Ann Jahnke is a financial advisor at RBC Capital Markets with 27 years of industry experience. She has held positions at Merrill from 1995 to 2019 before joining RBC Capital Markets in 2019. Jahnke holds the Series 66 designation and is based in Green Bay, WI. 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 multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Ilya Dayter is a Senior Financial Advisor at Merrill Lynch Wealth Management in Green Bay, Wisconsin. He serves a diverse clientele across the country, including business owners, entrepreneurs, corporate executives, and individuals seeking to manage and grow their wealth effectively. Ilya's advisory approach emphasizes understanding clients’ financial situations, goals, and challenges to develop tailored wealth management strategies. He specializes in employee benefits for businesses, trust and wealth transfer planning for families, and exit planning, frequently collaborating with clients' legal and accounting advisors to integrate various financial aspects. Before entering financial services, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles including Air Force Coalition Coordinator in Kyrgyzstan. He holds a Bachelor's Degree from Chapman University and has earned several professional designations: Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Retirement Accredited Financial Advisor (RAFA). Ilya is actively involved in his community, serving on the Police and Fire Commission for the Village of Howard, previously presiding over the Howard Suamico Business & Professional Association, and participating in groups such as the Bank of America Military Support & Assistance Group and the Northeast Wisconsin Veterans Alliance. He is bilingual in English and Russian. Outside of work, Ilya enjoys spending time with his family, as well as activities including gardening, golfing, pickleball, scuba diving, skiing, tennis, and traveling.

Daniel Cape is a financial advisor with Raymond James Financial in Green Bay, WI, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Raymond James since 2017 and previously worked with the United States Soccer Federation. Outside of his advisory work, he and his wife provide treatment-level foster care through a nonprofit contracted by the county. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs fact-finding and risk-profiling tools to tailor non-discretionary planning and consulting services aligned with client goals.

Randy West Jr. is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at JJB Hilliard W.L. Lyons LLC and Edward Jones. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Adam Wetli is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 credential and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Laura Mossakowski is a CFP® with 25 years of experience in the financial services industry. She has been with LPL Financial since 2009 and has also worked as a self-employed advisor since 2001. Mossakowski serves as president of the Laura and Peter Mossakowski Family Dog Park committee and is a board member of the Green Bay Area Public School Education Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and various investment strategies.

Gregory Cissell is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Caterpillar and service in the US Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Tyler Schumacher is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including David Hesse and Northwestern Mutual Investment Services. Outside of advisory work, he is involved with Tambourine Operational Support LLC in managing its advisory business. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Derek Bohm is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a council member for The Salvation Army of Greater Green Bay, assisting with fundraising initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide comprehensive portfolio management and financial planning services.

John Kadletz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and owns Kadletz Wealth Management, LLC, which he has operated since 2012. Outside of advisory work, he owns Full Throttle Development, LLC, a real estate business, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures, supported by over $256 billion in assets under management.

Kathleen Gude is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Kathleen has also worked at Regional Finance and Advance America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large network of over 14,000 advisors and manages roughly $671 billion in assets, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory principles in its investment approach.

Matthew Mc Kelvey is a financial advisor with LPL Financial holding a Series 66 designation and 8 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Premier Community Bank. He also serves as a notary in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with account management by investment adviser representatives who use a variety of investment strategies.

Cheryl Le Mere is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she serves on the investment committee board for the Girl Scouts of the Northwestern Great Lakes and is a finance council member at St Joseph Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jayme McMahon is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Schutte is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He previously worked at BMO Harris Financial Advisors and LPL Financial. Outside of his advisory role, he serves on the board of the Fox Valley Veterans Council and volunteers with the Kaukauna Youth Baseball League. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions and employs firm-provided asset-allocation tools and third-party platforms to construct portfolios tailored to client risk profiles.

Robert O’Brien is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2012. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Corey Sherf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and Nicolet National Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Amy Komis is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. Her work history includes multiple tenures at LPL Financial as well as roles at BMO Harris Bank, Cuso Financial Services, Community First Credit Union, and Ifmg Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Hilgendorf is a CFA® charterholder with 16 years of industry experience, currently with RBC Capital Markets. He has previously worked at Associated Trust Company and Kellogg Asset Management. Hilgendorf serves on the finance committee of the Community Foundation of North Central Wisconsin, advising on the investment account of the $90 million foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes both in-house and third-party managers and offers a range of programs to meet various advisory risk profiles.

Mackenze Hayes is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, American Foods Group, and several other employers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.