Evan Friendshuh is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Plante Moran and spent four years at the University of Wisconsin - Madison, along with fourteen years at the Howard Suamico School District. 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 reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Lloyd Leuthner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at LPL Financial, Girard Securities, and his own CPA practice. Outside of advising, he is a board member of Woodlawn Cemetery in Green Bay and works in tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to third-party money managers and various program structures.

Ashlyn Arett is a financial advisor at Morgan Stanley in Green Bay, WI, with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Outside of her advisory role, she is involved in the fitness industry as an employee of Pure Barre. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both financial planning and investment advisory through various channels.

William La Belle is a financial advisor with Edward Jones in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2017, he worked for Prudential Insurance Company of America and PRUCO Securities, LLC from 2006 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Bull is a financial advisor with Morgan Stanley Wealth Management based in Green Bay, WI. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and resources.

Michelle Piontek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, currently serving clients through Morgan Stanley Wealth Management in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mary Wetzel is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at Associated Bank for over three decades and has managed a distribution business for regional grocery stores. Wetzel is also involved with the Shawano County Chamber of Commerce as a committee member. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment needs.

Joseph Bemis is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 13 years with Associated Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Kelly Eichman is a financial advisor at Ameriprise with 21 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Eichman holds a Series 66 designation and is based in Neenah, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets in Ameriprise-managed accounts.

James Ritchay Jr. is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Baird since 2011. Outside of his advisory work, he serves as a paid referee for youth basketball through the Green Bay Officials Association. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance capabilities.

Michael Winter is a CFP®-designated financial advisor with Edward Jones in De Pere, WI, where he has worked since 2018. He has eight years of industry experience, including prior roles at Associated Bank and as a security screener for Packerland Aviation LLC, where he assisted with airline security screening for NFL players departing from Lambeau Field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm operates a nationwide network of advisors and branches and offers fiduciary services alongside capabilities such as trust administration and securities-based lending.

Trevor Zellmer is a financial advisor at Edward Jones in Suamico, WI, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Associated Investment Services, Inc., Midwest Professional Planners, Ltd, and Illinois State University, as well as experience outside finance with Double Z Trucking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Cynthia Schoen is a CFP® professional with 14 years of industry experience, currently with Robert W. Baird & Co. in Green Bay, WI, where she has worked since 2014. She holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Paul Bartolazzi is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management affiliate since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Katelyn Smith is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill, Associated Bank, and Merrill Lynch. Outside of her advisory role, she serves on the Executive Planning Committee for the American Cancer Society’s Coaches vs. Cancer Gala event at Lambeau Field. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that include portfolio management, financial planning, and brokerage services. The firm leverages a mix of in-house and third-party investment managers and offers tailored strategies based on each client's Advisory Risk Profile.

Cheryl Tibbs is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, she is involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies supported by third-party managers and custodians, operating at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

James Johnson is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for ten years at Penske Mercedes-Benz of West Covina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, BMO Asset Management Corp., and M&I Investment Management Corp. Outside of his advisory work, he serves as a committee member of the Hunters Run Homeowners Association in Suamico, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial professionals.

Jordan Parkin is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones, Money Concepts Capital Corp., BMO Harris Bank, Marco Technologies LLC, and Quest Analytics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.

Lori Harris is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 15 years of industry experience. Her career includes roles at LPL Financial and BMO Harris Financial Advisors. She is based in Green Bay, WI. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate financial planning agreements.