Private Wealth Management Group, an LLC focused on comprehensive special needs planning for families with individuals who have a disability. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio construction tools and access to third-party money managers.

Alisa Lamal is a CFP® and Series 66-registered financial advisor with two years of industry experience. She is currently with Cetera and also serves as a financial professional at Kadletz Wealth Management. In addition to her advisory work, she holds a notary public commission. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Maximilian Roth is a financial advisor at Ameriprise with 49 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 1977. Outside of advising, he serves on the board of directors for Woodside and participates in finance committees for local community organizations and a family business consulting on concession planning. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides annual financial planning and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Natalie Rebman is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. She also has experience working with Jupiter Christian School and a private advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

James Hayes is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kyle Santos is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and one year of industry experience. He serves as an assistant defensive coach for linebackers at St. Norbert College football and works as a performance coach focused on strength, speed, and conditioning through ETS Performance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Donald Murray is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Edward Jones in Green Bay, WI since 2009. 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 and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Kassie Soulek is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Soulek is also a sales representative for Guardian Life, specializing in Funeral Trusts as part of estate planning. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs advanced asset-allocation tools and supports a variety of managed account solutions, with a platform built from multiple mergers and extensive third-party partnerships.

Derek Johnson is a financial advisor at Ameriprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities before joining Ameriprise. Outside of his advisory role, he manages a separate advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Luke Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked in various roles including property services and university housing before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Scott Webster is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SagePoint Financial Advisors and Edward Jones. Outside of his advisory role, Webster is involved with SA Webster Financial Services SC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Henry Koehne III is a CFP® professional with 18 years of industry experience, currently serving at Cetera since 2021. He previously worked at VOYA Financial Advisors for seven years and also operates Koehne Accounting & Tax Solutions, providing tax and accounting services. Additionally, he is involved in wetlands preservation and farmland rentals through related family entities. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide. It offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients, with a multi-manager platform that includes both affiliated and third-party investment options.

Lee Schram is a Series 66-licensed financial advisor with Edward Jones in Suamico, WI. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Charlie Rotherham is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Elite Group and Nicolet Wealth Management and spent time in education. Outside of his advisory role, he serves on the finance committee for the CP Center and holds a minority partnership in The Elite Group, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Evan Watzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Raymond James Financial Services and Belmark Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Diestler is a CFP® professional with 35 years of industry experience, currently with Ameriprise since 2005. Based in Green Bay, WI, Diestler has held roles at Ameriprise Financial Services, Inc. and Ameriprise, focusing on financial advisory services. Outside of advising, Diestler is involved in business ownership related to executive suites through KC Capital Ventures, LLC. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that integrates research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jerrad Radocay is a Series 66-licensed financial advisor with Thrivent Investment Management in Green Bay, WI, where he has worked since 2018. He has seven years of industry experience and previously held roles with the Green Bay Packers and the Wisconsin Timber Rattlers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed accounts and emphasizes holistic analysis without discretionary trading authority for its planning service.

Adam Katch is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Private Client Services, and SII Investments, Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Maxwell Gallagher is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families navigate complex financial decisions. He works closely with clients to understand their priorities and develop strategies that address short-, mid-, and long-term goals. Maxwell provides guidance on a range of financial matters including investing, retirement planning, tax minimization, and retirement income, and can connect clients with Bank of America specialists for additional banking and financing solutions. Maxwell holds a Bachelor's Degree from Marquette University and is a Personal Investment Advisor (PIA). He is a member of the Greater Green Bay Chamber and serves on the board of the New Leaf Prep Academy. Outside of his professional work, Maxwell enjoys boating, fishing, football, golfing, hunting, ice hockey, music, photography, woodworking, and spending time with his family.