Jacob Schmahl is a financial advisor with Cetera in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Northwestern Mutual and founded Vero Wealth LLC, a wealth management firm. Schmahl also manages personal accounting and tax filing through his own entity, Schmahl Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting over 10,000 advisors and more than $256 billion in assets under management.

Daniel Loberg is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Voya Financial Advisors and New York Life Insurance. Outside of his advisory work, he was involved with Lumberjack Johnny's for one year. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base from individual investors to institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Vandenelzen is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 2010 and has a long history with Primerica Financial Services dating back to 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while maintaining oversight of investment models and trading implementation.

Jenifer Zobro is a financial advisor at Edward Jones in Hobart, WI, holding a Series 66 designation with one year of industry experience. Her background includes roles in dental care and health services, as well as self-employment with NuSkin Health & Beauty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 advisors.

Daniel Cibula Sr. is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he spent 12 years at INVEST Financial Corporation. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Schultz is a financial advisor with LPL Financial based in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Sii Investments, Inc. from 2013 to 2018. In addition to his advisory role, Schultz acts as a non-variable insurance agent, including involvement with Medicare health plans and various insurance providers. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

Chris Thelen is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Fox Communities Credit Union, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. He is currently associated with Fox Communities Credit Union Investment Services in conjunction with his LPL business. 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 portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Heather Weller is a CFP® certificant affiliated with RBC Capital Markets, LLC, based in Green Bay, WI, with experience spanning roles at Associated Bank, N.A. and City National Bank. She has been with RBC Capital Markets since 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Thomas Peebles is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Brady Lenius is a CFP® and ChFC® with six years of industry experience currently associated with LPL Financial. His prior roles include positions at OSAIC, Woodbury Financial Services, C.H. Robinson, and academic appointments at the University of Wisconsin-Green Bay and Saint Louis University. He also operates Lenius Financial Services, a separate business activity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, and access to third-party asset management and institutional platforms.

Ted Matuszak is a financial advisor with LPL Financial in Pulaski, Wisconsin, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Denmark State Bank, Wells Fargo Clearing, and Edward Jones. Outside of advising, he has worked as an Uber driver. 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 investment advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Jane Snyder is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and SII Investments. Snyder is also president of Snyder Financial Strategies, Inc., where she provides tax preparation services and sells insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party managers to construct and manage portfolios across various asset classes.

Jill Bobinski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked at firms including SII Investments, Nicolet Advisory Services, and Private Client Services. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a range of investment strategies and discretionary management options.

Kari Van Lanen is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 63 designation and 20 years of industry experience. She has been with Robert W. Baird since 2009. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Patrick Kerwin is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He previously worked at Northwestern Mutual and spent 18 years at Walgreens before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering options to combine planning with managed-account programs.

James Puissant is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at HKA Global and The Kenrich Group. Puissant serves as a finance committee member for The First Tee of Northeast Wisconsin. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of portfolio management and financial planning strategies.

William Sullivan is a financial advisor with Osaic Wealth, Inc. in Green Bay, WI. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Stifel and various roles outside the financial industry. He also serves as a Wisconsin Public Notary Agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Kyle Laubenstein is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 advanced operational tools and a broad network of over 22,800 advisors.

Daniel Glinski is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2007, with a brief period of unemployment from 2021 to 2022. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a process supported by algorithmic automation and oversight, primarily serving clients with assets in Ameriprise-managed accounts.

Timothy Benes is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.