Anthony Lagowski is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2019, and previously held roles at Bank of America and Merrill. 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 variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

David Tassoul is a CFP® with 24 years of experience in the financial industry. He currently works at OSAIC and previously held roles at Woodbury Financial Services, SII Investments, and American General Life Insurance Company. In addition to his advisory work, he owns and operates fixed insurance sales businesses focusing on life insurance and fixed annuities. 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 investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Katie Weinschenk is a Series 66-licensed financial advisor with OSAIC in Green Bay, WI, and has seven years of industry experience. Her prior roles include positions at Woodbury Financial Services, Petal Pusher, and SII Investments / Vision Investment Planning Group. She serves on the Board of Directors for the De Pere Chamber of Commerce and works as a tax preparer at Tax Management Services, Inc. OSAIC serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Wael Rashidi is a financial advisor with RBC Capital Markets in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and has 26 years of industry experience. He previously worked at Associated Investment Services, Inc. for 15 years before joining RBC in 2021. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles. The firm utilizes both in-house and third-party managers and provides services that include financial planning, custody, and brokerage.

Mark Tumpach is a CFA® charterholder with 16 years of industry experience. He is currently with RBC Capital Markets and previously held roles at Associated Trust Company and Kellogg Asset Management. Outside of his advisory work, he has served as a Brown County Board Supervisor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services through various programs, combining in-house and third-party managers with flexible investment and administrative options.

Heather Lindsley is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and worked previously at Woodbury Financial Services for 11 years. Outside of her advisory role, she serves as Secretary on the board of trustees for the MDRT Foundation, a nonprofit organization. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs a range of investment tools and third-party platforms to construct and manage diversified portfolios for individuals, corporations, and charitable organizations.

Peter Zobro is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Great Lakes Orthopedics from 2015 to 2017. 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, along with affiliated mutual funds and tax-efficient services.

Cal Jensen is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and three years of industry experience. His career includes multiple terms at Ameriprise as well as roles in education and local government. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and algorithmic tools.

Mason Hoffman is a Series 66 credentialed financial advisor with Edward Jones in Pulaski, WI, with two years of industry experience. His prior work experience includes roles in education with several school districts and operational roles at Culligan Water. Outside of his advisory role, he has worked in water delivery services with Culligan Water. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Mitchell Groeschl is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Morgan Stanley in various capacities since 2016. Outside of his advisory role, he is a co-owner of DP 380 LLC, where he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Kate Van Krey is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she held positions at Treehouse Foods, Simon Property Group, and BDO USA, LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Tilkens is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior firms include Merrill and Bank of America. Outside of his advisory role, he is involved in a commercial real estate partnership that includes property maintenance. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering tailored portfolio management and financial planning services through various advisory programs and a combination of in-house and third-party investment managers.

Richard Balch is a CFP® professional with 19 years of industry experience, currently serving as an advisor at OSAIC since 2024. He was previously with Woodbury Financial Services for 18 years. Outside of his advisory role, Balch is involved in several nonprofit and community organizations, including serving as Adjutant for the Polish Legion of American Veterans Post 186, Commissioner for the Boy Scouts of America Bay Lakes Council, and President of the United Patriotic Society. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account platforms. The firm employs asset-allocation tools and supports discretionary and nondiscretionary portfolio management.

Kathleen Schmidt is a CFP® professional with 31 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a franchise owner involved with PLNR Group LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a research-driven, algorithm-supported approach to retirement income recommendations.

Lucas Calawerts is a Senior Financial Advisor at Merrill Lynch Wealth Management with 10 years of experience managing financial plans and cash flow strategies for families and businesses nationwide. He leads a team that includes two advisors and two full-time support staff, collectively bringing 60 years of experience to serving clients' diverse financial needs. Lucas specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income planning, portfolio management, individual and corporate investment strategies, and tax minimization. He emphasizes helping clients understand their investments and retirement income plans through structured conversations about ‘‘Buckets, Growth & Cushion,’’ focusing on clear and effective financial guidance. He holds a Bachelor's Degree from Marquette University and the Professional Investment Advisor (PIA) designation. Outside of his professional work, Lucas enjoys football, golfing, traveling, and spending time with his family, including his two daughters. He is also involved in community activities, including volunteering at The Automobile Gallery in Green Bay.

Terry Rentmeester is a financial advisor at RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 66 credentials with 34 years of industry experience. He previously worked at Merrill from 1990 to 2020 before joining RBC Capital Markets in 2020. Rentmeester serves on the Brown County Board of Supervisors, attending monthly evening meetings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Robert Pratel Jr. is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 credential and 14 years of industry experience. His previous roles include positions at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is an owner of Northsea47, LLC, which holds ownership of two planes, including one used for charter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers integrated features such as tax management and responsible investing screens.

Rc Froistad is a CFP®-designated financial advisor with 28 years of industry experience, currently with Cetera since 2007. Prior to that, he has been involved with Cetera Financial Specialists LLC and owns Froistad & Associates, Inc., a tax, accounting, and payroll business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

William Hornbuckle IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Fidelity in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Adam Lewitzke is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset bucketing. The firm uses a centralized consulting team and algorithmic automation to support its advisory process, emphasizing products from affiliated firms.