Jack Paulson is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Paulson also spent seven years involved with Reflections Interiors. 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 asset management services, utilizing strategic and tactical investment approaches supported by proprietary research and technology tools.

Evan Friendshuh is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Plante Moran and spent four years at the University of Wisconsin - Madison, along with fourteen years at the Howard Suamico School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

William La Belle is a financial advisor with Edward Jones in Green Bay, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2006 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. Outside of his advisory role, he is a partner in Nexstep Financial Group LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of proprietary and third-party investment solutions.

Heidi Harms is a financial advisor with Merrill in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Wetzel is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at Associated Bank for over three decades and has managed a distribution business for regional grocery stores. Wetzel is also involved with the Shawano County Chamber of Commerce as a committee member. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment needs.

Joseph Bemis is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 13 years with Associated Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Kelly Eichman is a financial advisor at Ameriprise with 21 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Eichman holds a Series 66 designation and is based in Neenah, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Michael Winter is a CFP®-designated financial advisor with Edward Jones in De Pere, WI, where he has worked since 2018. He has eight years of industry experience, including prior roles at Associated Bank and as a security screener for Packerland Aviation LLC, where he assisted with airline security screening for NFL players departing from Lambeau Field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm operates a nationwide network of advisors and branches and offers fiduciary services alongside capabilities such as trust administration and securities-based lending.

Paul Culbertson is a financial advisor with LPL Financial in De Pere, WI, holding a Series 63 designation and 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with SII Investments, Inc. and eight years with Packerland Brokerage Services, Inc. Culbertson is also an agent offering fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with a focus on both discretionary and non-discretionary strategies supported by various advisor tools.

Trevor Zellmer is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones, Zellmer worked at Associated Investment Services, Inc. and Midwest Professional Planners, Ltd, and he also has experience outside finance in the trucking industry. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Boyd Seidler is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and 27 years of industry experience. His background includes over two decades at Waddell & Reed, Inc. and various insurance carriers, as well as operating a tax preparation business from 2019 to 2021. 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 portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Paul Bartolazzi is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management affiliate since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Daniel Holl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 29 years of industry experience. Holl has operated his own financial planning and support companies since 2013 and has been affiliated with Raymond James since 2008. Outside of advising, he is a partner in a rental real estate venture in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a non-discretionary approach tailored to client goals and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Katelyn Smith is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill, Associated Bank, and Merrill Lynch. Outside of her advisory role, she serves on the Executive Planning Committee for the American Cancer Society’s Coaches vs. Cancer Gala event at Lambeau Field. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that include portfolio management, financial planning, and brokerage services. The firm leverages a mix of in-house and third-party investment managers and offers tailored strategies based on each client's Advisory Risk Profile.

Cheryl Tibbs is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Philip Mattek is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch Pierce, Fenner & Smith. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lisa Knutson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She previously worked at J.P. Morgan Securities for 10 years and has been with both RBC Capital Markets and City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Janine Amundson is a financial advisor with Thrivent Investment Management in De Pere, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and The OC. Outside of her advisory work, she is an artist who creates and sells paintings under the name Janine Amundson - Hand Crafted by J and works as a bartender and server at Cherry Hills Golf & Lodge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm delivers holistic analyses and written recommendations across various planning areas through a large network of advisors.

Dustin Soulek is a Series 66-licensed financial advisor at OSAIC with 15 years of industry experience. He previously worked at Woodbury Financial Services and Green Bay Packaging, among other roles. Outside of his advisory work, he holds an administrative position with KAS Investment Services, Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using firm-provided asset-allocation tools and access to third-party money managers and wrap programs.