Bobbi Van Eperen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Ryan Hale is a financial advisor with Edward Jones in Brillion, WI, holding Series 63 and Series 65 licenses. He has 21 years of industry experience, including 12 years with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over 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 more than 23,700 financial advisors.

Benjamin Borchardt is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and having 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Borchardt serves as the vice president of the Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is slated to become the state president in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without offering implementation or portfolio management for institutional clients.

Janine Amundson is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has held roles at Thrivent since 2023 and previously worked at U.S. Bancorp Investments and Associated Investment Services. Outside of finance, she owns a small business creating and selling paintings and has worked as a bartender and server at a golf lodge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes periodic plan reviews and offers clients the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Christelyn Bayerl is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding a Series 63 designation and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Nicholas Roth is a financial advisor with Ameriprise in Denmark, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise and its affiliate since 2013. Roth also owns and manages Roth Financial Group LLC, his own advisory business. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, emphasizing the use of Ameriprise-managed accounts.

Mark Piper is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Green Bay, WI office. Outside of his advisory role, he holds an ownership interest in MACJ LLC, a shared office expense entity. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Scott Arett is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 25 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee with power of attorney authority for certain investment-related transactions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment services.

Ross Johnson is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following roles at Huntington National Bank and Wells Fargo Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

Cordero Cornelious Barkley is a financial advisor at Morgan Stanley with Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he worked at TitletownTech Ventures LLC for seven years and Associated Bank N.A. for five years. He also serves as a board member of IVO Systems Inc., a construction and engineering firm, and is involved with the Fund for Wisconsin Scholars Inc., a nonprofit focused on youth education and hardship assistance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Charles Wilson is a financial advisor at Edward Jones with 22 years of industry experience. He has held his position at Edward Jones since 2003 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Price is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones and Bankers Life & Casualty. Price serves on the board of the Grin2B Foundation, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Kenneth Courts is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Courts is also the owner and manager of Courts Financial Strategies LLC, where he provides financial planning, retirement planning, asset management, and tax consulting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, third-party money managers, and multiple advisory platforms.

Allison Pamperin is a financial advisor with LPL Financial in Green Bay, WI, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2024, she worked at BMO Bank starting in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Steve Farone is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2025, following prior roles at Private Client Services, SII Investments, Inc., and Nicolet Advisory Services, LLC. Outside of his advisory work, he is involved in investment-related insurance sales through Zenith Marketing Corporation. 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 variety of services including financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Shawn Smith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and business continuation planning, with the option to combine planning with managed-account services under the WealthPlan program.

Jacob Williquette is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2015, currently working at Morgan Stanley Private Bank, N.A. since 2022. Williquette serves on the finance committees of two nonprofit organizations, Options for Independent Living and Goodwill NCW. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Gerald Gillespie is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Woodbury Financial Services, Sii Investments, and MassMutual. He is the managing member of Gillespie & Associates Financial Services LLC, where he analyzes and recommends life, disability, and long-term care insurance products, and he also presents corporate financial wellness seminars for businesses in Northeastern Wisconsin. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by a network of affiliated advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party services to manage portfolios across a variety of investment types.

Rachel Fletcher is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 credential and six years of industry experience. Prior to joining Morgan Stanley, she worked at Tender Hearts Assisted Living from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety 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 both directly and through corporate agreements.

Angela Reseburg is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Financial Planning & Information Services and SII Investments, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.