Patrick Macgrath is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Osaic in 2024, Macgrath worked at Woodbury Financial Services Inc. for seven years and SII Investments, Inc. for six years. He is also president of Private Wealth Management Group, an LLC focused on comprehensive special needs planning for families with individuals who have a disability. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio construction tools and access to third-party money managers.

Craig Siminski is a financial advisor with OSAIC in Green Bay, WI, holding CFP®, Series 63, and Series 65 designations and bringing 27 years of industry experience. He previously worked at Sagepoint Financial Advisors for 12 years and Ohio National Financial Services for 10 years. Siminski hosts a live radio show on Relevant Radio-AM 1050 in Green Bay four times a year. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Maximilian Roth is a financial advisor at Ameriprise with 49 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 1977. Outside of advising, he serves on the board of directors for Woodside and participates in finance committees for local community organizations and a family business consulting on concession planning. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides annual financial planning and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

James Hayes is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kyle Santos is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and one year of industry experience. He serves as an assistant defensive coach for linebackers at St. Norbert College football and works as a performance coach focused on strength, speed, and conditioning through ETS Performance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Donald Murray is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Edward Jones in Green Bay, WI since 2009. 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 discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Jeffrey Lenz is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Chad Klaubauf is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 license and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Corey Coonen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with Morgan Stanley since 2007 and has been part of Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with the Knights of Columbus in Madison, Wisconsin, a fraternal organization engaged in disaster relief and youth assistance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored planning agreements.

Derek Johnson is a financial advisor at Ameriprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities before joining Ameriprise. Outside of his advisory role, he manages a separate advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Luke Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked in various roles including property services and university housing before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Alexa Blasczyk is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at KPMG. Outside of her advisory role, she teaches fitness classes at Total Fitness in Shawano, WI. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Matthew Steffeck is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and 10 years of industry experience. His prior work history includes roles at Schneider National and earlier positions within Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and written recommendations on a broad range of financial topics. The firm provides planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Daniel Retzlaff is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been employed by Wells Fargo Bank, NA since 2014. Outside of his advisory role, he is an associate with ID LIFE, a health and nutrition product sales business. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacob Crosby is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He has held roles at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, BMO Harris Bank, and Schreiber Foods Inc. Outside of his advisory work, Crosby is a fitness instructor with Bode Central in Green Bay, WI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, with a focus on manager selection, internal research, and the use of technology such as artificial intelligence in client advice.

Jerrad Radocay is a Series 66-licensed financial advisor with Thrivent Investment Management in Green Bay, WI, where he has worked since 2018. He has seven years of industry experience and previously held roles with the Green Bay Packers and the Wisconsin Timber Rattlers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed accounts and emphasizes holistic analysis without discretionary trading authority for its planning service.

Nicholas Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to that, he worked at Bailey's Harbor Fish Company for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Scott Burnoski is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has 12 years of industry experience, with prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and Starz Academy. Burnoski also serves as a varsity wide receivers football coach at Preble High School in Green Bay, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Craig is a CFP® professional with 23 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at Commonwealth Financial Network, Wintrust Investments, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is involved with Financial Consulting Services, Inc., a non-investment-related business based in Green Bay, WI. 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 offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Adam Katch is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Private Client Services, and SII Investments, Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.