Julie Mattek is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and eight years of industry experience. She has worked with Thrivent and its affiliates since 2017. Prior to her finance career, Mattek spent over two decades at the Animal Hospital of Ashwaubenon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across multiple areas such as retirement, tax, and estate planning, with ongoing reviews and the option to combine planning with managed-account services under a consolidated billing system.

Jonathan Schweiger is a financial advisor with Edward Jones in Suamico, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is involved in music as a singer and songwriter with Spirit in the Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Jacob Schmahl is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has operated Schmahl Financial Group since 2012. Schmahl is the founder and owner of Vero Wealth LLC, a wealth management firm. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodians.

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 with Edward Jones in Hobart, Wisconsin. She holds a Series 66 designation and has been with Edward Jones since 2024. Prior to her advisory role, her work experience includes positions in dental services and self-employment in health and beauty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Cibula Sr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following 12 years at INVEST Financial Corporation. Outside his advisory role, he is involved with Johnson Insurance, LLC, focusing on non-variable insurance products such as long-term care, life insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Schultz is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Sii Investments, Inc. from 2013 to 2018. Schultz is also active as an independent agent in non-variable insurance, including Medicare health plans and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

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 BMO Harris Financial Advisors and Fox Communities Credit Union, where he is currently engaged. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from various sources, providing both discretionary and non-discretionary management options.

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®, ChFC®, and Series 66 licensed financial advisor with five years of industry experience. He is currently with LPL Financial and has worked previously at OSAIC, Woodbury Financial Services, and C.H. Robinson. He also operates Lenius Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ted Matuszak is a financial advisor with LPL Financial in Pulaski, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Denmark State Bank. Outside of advising, he has worked as an Uber driver on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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 a Series 66 designation and 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 Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate and business clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct indexing supported by internal research and technology.

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 at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Waddell & Reed, Inc. and various insurance carriers. 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 a range of financial planning and advisory programs supported by research and multiple investment strategies.