Jon Bartol is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at 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 Traunik, Michigan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial planning solutions.

Preston Stary is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton and Associated Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through comprehensive financial planning, portfolio management, and custody services. The firm uses a combination of manager-traded and model-traded strategies, tax-management tools, and ongoing internal research to support client advice.

Mark Zurowski is a Series 66 licensed financial advisor at Edward Jones in Green Bay, WI, with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Grace Community Church and Heritage Beam and Board. Zurowski also owns a commercial real estate business focused on leasing a dual financial advisor office in Green Bay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Thomas Wedige is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Wedige serves as a College Board Trustee and chairs the Finance, Investment, and Audit Committee at the College of Saint Scholastica. He is also an owner or partner in several business ventures, including Voyageur Financial Group, LLC, and Voyajones, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on documented client goals, risk tolerance, and time horizon.

Richard Murray is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and operates a seasonal Christmas tree farming business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Stockheimer is a financial advisor with Equitable Advisors in De Pere, WI, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He previously worked for The O.N. Equity Sales Company for 22 years before joining Equitable Advisors. Outside of his advisory role, he owns Alpha Asset Strategies, LLC, which supports staff payroll operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Mary Wubker is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Based in Green Bay, WI, she serves clients through one of the largest institutions in the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with a range of strategic and tactical asset allocation options.

James Arett is a Series 66 registered financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A., and a period outside the financial industry with Lizer Landscape. He also has a background involving time at the University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Heather Karcz is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her own entities, including Zuehlke Karcz Financial Group and ZK Financial Group LLC, since 2015. Karcz serves on the boards of several nonprofit organizations, including Capital Credit Union and the University of Wisconsin Green Bay Foundation, where she holds financial oversight roles. 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 delivers tailored, non-discretionary planning using analytical tools and supports its municipal and public finance work through a unique municipal advisor affiliation.

Kimberly Helmila is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and 16 years of industry experience. She previously worked at Invest Financial Corporation for 10 years and has been associated with Johnson Investment Services for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both in-house and third-party sources.

Jason Wilke is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at City National Bank, Associated Investment Services, Inc., and Associated Trust Company. He serves on the board of the Greater Green Bay YMCA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and provides options such as tax management and responsible investing screens.

Ethan Hoops is a financial advisor with Wells Fargo Clearing in Green Bay, WI. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2025. Prior to his current role, he worked at the University of Wisconsin Eau Claire and the De Pere School District. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Meyer is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent 12 years at Kimberly-Clark Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Stefan Morse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Stainton's. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Shawn Gehm is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

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.

Selese Anderson is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, Anderson worked at KForce, Inc. and Ameriprise Financial Services, Inc. among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support diversified investment strategies.

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, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at LPL Financial since 2021 and has held positions at BMO Bank NA and Wells Fargo in previous years. Garrison is also involved as a Premier Banker at BMO Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.