Renee Brusky is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at LPL Financial and spent nearly a decade at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, Renee volunteers as a part-time organist at St. John’s Lutheran Church in Green Valley and serves as a committee member for the Shawano County Humane Society as well as Treasurer for United Way of Shawano County. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Russell Winkler is a Series 66–licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Todd Gerbig is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc and Sii Investments. Outside of advising, he is involved as a landowner in a shared cabin LLC and manages a seasonal rental property. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a wide range of financial planning and investment advisory services through a large network of affiliated advisers and employs a multi-platform approach with access to third-party money managers and automated portfolio management tools.

Amanda Hanley is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network and Thrivent Investment Management. Outside of her advisory role, she is a licensed notary public. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

William Mielke Jr. is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Mielke holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a commissioner on the Bellevue Village Park Commission and is a board member of the Green Bay Strikers soccer organization. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm applies a proprietary investment methodology developed by its Investment Strategy Group to support client financial planning and asset allocation decisions.

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.

Christina Oettinger is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James and Thrivent Financial, among other firms. Previously, she was involved with The Blind Shop, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mason Hoffman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions in education and water service delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Anthony Farone is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of experience at the firm. His prior roles include positions at Best REI Funding and St Norbert College, as well as ownership interests in The Village Grille LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology including artificial intelligence.

Kurt Koehler is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

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.

Jayme Blohowiak is a financial advisor at Morgan Stanley in Green Bay, WI, with 14 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved in clerical support for Extreme Entertainment. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.

Mary Lessuise is a Series 66-credentialed financial advisor with Morgan Stanley in Green Bay, WI, and has 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include retirement planning, private funds, and structured-product activities.

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.

Candice Baumler is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2001. Outside of advising, she is involved in local business ventures including co-ownership of a restaurant and bar in Green Bay, Wisconsin, and serves as an assistant volleyball coach for a youth club. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver tailored, research-driven retirement income recommendations.

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.

Matthew Knable is a financial advisor with Primerica Advisors based in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers and operates with approximately $15.5 billion in assets under management.

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.