Christopher Clark is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Lindsay Sorenson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked for over a decade at Hotchandani Laser Vein & Cosmetic Surgery and has also operated a part-time housekeeping business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Adam Madson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and SII Investments. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm employs multiple investment strategies and emphasizes manager selection and monitoring supported by internal research and technology.

Christopher Jaworski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Jaworski is involved in agricultural activities through ownership of a hay and grain farm and participates in local community organizations, including serving as treasurer for the Pulaski Area Turkey Chasers and board member roles related to organic farming and parish school investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, notably insurance-related products and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Jack Paulson is a financial advisor with LPL Financial in Depere, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he was involved with Reflections Interiors for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Evan Friendshuh is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Plante Moran and spent four years at the University of Wisconsin - Madison, along with fourteen years at the Howard Suamico School District. 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 reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Lloyd Leuthner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at LPL Financial, Girard Securities, and his own CPA practice. Outside of advising, he is a board member of Woodlawn Cemetery in Green Bay and works in tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to third-party money managers and various program structures.

Ashlyn Arett is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and has prior experience at the University of St. Thomas, Buffalo Wild Wings, and Notre Dame Academy. Outside of her advisory role, she is involved with Pure Barre, a fitness and health business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured planning tools and risk modeling to develop financial plans tailored to client needs.

William La Belle is a financial advisor with Edward Jones in Green Bay, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2006 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Bull is a financial advisor with Morgan Stanley Wealth Management based in Green Bay, WI. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and resources.

Michelle Piontek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, currently serving clients through Morgan Stanley Wealth Management in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Heidi Harms is a financial advisor with Merrill in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Wetzel is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at Associated Bank for over three decades and has managed a distribution business for regional grocery stores. Wetzel is also involved with the Shawano County Chamber of Commerce as a committee member. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment needs.

James Ritchay Jr. is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Baird since 2011. Outside of his advisory work, he serves as a paid referee for youth basketball through the Green Bay Officials Association. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance capabilities.

Michael Winter is a CFP®-designated financial advisor with Edward Jones in De Pere, WI, where he has worked since 2018. He has eight years of industry experience, including prior roles at Associated Bank and as a security screener for Packerland Aviation LLC, where he assisted with airline security screening for NFL players departing from Lambeau Field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm operates a nationwide network of advisors and branches and offers fiduciary services alongside capabilities such as trust administration and securities-based lending.

Cynthia Schoen is a CFP® professional with 14 years of industry experience, currently with Robert W. Baird & Co. in Green Bay, WI, where she has worked since 2014. She holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Katelyn Smith is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill, Associated Bank, and Merrill Lynch. Outside of her advisory role, she serves on the Executive Planning Committee for the American Cancer Society’s Coaches vs. Cancer Gala event at Lambeau Field. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that include portfolio management, financial planning, and brokerage services. The firm leverages a mix of in-house and third-party investment managers and offers tailored strategies based on each client's Advisory Risk Profile.

James Johnson is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role since 2018 and previously worked for ten years at Penske Mercedes-Benz of West Covina. Johnson holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 66 and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo entities since 2013. Outside of his advisory role, he serves as a committee member for the Hunters Run Homeowners Association in Suamico, WI. 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 manages approximately $671 billion in assets and utilizes research and analytics, diversification principles, and modern portfolio theory to guide its investment approach.

Jordan Parkin is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Edward Jones, Money Concepts Capital Corp., and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.