Adam Madson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and SII Investments. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm employs multiple investment strategies and emphasizes manager selection and monitoring supported by internal research and technology.

Bethany Bouche is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and five years of industry experience. She has worked concurrently at BayCare Health Systems and Primerica Financial Services since 2018, following six years at Shopko Stores Operating Co., LLC. Primerica Advisors is a large-scale institution serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm provides advisory services through a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and offers a range of portfolio approaches including strategic, tactical, and tax-managed models.

Ashlyn Arett is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and has prior experience at the University of St. Thomas, Buffalo Wild Wings, and Notre Dame Academy. Outside of her advisory role, she is involved with Pure Barre, a fitness and health business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured planning tools and risk modeling to develop financial plans tailored to client needs.

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.

John Bull is a financial advisor with Morgan Stanley Wealth Management based in Green Bay, WI. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and resources.

Michelle Piontek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, currently serving clients through Morgan Stanley Wealth Management in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

James Ritchay Jr. is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Baird since 2011. Outside of his advisory work, he serves as a paid referee for youth basketball through the Green Bay Officials Association. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance capabilities.

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, holding a Series 66 designation and bringing 27 years of industry experience. His background includes over two decades at Waddell & Reed, Inc., as well as experience with various insurance carriers. He also operated a tax preparation business for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Cynthia Schoen is a CFP® professional with 14 years of industry experience, currently with Robert W. Baird & Co. in Green Bay, WI, where she has worked since 2014. She holds Series 63 and Series 65 licenses. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

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.

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.

Lori Harris is a financial advisor at Morgan Stanley in Green Bay, WI, with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and BMO Harris Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Perri Desautel is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that utilize modeling techniques such as Monte Carlo simulations.

Terry Knutson is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Primerica Advisors since 2023 and has diverse work experience including roles as a driver for multiple delivery services and as a photographer for his own business, Knutson Digital Productions, as well as Blessed Treasures Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric Kapla is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in two real estate-related businesses based in Green Bay, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Lindsey Kabat is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 66 designations and having 19 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Outside of her advisory role, Kabat owns a restaurant and serves on the investment and finance committees of two nonprofit organizations. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations through customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional asset allocations and offers both discretionary and non-discretionary management options.

Bobbi Van Eperen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

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.