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.

Scott Burnoski is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has 12 years of industry experience, with prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and Starz Academy. Burnoski also serves as a varsity wide receivers football coach at Preble High School in Green Bay, WI. 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 financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Craig is a CFP® professional with 23 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at Commonwealth Financial Network, Wintrust Investments, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is involved with Financial Consulting Services, Inc., a non-investment-related business based in Green Bay, WI. 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 offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Karl Casper is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Casper is involved in sales of home security and automation products through affiliated companies and owns KLC Associates Inc., which serves Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating portfolio implementation to BNY Mellon Advisors.

Eric Gohr is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2021. Outside of his advisory role, he is a part owner of Gohr Dairy LLC, a dairy farm in Krakow, WI, where he is actively involved. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Danielle Czarapata is a Series 63-licensed financial advisor at Ameriprise in Green Bay, WI, with 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is employed at Tambourine Operational Support LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by dedicated committees.

Jack Ritchay is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Baird since 2022. His prior experience includes roles at RSM US LLP, Schreiber Foods, Schneider National, and the University of St. Thomas. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers, and provides a mix of traditional and complex investment strategies alongside municipal advisory and public finance services.

Nicole Krusic is a Series 66-licensed financial advisor at Raymond James Financial with four years of industry experience. She previously worked for Commonwealth Financial Network for six years and operated a wedding business for three years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Shawn Ropson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan in various capacities since 2008, including roles at JPMorgan Chase Bank and REMAX Alliance Group. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Russell Olson is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for 13 years. Olson is also the owner of Financial Consulting Services, Inc., a non-investment-related advisory business based in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm specializes in non-discretionary planning using analytical tools and supports a broad client base, including pension plans, corporations, and charitable organizations.

Brian Amundson is a financial advisor at Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses with 13 years of industry experience. He worked at Thrivent Financial and Thrivent Investment Management Inc. for seven years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Kevin Baranczyk is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, LPL Financial, and BMO Harris Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that incorporates firm-approved tools and scenario modeling.

Melanie Graff is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. She is currently with Morgan Stanley in Green Bay, WI, having held roles at Morgan Stanley Private Bank and Fidelity Brokerage Services, with a decade at Transamerica prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets and employing structured planning tools to support client goals.

Lorri Cisler is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. Incorporated since 2012 and holds a Series 66 designation. She 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 services, including financial planning and discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nancy Loberger is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 63 designation and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer for the Green Bay Exchange Club, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Ryan Freitag is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2010, based in Green Bay, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Melissa Barry is a Series 66 registered advisor with Robert W. Baird & Co., bringing 21 years of industry experience. She has been with Robert W. Baird & Co. for most of her career, with a brief tenure at Schaper, Benz & Wise Investment Counsel, Inc. from 2023 to 2024. Baird’s DDK Group, where Barry works, is part of the Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies supported by internal research and investment tools.

Christopher Clark is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

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.