Ryan Spiering is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. He previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory role, he serves as CEO and board leader of Kaukauna Kinder Haus, a nonprofit daycare center, and is a board member of the Green Bay Duck Hunters Association. 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 offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Eric Pelnar is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Sii Investments. Outside of advisory work, he serves as a board member of the Estate Planning Council of Northeast Wisconsin, where he assists with continuing education and event organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms and legacy programs.

Katrina Mleziva is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of advisory work, she is employed at ZK Financial Group LLC, where she assists with client inquiries and onboarding. 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 investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public finance through a unique affiliation with a municipal advisor.

Lyndsey Doro is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She currently holds associate and advisor trainee roles at Cape Wealth Advisors LLC and Lake Edge Wealth Advisors LLC. Her prior experience includes various roles at Raymond James Financial Services Advisors, Inc., and Cape Financial Group. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports specialized municipal and public-finance work as well as SIMPLE IRA employer advisory programs.

Stacie Rosera is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery processes and firm-approved planning tools, serving a broad range of client needs through both direct and employer-sponsored arrangements.

Susan Mcdougal is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, following five years at Wells Fargo Clearing and another five years at Wells Fargo Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement planning with written Recommendation Reports and ongoing advice based on proprietary research and third-party data. The firm’s approach includes restrictive enrollment criteria and integrates assets managed within Ameriprise’s affiliated product ecosystem.

Ross Farley is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at C.H. Robinson for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Zachary Gilson is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at U.S. Bancorp Investments, Inc., Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He serves on the Board of Directors for the Willie D. Davis Finance & Investment Laboratory Advisory Board at the University of Wisconsin - Green Bay and works as a group fitness trainer outside of his advisory role. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with significant investable assets through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Cade Milton is a financial advisor at Edward Jones in De Pere, WI, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he has worked in various roles including positions at the Wisconsin State Capitol and several educational and service industry employers. Edward Jones is a full-service wealth management firm serving more than 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.

Kathy Noll is a financial advisor at Morgan Stanley with 27 years of industry experience. Her career includes roles at Robert W. Baird, BMO Harris Financial Advisors, and M&I Brokerage Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Molly Carlson is a financial advisor at RBC Capital Markets with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining RBC Capital Markets, she worked at City National Bank and Associated Trust Company, NA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Julie Coppersmith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with Thrivent since 2014. Outside of her financial advising role, she serves as an ambassador for the De Pere Chamber of Commerce, participating in community events and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across various planning topics. The firm offers planning and managed-account services separately, with periodic reviews and no discretionary trading authority for the Dedicated Planning Service.

Joshua Smith is a CFP®-certified financial advisor at RBC Capital Markets with 15 years of industry experience. He has previously worked at Associated Trust Company and Associated Investment Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Pamela Schott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 18 years of industry experience. She has been affiliated with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she is a Mary Kay consultant primarily for personal use of products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across a broad range of financial topics, allowing clients to combine planning with managed-account programs while maintaining separate planning and investment services.

Daniel Taicher is a financial advisor at Equitable Advisors with 14 years of industry experience. He has worked at Equitable Advisors since 2012 and was previously associated with Axa Advisors. Outside of his advisory role, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

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.

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 with Morgan Stanley in Green Bay, Wisconsin, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with 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 Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and investment research.