Mark Piper is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Green Bay, WI office. Outside of his advisory role, he holds an ownership interest in MACJ LLC, a shared office expense entity. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Debra Biersteker is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Scott Arett is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 25 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee with power of attorney authority for certain investment-related transactions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment services.

Ross Johnson is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following roles at Huntington National Bank and Wells Fargo Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

Cordero Cornelious Barkley is a financial advisor at Morgan Stanley with Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he worked at TitletownTech Ventures LLC for seven years and Associated Bank N.A. for five years. He also serves as a board member of IVO Systems Inc., a construction and engineering firm, and is involved with the Fund for Wisconsin Scholars Inc., a nonprofit focused on youth education and hardship assistance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Kenneth Courts is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Courts is also the owner and manager of Courts Financial Strategies LLC, where he provides financial planning, retirement planning, asset management, and tax consulting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, third-party money managers, and multiple advisory platforms.

Steve Farone is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2025, following prior roles at Private Client Services, SII Investments, Inc., and Nicolet Advisory Services, LLC. Outside of his advisory work, he is involved in investment-related insurance sales through Zenith Marketing Corporation. 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 variety of services including financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Seth Deuman is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including with West Shore Home LLC and the Orange County Parks Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

John Guyette is a financial advisor with Edward Jones in Green Bay, Wisconsin, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. 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 advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Jacob Williquette is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2015, currently working at Morgan Stanley Private Bank, N.A. since 2022. Williquette serves on the finance committees of two nonprofit organizations, Options for Independent Living and Goodwill NCW. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Rachel Fletcher is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 credential and six years of industry experience. Prior to joining Morgan Stanley, she worked at Tender Hearts Assisted Living from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Heather Dretzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Angela Reseburg is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Financial Planning & Information Services and SII Investments, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jared Wruck is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel since 2010 and holds the Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Jodi Reuss is a financial advisor with Edward Jones in Green Bay, WI, holding Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and trust services.

David Lenius is a financial advisor with LPL Financial in Green Bay, WI, holding the CFP® and ChFC® designations and possessing 36 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and leadership of Lenius Financial Services since 2006. Additionally, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Scott Soulek is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and SII Investments. Soulek has also been a registered representative for KAS Investment Services Inc., an S corporation involved in advisory and retirement planning services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers a range of investment and financial planning services utilizing various asset allocation tools and third-party solutions.

Jeffrey Puissant is a financial advisor with Robert W. Baird & Co. in Shawano, Wisconsin, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he serves as an advisor to the Howard Suamico Education Foundation, managing the foundation’s assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and brokerage services, utilizing a range of investment strategies and manager options to meet diverse client goals and risk tolerances.

Hans Anderson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and is currently with Morgan Stanley Private Bank, N.A. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Nathan Aagard is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios featuring mutual funds, ETFs, and ETPs.