Ian Hayward is a financial advisor at Carson Wealth with a Series 65 designation and experience spanning several roles in the financial and banking sectors since 2017. His prior work includes positions at Heritage Financial Partners, Fortifi Bank, Bank of the West, and Farmers & Merchants State Bank. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and roughly $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Madeline Baranczyk is a CFP® and Series 65-registered advisor at Creative Planning with seven years of industry experience. She previously worked at Wipfli Financial Advisors and Pillar Financial Advisors. Baranczyk serves on the investment committee for the Bay Lakes Council Boy Scouts of America. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting.

Sean Liedtky is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise from 2021 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Bernard Van Eperen is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at LPL Financial and SII Investments, Inc. He is also a co-owner and financial advisor at New Wall Street LLC, where he utilizes insurance products as part of his client services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

Kimberly Dewane is a CFP® professional with six years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Associated Trust Company. Dewane serves as a board member and finance committee member for YWCA Greater Green Bay. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices.

Ethan Kappers is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he worked in various capacities at Bankers Life Securities, Bankers Life and Casualty, and several other companies across different industries, including founding and operating Kappers' Big Red Barn from 2017 to 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Dean Listle is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Brokers International Financial Services since 2014 and at SRS LLC since 2013. Listle is also a member of Secure Retirement Solutions LLC, where he is involved in fixed insurance and securities business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Collin Goldschmidt is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, Llc. Outside of advising, he is a partner in Voyageur Financial Group, LLC, and serves as secretary for the Mason Ridge Homeowners Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a range of investment models, often implemented through third-party managers, and offers ERISA fiduciary services for qualified plans.

Jennifer Carr is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services LLC and Associated Investment Services, Inc. Outside of her financial advisory role, she is involved in several community and service activities, including working as a beauty consultant, serving at local restaurants and event venues, assisting elderly and disabled individuals, and volunteering at a religious institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing both in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and integrated services.

Samuel Timmerman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2017. Outside of his advisory role, he owns and operates a business selling collectibles and video games. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Richard Vezina is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has previously worked at Merrill, Bank of America, and City National Bank. Outside of his advisory role, he is involved in several business activities including managing LLCs related to real estate holdings and aircraft ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers customized investment strategies and advisory programs, utilizing both in-house and third-party managers to tailor portfolios according to client risk profiles.

Polly Roeser is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She previously worked at Merrill from 2012 to 2020 before joining RBC Capital Markets in 2020. Outside of her advisory role, she serves as an election day volunteer in the City of Green Bay Clerk's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

William Guise is a financial advisor with OSAIC in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with multiple firms, including Fortis Investors, Inc. and Woodmen Financial Resources Ltd. Outside of his advisory role, he is the president and owner of Covenant Planning Group, a sole proprietorship offering insurance sales and planning services. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of tools and strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Michael Gillespie is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services, Tax Management Services, MML Investors Services, and MassMutual Life Insurance. He is involved in managing life, disability, and long-term care insurance products, funeral trusts, and annuities through his own firm, Gillespie & Associates Financial Services, and sells funeral trusts with National Guardian Life. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with advanced asset allocation and portfolio optimization tools and has a large, complex affiliate network supporting diverse client needs.

Christopher Grassel is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial and Woodmen Financial, where he has also been involved in financial planning activities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

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 CFP® professional with 27 years of experience in financial advising. He is currently with OSAIC since 2024, having previously worked at Woodbury Financial Services Inc. and Sii Investments. He serves as a board member of the Estate Planning Council of Northeast Wisconsin, where he helps coordinate continuing education and networking events. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

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.

Dennis Dercks is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and offering 41 years of industry experience. His prior roles include long tenures at Dercks, Engels & Lautenschlager and FSC Securities Corporation, as well as positions with Securities America Advisors and Securities Service Network. Outside of his advisory work, he serves on the finance council for St. John the Baptist Catholic Church in Seymour, Wisconsin. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization within a complex affiliate network that supports various investment programs and solutions.