Grant Pierce is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Novus Home Mortgage, Inlanta Mortgage, and Community First Credit Union. He is also employed as a financial advisor with Zimmer Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a broad network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct customized portfolios.

Brandon Do Mckenzie is a financial advisor at OSAIC with a Series 66 designation and has been in the industry since 2025. Prior to joining OSAIC, he worked at MacDonald & Owen Lumber Co. and Marine Credit Union. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to third-party money managers and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Michelle Yaniskivis is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2018. Prior to her financial services career, she worked for a decade with the Kimberly Area School District. Outside of her advisory role, she is an independent consultant for Arbonne International, a health and skincare company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for these services.

Ryan Spiering is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. He previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory role, he serves as CEO and board leader of Kaukauna Kinder Haus, a nonprofit daycare center, and is a board member of the Green Bay Duck Hunters Association. 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 clients. The firm offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Eric Pelnar is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Sii Investments. Outside of advisory work, he serves as a board member of the Estate Planning Council of Northeast Wisconsin, where he assists with continuing education and event organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms and legacy programs.

Katrina Mleziva is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of advisory work, she is employed at ZK Financial Group LLC, where she assists with client inquiries and onboarding. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public finance through a unique affiliation with a municipal advisor.

Lyndsey Doro is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She currently holds associate and advisor trainee roles at Cape Wealth Advisors LLC and Lake Edge Wealth Advisors LLC. Her prior experience includes various roles at Raymond James Financial Services Advisors, Inc., and Cape Financial Group. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports specialized municipal and public-finance work as well as SIMPLE IRA employer advisory programs.

Dennis Dercks is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include long tenure at Dercks, Engels & Lautenschlager and Securities America Advisors. He serves on the finance council for St. John the Baptist Catholic Church in Seymour, WI. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, including multiple platform solutions and investment products.

Stacie Rosera is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was associated with Citigroup Global Markets beginning in 2001. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both individual plans and corporate financial planning agreements.

Susan Mcdougal is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, following five years at Wells Fargo Clearing and another five years at Wells Fargo Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement planning with written Recommendation Reports and ongoing advice based on proprietary research and third-party data. The firm’s approach includes restrictive enrollment criteria and integrates assets managed within Ameriprise’s affiliated product ecosystem.

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.

Tyler Verstegen is a financial advisor with LPL Financial based in Kimberly, Wisconsin. He holds the Series 66 designation and has one year of experience with LPL Financial, along with prior roles at Verstegen Wealth Management LLC and Avaii Wealth Management LLC. He also operates Verstegen Tax LLC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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 Investments in De Pere, Wisconsin, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Whole Foods Market, Lifetime Fitness, Starbucks, and 5 Star Nutrition prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad array of investment products, including mutual funds, ETFs, and fund-of-funds.

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 over 15 years of experience in the financial services industry. He is currently with RBC Capital Markets and has held prior 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, and charitable organizations, offering customized portfolio management and financial planning through various advisory programs. The firm utilizes a combination of in-house and third-party investment managers and provides a range of services such as tax management and responsible-investing options.

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.