Stacie Rosera is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery processes and firm-approved planning tools, serving a broad range of client needs through both direct and employer-sponsored arrangements.

Susan Mcdougal is a financial advisor at Ameriprise Financial Services with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Based in Hobart, Wisconsin, she has been with Ameriprise since 2018. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ross Farley is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at C.H. Robinson for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Zachary Gilson is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at U.S. Bancorp Investments, Inc., Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He serves on the Board of Directors for the Willie D. Davis Finance & Investment Laboratory Advisory Board at the University of Wisconsin - Green Bay and works as a group fitness trainer outside of his advisory role. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with significant investable assets through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Cade Milton is a financial advisor at Edward Jones in De Pere, WI, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he has worked in various roles including positions at the Wisconsin State Capitol and several educational and service industry employers. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kathy Noll is a financial advisor at Morgan Stanley with 27 years of industry experience. Her career includes roles at Robert W. Baird, BMO Harris Financial Advisors, and M&I Brokerage Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Hugo Bosselaar is a financial advisor with Fidelity in De Pere, WI, holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Whole Foods Market, Lifetime Fitness, Starbucks, and 5 Star Nutrition. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary advisory accounts.

Molly Carlson is a financial advisor at RBC Capital Markets with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining RBC Capital Markets, she worked at City National Bank and Associated Trust Company, NA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Julie Coppersmith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with Thrivent since 2014. Outside of her financial advising role, she serves as an ambassador for the De Pere Chamber of Commerce, participating in community events and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across various planning topics. The firm offers planning and managed-account services separately, with periodic reviews and no discretionary trading authority for the Dedicated Planning Service.

Joshua Smith is a CFP® professional with 15 years of industry experience. He currently works at RBC Capital Markets and has previously held roles at Associated Investment Services, Inc. and Associated Trust Company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ investment profiles.

James Grasee is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a real estate holding company, Poppy Seed Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices and offers fiduciary-standard services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Pamela Schott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 18 years of industry experience. She has been affiliated with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she is a Mary Kay consultant primarily for personal use of products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across a broad range of financial topics, allowing clients to combine planning with managed-account programs while maintaining separate planning and investment services.

Daniel Taicher is a financial advisor at Equitable Advisors with 14 years of industry experience. He has worked at Equitable Advisors since 2012 and was previously associated with Axa Advisors. Outside of his advisory role, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

Leonard Stadtmueller is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wealth Plan and Harbour Investments from 2015 to 2022. Outside of his advisory role, Leonard serves on the Board of Directors for St. Francis Xavier Parish and is a trustee of the Dufek Charitable Foundation. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written retirement income recommendations through a centralized consulting team.

Mark Kanyanta is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2020, he worked at BMO Harris Financial Advisors and several other firms. He is also involved with Black Diamond Enterprises as an associate advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Cullen Johnson is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2026, he worked at Northwestern Mutual in various roles from 2017 through 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Christopher Kruck is a financial advisor with Ameriprise in Sturgeon Bay, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is involved in managing a real estate business through ownership of Door Peninsula Rental LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in collaboration with its financial advisors.

Jeanne Wolf is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and has worked previously at SagePoint Financial and LPL Financial. Outside of her advisory role, she serves on the advisory board of Mission Guides International, an organization supporting Christian mission trips. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options including Unified Managed Accounts and third-party money manager programs.

Patrick Loritz is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including Edward Jones, BMO Financial Group, and LPL Financial. Loritz is also affiliated with Tenacity Advisory Group, where he shares best practices. OSAIC Wealth serves a diverse client base ranging from individual investors and retirement plan sponsors to charities and corporate clients. The firm utilizes a model-based investment approach with emphasis on portfolio optimization, offering a variety of advisory and brokerage services through a multi-advisor platform.

Jon Bartol is a financial advisor with Morgan Stanley in Green Bay, Wisconsin, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with 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 Michigan. 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 financial planning services supported by firm-approved tools and investment research.