Cheryl Le Mere is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she serves on the investment committee board for the Girl Scouts of the Northwestern Great Lakes and is a finance council member at St Joseph Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jayme McMahon is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Schutte is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He previously worked at BMO Harris Financial Advisors and LPL Financial. Outside of his advisory role, he serves on the board of the Fox Valley Veterans Council and volunteers with the Kaukauna Youth Baseball League. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions and employs firm-provided asset-allocation tools and third-party platforms to construct portfolios tailored to client risk profiles.

Robert O’Brien is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Corey Sherf is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and Nicolet National Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Amy Komis is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2019, with prior roles at Cuso Financial Services and Community First Credit Union. Komis is also associated with BMO Harris Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Mark Hilgendorf is a CFA® charterholder with 16 years of industry experience, currently with RBC Capital Markets. He has previously worked at Associated Trust Company and Kellogg Asset Management. Hilgendorf serves on the finance committee of the Community Foundation of North Central Wisconsin, advising on the investment account of the $90 million foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes both in-house and third-party managers and offers a range of programs to meet various advisory risk profiles.

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.

Derek Schanhofer is a CFP® professional with 29 years of industry experience, currently serving at Ameriprise since 2012. His background includes roles within Ameriprise Financial Services, Inc. He is involved in independent insurance brokering and holds board positions with MHO, Inc. and LALPOA. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

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.

Kelly Eisch is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. She is co-owner of DP380 LLC, through which she manages her Ameriprise advisory business. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Cassandra Rentmeester is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2017 and previously worked at Aspirus Keweenaw Hospital. Outside of her advisory role, she oversees a tax preparation business and is involved in health insurance continuity planning through separate ventures. Ameriprise offers retirement-income planning services focused on high-net-worth individuals, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.