Adam Borths is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Raymond James Financial Services and ZK Financial Group. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Lagowski is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2019, and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

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.

Marsha Walls is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. She holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 17 years at Woodbury Financial Services INC prior to joining Osaic in 2024. Outside of her advisory role, Walls owns Walls Wealth Design, LLC, assisting clients with insurance and investment needs, and sells crafts at local fairs as a hobby. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and can be managed on discretionary or non-discretionary bases.

Wael Rashidi is a financial advisor with RBC Capital Markets in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and has 26 years of industry experience. He previously worked at Associated Investment Services, Inc. for 15 years before joining RBC in 2021. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles. The firm utilizes both in-house and third-party managers and provides services that include financial planning, custody, and brokerage.

Mark Tumpach is a CFA® charterholder with 16 years of industry experience. He is currently with RBC Capital Markets and previously held roles at Associated Trust Company and Kellogg Asset Management. Outside of his advisory work, he has served as a Brown County Board Supervisor. 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 portfolio management and advisory services through various programs, combining in-house and third-party managers with flexible investment and administrative options.

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.

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.

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.

Mitchell Groeschl is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Morgan Stanley in various capacities since 2016. Outside of his advisory role, he is a co-owner of DP 380 LLC, where he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

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.

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.

David Tilkens is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior firms include Merrill and Bank of America. Outside of his advisory role, he is involved in a commercial real estate partnership that includes property maintenance. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering tailored portfolio management and financial planning services through various advisory programs and a combination of in-house and third-party investment managers.

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.

Eric Friedland is a financial advisor with Edward Jones in Green Bay, WI. He holds a Series 66 designation and has six years of industry experience, including roles at Associated Bank prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Lucas Calawerts is a Senior Financial Advisor at Merrill Lynch Wealth Management with 10 years of experience managing financial plans and cash flow strategies for families and businesses nationwide. He leads a team that includes two advisors and two full-time support staff, collectively bringing 60 years of experience to serving clients' diverse financial needs. Lucas specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income planning, portfolio management, individual and corporate investment strategies, and tax minimization. He emphasizes helping clients understand their investments and retirement income plans through structured conversations about ‘‘Buckets, Growth & Cushion,’’ focusing on clear and effective financial guidance. He holds a Bachelor's Degree from Marquette University and the Professional Investment Advisor (PIA) designation. Outside of his professional work, Lucas enjoys football, golfing, traveling, and spending time with his family, including his two daughters. He is also involved in community activities, including volunteering at The Automobile Gallery in Green Bay.

Mikal Anschutz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Thrivent in 2022, he worked at Northwestern Mutual from 2017 to 2022 and Regions Bank from 2016 to 2017. He is based in Green Bay, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s approach emphasizes comprehensive planning across various financial topics and allows clients to combine planning with managed-account services through a consolidated billing option.

Terry Rentmeester is a financial advisor at RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 66 credentials with 34 years of industry experience. He previously worked at Merrill from 1990 to 2020 before joining RBC Capital Markets in 2020. Rentmeester serves on the Brown County Board of Supervisors, attending monthly evening meetings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Robert Pratel Jr. is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 credential and 14 years of industry experience. His previous roles include positions at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is an owner of Northsea47, LLC, which holds ownership of two planes, including one used for charter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers integrated features such as tax management and responsible investing screens.