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.

Christian Neuville is a financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at the University of Wisconsin - Eau Claire, Menard, Inc., StoneRidge Piggly Wiggly, and De Pere High School. He holds Series 63 and Series 65 licenses and operates a DBA under Voyageur Financial Group LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Nola Leuthner is a financial advisor with Cetera, holding a Series 63 designation and over 41 years of industry experience. Her career includes long tenures at Girard Securities, LPL Financial, and Cetera-affiliated firms. In addition to her advisory work, she serves as an election observer and poll worker in Brown County, Wisconsin. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures.

Richard Zuehlke is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has managed and operated the Zuehlke Karcz Financial Group since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients, employing tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm also offers specialized programs including wrap-fee advisory services and municipal advisory support.

Karen De Baker is a CFP®-certified financial advisor with 11 years of industry experience, currently with Ameriprise since 2024. She previously worked at Raymond James Financial Services and Edward Jones. Outside of advising, she is co-owner of Knotted Chain, LLC, a retail business in Suamico, WI. Ameriprise offers retirement-income planning services tailored to clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Christopher Kwilinski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Kwilinski has been with various Raymond James entities since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced modeling tools, while also supporting municipal finance through a unique affiliation with a municipal advisor.

Charles Nickel is a financial advisor with Merrill in Green Bay, WI, holding a Series 66 designation and 27 years of industry experience. He has worked at Merrill since 1998 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a general partner and managing member of JC Land Development LLC, a personal storage rental business. 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, retirement plans, corporations, and charitable organizations.

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on identifying and matching client goals with appropriate financial strategies, and performs due diligence of all the team’s investment strategies and portfolios. Justus began his career in financial services in 2003 at a Fortune 100 company, working as an Investment Analyst specializing in corporate bonds. He earned the Chartered Financial Analyst (CFA) designation in 2006 and holds additional professional certifications including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of work, Justus enjoys cooking, football, music, reading, traveling, and spending time with his wife Katie and their two boys, Xavier and Ethan. They enjoy weekends in Door County and cheering on the Packers. He currently serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County.

Jeffrey Altenhof is a Series 66 registered advisor with Morgan Stanley in Green Bay, WI, bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor of a rental property in Kaneohe, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling in its financial planning process.

Grace Honnef is a Series 66-licensed financial advisor with J.P. Morgan Securities in Green Bay, WI, with 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Kinziger is a financial advisor with Robert W. Baird & Co. in De Pere, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is involved as an owner and member in real estate ventures. 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 financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments and overlay services, as well as municipal advisory and public finance capabilities.

Lukas Van Lankvelt is a financial advisor at Morgan Stanley in Green Bay, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at BLC Community Bank for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 the use of firm-approved tools and scenario modeling.

David Priest is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he serves on the finance committee of St. Thomas Episcopal Church. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodology from its Investment Strategy Group, offering asset allocation and planning analyses to inform client decisions.

Tami Pelischek is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018, prior to which she worked in retail at Mattress Firm. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice. The firm’s retirement income approach utilizes proprietary analysis and third-party data to guide asset allocation and withdrawal strategies within a defined investment framework.

Keith Neumann is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,100 branch offices.

Patrick Macgrath is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Osaic in 2024, Macgrath worked at Woodbury Financial Services Inc. for seven years and SII Investments, Inc. for six years. He is also president of Private Wealth Management Group, an LLC focused on comprehensive special needs planning for families with individuals who have a disability. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio construction tools and access to third-party money managers.

Craig Siminski is a financial advisor with OSAIC in Green Bay, WI, holding CFP®, Series 63, and Series 65 designations and bringing 27 years of industry experience. He previously worked at Sagepoint Financial Advisors for 12 years and Ohio National Financial Services for 10 years. Siminski hosts a live radio show on Relevant Radio-AM 1050 in Green Bay four times a year. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alisa Lamal is a CFP® and Series 66-registered financial advisor with two years of industry experience. She is currently with Cetera and also serves as a financial professional at Kadletz Wealth Management. In addition to her advisory work, she holds a notary public commission. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Natalie Rebman is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. She also has experience working with Jupiter Christian School and a private advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

James Hayes is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.