Daniel Taicher is a financial advisor at Equitable Advisors with 14 years of industry experience. He has worked at Equitable Advisors since 2012 and was previously associated with Axa Advisors. Outside of his advisory role, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

Anthony Tremblay is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise Financial and has experience in the hospitality and service industries, including managing Mackinaws Grill and Spirits. Tremblay also operates Laura Mossakowski, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Leonard Stadtmueller is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wealth Plan and Harbour Investments from 2015 to 2022. Outside of his advisory role, Leonard serves on the Board of Directors for St. Francis Xavier Parish and is a trustee of the Dufek Charitable Foundation. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written retirement income recommendations through a centralized consulting team.

Eric Loughrin is a financial advisor with Osaic, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and US Venture Inc. He also operates Zimmer Financial Group LLC, providing financial advisory services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a wide range of investment types.

Mark Kanyanta is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2020, he worked at BMO Harris Financial Advisors and several other firms. He is also involved with Black Diamond Enterprises as an associate advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Cullen Johnson is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2026, he worked at Northwestern Mutual in various roles from 2017 through 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Brian Elmer is a Series 66-registered financial advisor with LPL Financial, based in Kimberly, Wisconsin, and has five years of industry experience. His background includes roles at Capital Credit Union, CUSO Financial Services, and First Business Bank. Outside of finance, he co-owns Allie & Brian Photography LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a broad platform and extensive network of investment adviser representatives.

Christopher Kruck is a financial advisor with Ameriprise in Sturgeon Bay, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is involved in managing a real estate business through ownership of Door Peninsula Rental LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in collaboration with its financial advisors.

Jeanne Wolf is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. She previously worked at SagePoint Financial from 2014 to 2023. Wolf serves on the advisory board of Mission Guides International, an organization that supports Christian mission trips domestically and abroad. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and multiple platforms.

Patrick Loritz is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial and BMO Financial Group. He is also affiliated with Tenacity Advisory Group, where he shares best practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jon Bartol is a financial advisor with Morgan Stanley in Green Bay, Wisconsin, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Michigan. 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 financial planning services supported by firm-approved tools and investment research.

Preston Stary is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton and Associated Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through comprehensive financial planning, portfolio management, and custody services. The firm uses a combination of manager-traded and model-traded strategies, tax-management tools, and ongoing internal research to support client advice.

Bret Verstegen is a CFP® certificant associated with LPL Financial, with three years of industry experience. He has held roles at LPL Financial, Isthmus Partners, LLC, and RBC Wealth Management. Verstegen has also worked in non-financial roles including at Champs Sports and Omni Glass & Paint. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Gabriel De Casas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He began his career in this field in 2024. Prior to joining the firm, he held various roles including positions at Ave Maria University and State Farm. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Mark Zurowski is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and was previously affiliated with Grace Community Church from 2016 to 2019. Outside of advising, he owns a commercial real estate business in Green Bay that leases office space to Edward Jones dual financial advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Thomas Wedige is a financial advisor with Equitable Advisors and holds the Series 63 and Series 65 credentials. He has 41 years of industry experience, including 27 years with Equitable Advisors and 21 years with AXA Advisors. He serves as a trustee and chairman of the finance, investment, and audit committee at the College of Saint Scholastica. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party sponsors and proprietary solutions.

Richard Murray is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and operates a seasonal Christmas tree farming business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Vanhoof is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including SagePoint Financial, Inc., AIG Bank, and his own firm, Van Hoof Investments, Inc., which he has owned since 1998. Vanhoof also participates as an associate member of the Knights of Columbus, a Catholic fraternal organization involved in charitable activities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolio construction using various financial instruments and third-party money managers.

Richard Stockheimer is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The O.N. Equity Sales Company for 22 years. Outside of his advisory role, he is an independent agent for fixed insurance and owns Alpha Asset Strategies, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party managers to deliver customized investment solutions.

Mary Wubker is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Based in Green Bay, WI, she serves clients through one of the largest institutions in the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with a range of strategic and tactical asset allocation options.