Mark Piper is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Green Bay, WI office. Outside of his advisory role, he holds an ownership interest in MACJ LLC, a shared office expense entity. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Debra Biersteker is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Michael Kniess is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He also maintains an outside insurance practice focused on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software tools and structured planning engagements to deliver written financial recommendations.

Travis Price is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones and Bankers Life & Casualty. Price serves on the board of the Grin2B Foundation, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Kenneth Courts is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Courts is also the owner and manager of Courts Financial Strategies LLC, where he provides financial planning, retirement planning, asset management, and tax consulting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, third-party money managers, and multiple advisory platforms.

Seth Deuman is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including with West Shore Home LLC and the Orange County Parks Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

John Guyette is a financial advisor with Edward Jones in Green Bay, Wisconsin, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. 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 and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Gerald Gillespie is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Woodbury Financial Services, Sii Investments, and MassMutual. He is the managing member of Gillespie & Associates Financial Services LLC, where he analyzes and recommends life, disability, and long-term care insurance products, and he also presents corporate financial wellness seminars for businesses in Northeastern Wisconsin. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by a network of affiliated advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party services to manage portfolios across a variety of investment types.

Heather Dretzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Bart Milton is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 65 licenses. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Wendland is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He participates in community activities through his roles on the finance and tuition assistance committees at Fox Valley Lutheran High School in Appleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a substantial network of financial advisors and branches nationwide.

Sarah Tomaszewski is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2016 and previously worked with AXA Advisors. Tomaszewski also operates Nexstep Financial Group, LLC, a separate business entity. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Lenius is a financial advisor at LPL Financial in Green Bay, WI, holding CFP® and ChFC® designations with 36 years of industry experience. His career includes positions at Woodbury Financial Services and OSAIC, and he has operated Lenius Financial Services since 2006. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and more. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, combining a large advisory network with diverse financial products and operational tools.

Scott Soulek is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and SII Investments. Soulek has also been a registered representative for KAS Investment Services Inc., an S corporation involved in advisory and retirement planning services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers a range of investment and financial planning services utilizing various asset allocation tools and third-party solutions.

Vladimir Blazek is a financial advisor with Equitable Advisors in De Pere, WI. He holds a Series 66 designation and joined Equitable Advisors in 2026. Prior to his current role, he has held various positions including at Allen Lund Company and Express Employment Professionals. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them with advisory models implemented by third-party managers or discretionary portfolio advisors.

Jessica Alcorn is a financial advisor with RBC Capital Markets located in Green Bay, WI. She holds the Series 66 designation and has 20 years of industry experience. Her prior work includes ten years at J.P. Morgan Securities and her current tenure at City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Russell Winkler is a Series 66–licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Todd Gerbig is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc and Sii Investments. Outside of advising, he is involved as a landowner in a shared cabin LLC and manages a seasonal rental property. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a wide range of financial planning and investment advisory services through a large network of affiliated advisers and employs a multi-platform approach with access to third-party money managers and automated portfolio management tools.

Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.

Adam Borths is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Raymond James Financial Services and ZK Financial Group. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.