Donald Murray is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Edward Jones in Green Bay, WI since 2009. 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, overlay and tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Jeffrey Lenz is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Chad Klaubauf is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 license and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Corey Coonen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with Morgan Stanley since 2007 and has been part of Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with the Knights of Columbus in Madison, Wisconsin, a fraternal organization engaged in disaster relief and youth assistance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored planning agreements.

Kassie Soulek is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Soulek is also a sales representative for Guardian Life, specializing in Funeral Trusts as part of estate planning. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs advanced asset-allocation tools and supports a variety of managed account solutions, with a platform built from multiple mergers and extensive third-party partnerships.

Alexa Blasczyk is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at KPMG. Outside of her advisory role, she teaches fitness classes at Total Fitness in Shawano, WI. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Matthew Steffeck is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and 10 years of industry experience. His prior work history includes roles at Schneider National and earlier positions within Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and written recommendations on a broad range of financial topics. The firm provides planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Scott Webster is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at SagePoint Financial Advisors for 12 years before joining LPL Financial in 2011. He also operates a separate financial services business for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs, financial planning services, and brokerage options supported by in-house and third-party research.

Daniel Retzlaff is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been employed by Wells Fargo Bank, NA since 2014. Outside of his advisory role, he is an associate with ID LIFE, a health and nutrition product sales business. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Henry Koehne III is a CFP® professional with 18 years of industry experience, currently serving at Cetera since 2021. His prior roles include seven years at VOYA Financial Advisors and operating his own tax and wealth management firms. Outside of his advisory work, he is involved in accounting and tax services through Koehne Accounting & Tax Solutions LLC and acts as an independent insurance agent. He also participates in wetlands preservation and farmland rental activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions with a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Lee Schram is a Series 66-licensed financial advisor with Edward Jones in Suamico, WI. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Charlie Rotherham is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Elite Group and Nicolet Wealth Management and spent time in education. Outside of his advisory role, he serves on the finance committee for the CP Center and holds a minority partnership in The Elite Group, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Jacob Crosby is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He has held roles at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, BMO Harris Bank, and Schreiber Foods Inc. Outside of his advisory work, Crosby is a fitness instructor with Bode Central in Green Bay, WI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, with a focus on manager selection, internal research, and the use of technology such as artificial intelligence in client advice.

Evan Watzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Raymond James Financial Services and Belmark Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Diestler is a CFP® professional with 35 years of industry experience, currently with Ameriprise since 2005. Based in Green Bay, WI, Diestler has held roles at Ameriprise Financial Services, Inc. and Ameriprise, focusing on financial advisory services. Outside of advising, Diestler is involved in business ownership related to executive suites through KC Capital Ventures, LLC. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that integrates research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jerrad Radocay is a Series 66-licensed financial advisor with Thrivent Investment Management in Green Bay, WI, where he has worked since 2018. He has seven years of industry experience and previously held roles with the Green Bay Packers and the Wisconsin Timber Rattlers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed accounts and emphasizes holistic analysis without discretionary trading authority for its planning service.

Nicholas Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to that, he worked at Bailey's Harbor Fish Company for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Scott Burnoski is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has 12 years of industry experience, with prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and Starz Academy. Burnoski also serves as a varsity wide receivers football coach at Preble High School in Green Bay, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Craig is a CFP® professional with 23 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at Commonwealth Financial Network, Wintrust Investments, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is involved with Financial Consulting Services, Inc., a non-investment-related business based in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Karl Casper is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Casper is involved in sales of home security and automation products through affiliated companies and owns KLC Associates Inc., which serves Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating portfolio implementation to BNY Mellon Advisors.