Steven Johnson is a CFP® professional affiliated with OSAIC, bringing 41 years of industry experience. His career includes long tenures at Woodbury Financial Services and SII Investments, alongside ongoing leadership in accounting and tax preparation through his own firms. Outside of finance, he is active in his community as a high school football referee, baseball coach, and officer in local youth baseball organizations. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment options and platforms supported by firm-provided asset-allocation and risk management tools.

Roxanna Bruss is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera in De Pere, WI. She has been with Cetera and its related entities since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and custodial relationships.

Corbin Keller is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Keller is a majority owner of Packerland Office Center, LLC, where he manages an office building and related property maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Jake Kinziger is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he held various roles including coaching at Wisconsin Legends and positions at UW Madison and Uline. Outside of advisory work, he coaches at Wisconsin Legends. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Amanda Garrison is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julie Mattek is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and eight years of industry experience. She has worked with Thrivent and its affiliates since 2017. Prior to her finance career, Mattek spent over two decades at the Animal Hospital of Ashwaubenon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across multiple areas such as retirement, tax, and estate planning, with ongoing reviews and the option to combine planning with managed-account services under a consolidated billing system.

Jonathan Schweiger is a financial advisor with Edward Jones in Suamico, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is involved in music as a singer and songwriter with Spirit in the Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Jacob Schmahl is a financial advisor with Cetera in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Northwestern Mutual and founded Vero Wealth LLC, a wealth management firm. Schmahl also manages personal accounting and tax filing through his own entity, Schmahl Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting over 10,000 advisors and more than $256 billion in assets under management.

Daniel Loberg is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Voya Financial Advisors and New York Life Insurance. Outside of his advisory work, he was involved with Lumberjack Johnny's for one year. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base from individual investors to institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Vandenelzen is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 2010 and has a long history with Primerica Financial Services dating back to 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while maintaining oversight of investment models and trading implementation.

Daniel Cibula Sr. is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he spent 12 years at INVEST Financial Corporation. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Schultz is a financial advisor with LPL Financial based in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Sii Investments, Inc. from 2013 to 2018. In addition to his advisory role, Schultz acts as a non-variable insurance agent, including involvement with Medicare health plans and various insurance providers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

Chris Thelen is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Fox Communities Credit Union, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. He is currently associated with Fox Communities Credit Union Investment Services in conjunction with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Heather Weller is a CFP® certificant affiliated with RBC Capital Markets, LLC, based in Green Bay, WI, with experience spanning roles at Associated Bank, N.A. and City National Bank. She has been with RBC Capital Markets since 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

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® and ChFC® with six years of industry experience currently associated with LPL Financial. His prior roles include positions at OSAIC, Woodbury Financial Services, C.H. Robinson, and academic appointments at the University of Wisconsin-Green Bay and Saint Louis University. He also operates Lenius Financial Services, a separate business activity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, and access to third-party asset management and institutional platforms.

Michelle Atwell is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Nicolet National Bank and Nicolet Wealth Management. She is also an associate financial advisor at DP380 LLC, providing comprehensive financial planning and money management services. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-based recommendations that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jane Snyder is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and SII Investments. Snyder is also president of Snyder Financial Strategies, Inc., where she provides tax preparation services and sells insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party managers to construct and manage portfolios across various asset classes.

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.