Adam Turnquist is a financial advisor with LPL Financial who holds Series 66 and Series 63 credentials and has 14 years of industry experience. He previously worked at Piper Jaffray & Co. for six years before joining LPL Financial in 2022. 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 broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Bauman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in managing portfolios and client relationships, offering advice in equity and fixed income investments, estate planning services, and life insurance planning. David works with families and businesses to develop personalized financial strategies aligned with their long-term goals, utilizing a goals-based approach and fee-based compensation model. David holds a Bachelor's degree from Lawrence University, a Juris Doctorate from the University of Wisconsin Law School, and a Master of Business Administration from the University of Wisconsin School of Business. He has earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Personal Investment Advisor (PIA) designations. His experience includes roles as a financial representative, investment manager, and wealth management advisor. He is actively involved in his community through board memberships with the Fox Valley Symphony Orchestra and the Neenah Rotary Foundation. David has been a member of the Rotary Club of Neenah since 2011 and serves on its Board of Directors. His personal interests include football, music, scuba diving, spending time with family, swimming, traveling, and watching movies.

Kurt Eaton is a CFP®-designated financial advisor with Edward Jones in Seymour, WI, where he has worked since 2009. He has 17 years of industry experience. Outside of advising, he is the owner of a local real estate business, South Main Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Rick Holewinski is a CFP® professional at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in business ownership through Black Diamond Enterprises, where he provides leadership and strategic direction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Feutz is a financial advisor with Ameriprise in Hobart, WI, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, he co-owns ChrisTina Group LLC, which holds private investments. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Steven Johnson is a financial advisor with Mass Mutual Investors Services in De Pere, WI. He holds the Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and also maintains roles with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he acts as an agent for individual life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Michael Marshall is a financial advisor with RBC Capital Markets in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked for Associated Investment Services, Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Thomas Jensen is a Series 66-licensed financial advisor with Merrill in Green Bay, WI, bringing four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lydia Brosig is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at EuroPharma Inc, Preble High School, and the Center for Business, Economics, & Analytics at St. Norbert College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Connie Behrendt is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entity Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and provides a broad range of investment, brokerage, and insurance solutions through affiliated entities.

Brannon Guyette is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill. He serves on the Board of Directors and as a committee member for Bellin College, contributing to its strategic direction and initiatives. 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 investment strategies through various advisory programs utilizing both in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and brokerage.

Kurtis Larson is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise and its predecessor firm since 2013 and served in the U.S. Army National Guard for 11 years. Larson is also involved with DP 380 LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a combination of proprietary research and third-party data.

Thomas Echelmeyer is a financial advisor at Edward Jones in Hobart, Wisconsin, with nine years of industry experience. He has held his current position at Edward Jones since 2016. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Montana Tillmann is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, Montana was affiliated with Ameriprise Financial Services LLC and worked at the University of Wisconsin Eau Claire. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm’s approach includes using proprietary research, third-party data, and algorithmic tools to address asset allocation and Social Security strategies, with enrollment criteria that require minimum investable assets and participation in its managed account programs.