Devin Ziegler is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has held various positions including coaching youth volleyball, where he works with 17-18 year old boys. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning with managed accounts through a consolidated billing option called “WealthPlan.”

James Koetting is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has six years of industry experience. Prior to joining Raymond James, he worked at Strategic Financial Group and Ameriprise Financial Services. Outside of his advisory role, Koetting serves on the boards of MHO, Inc., a charitable organization, and Ashwaubenon Youth Baseball, where he is involved in organizing tournaments, and also works as an event hall bartender. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and promotes implementation through various advisory programs, supporting a broad network of advisors and affiliated firms.

Jason Puyleart is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Fox Valley Golf Club and CONNECT, powered by American Family Insurance. Outside of advising, he owns Bones Indoor Golf, a retail business in De Pere, WI. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored retirement income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Brian Hermes is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Tax Management Services Inc. In addition to his advisory role, Hermes provides tax preparation, life and health insurance, and financial planning through his sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers.

Karli Salscheider is a financial advisor with LPL Financial based in Green Bay, WI. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at BMO Bank NA and BMO Harris Bank, as well as positions in the nutrition sector with Spark Nutrition and Herbalife. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a range of investment strategies.

Carey Somerville is a financial advisor with Ameriprise in De Pere, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Somerville is involved in business ownership through CS Enterprises and participates as a member of Tambourine Operational Support LLC, a pass-through entity related to his Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Steven Benzschawel is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes 13 years at Associated Investment Services, Inc. He is also an owner of a rental property in Shawano, Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management, financial planning, and brokerage services.

Owen Johnson is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to his current role, he worked briefly at RBC Wealth Management and was involved with D&M Interiors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Kenneth Wirtz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 34 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is an insurance broker with Alpha Financial Solutions, LLC. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring financial planning as ongoing, collaborative relationships using firm-approved analytical tools.

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 27 years with Equitable Advisors and 21 years with Axa Advisors, Llc. He also operates a family trust under the DBA NexStep Financial Group LLC. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Anthony Groeschl is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ServPro, Waterstone Mortgage, and Inland Flexo LLC. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Luke Neubauer is a financial advisor with OSAIC Wealth Inc. based in Green Bay, WI. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at LPL Financial, Premier Community Bank, and OneAmerica Securities. OSAIC Wealth Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides brokerage and investment advisory services utilizing firm-provided asset-allocation tools, third-party managers, and offers both discretionary and non-discretionary portfolio management.

Scott Hemauer is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of directors for Definitely De Pere, a community organization in De Pere, WI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Harrison is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He previously worked at RBS Securities Inc. for 14 years and was self-employed for three years. Outside of his advisory role, he is a passive investor in Affix Music LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, integrating both in-house and third-party investment managers to implement customized strategies.

Mark Capomaccio is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and City National Bank. Outside of his advisory work, he is involved in several private business ventures, including ownership in LLCs related to aircraft management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through discretionary and non-discretionary programs that utilize both in-house and third-party investment managers.

Amanda Denny is a Series 66-licensed financial advisor with Ameriprise in Seymour, WI, with 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jonathon Dretzka is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. He is based in Green Bay, WI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of modeling, research, and algorithmic automation to support its advisory approach.

Lindsay Sorenson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked for over a decade at Hotchandani Laser Vein & Cosmetic Surgery and has also operated a part-time housekeeping business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Bethany Bouche is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and five years of industry experience. She has worked concurrently at BayCare Health Systems and Primerica Financial Services since 2018, following six years at Shopko Stores Operating Co., LLC. Primerica Advisors is a large-scale institution serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm provides advisory services through a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and offers a range of portfolio approaches including strategic, tactical, and tax-managed models.

Cole Milton is a financial advisor at Edward Jones in De Pere, Wisconsin, holding a Series 66 designation with two years of industry experience. He has been with Edward Jones since 2023 and has prior experience working part-time as a server at Wild Tomato Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, overseeing approximately $1.01 trillion in assets under management.