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 at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Schutte is a CFP® with 16 years of industry experience, currently advising at Osaic Wealth Inc. He has held prior roles at LPL Financial, BMO Harris Financial Advisors, and Edward Jones. Outside of advising, Schutte serves on the board of the Fox Valley Veterans Council and volunteers with the Kaukauna Youth Baseball League. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides a range of programs such as financial planning, Unified Managed Accounts, and third-party money manager options.

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 possessing 29 years of industry experience. Her work history includes multiple tenures at LPL Financial as well as roles at BMO Harris Bank, Cuso Financial Services, Community First Credit Union, and Ifmg Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 with J.P. Morgan Securities in Green Bay, WI, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Hayes held various roles including positions at American Foods Group, East Side Dock and Life LLC, DoorDash, Walmart, and Festival Foods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a structured, research-supported advisory process.

Christian Neuville is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 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 also operates a separate business under the DBA Voyageur Financial Group LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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 30 years of industry experience, currently advising clients at Ameriprise Financial Services, LLC since 2020. His prior experience includes roles at Cetera Wealth Services, LLC and Mass Mutual Investors Services. Outside of his advisory work, he serves on the boards of MHO, Inc. and LALPOA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

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.

Christopher Kwilinski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Kwilinski has been with various Raymond James entities since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced modeling tools, while also supporting municipal finance through a unique affiliation with a municipal advisor.

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 conducts due diligence on the team's investment strategies and portfolios. Justus has been recognized as a member of the RH Group Wealth Management team's inclusion in the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. He began his career in the financial services industry in 2003 as an Investment Analyst specializing in corporate bonds at a Fortune 100 company. Justus earned the Chartered Financial Analyst® (CFA®) designation in 2006 and holds additional professional designations 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 his professional career, Justus serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. He enjoys spending time with his wife, Katie, and their two sons, Xavier and Ethan, including weekends in Door County, traveling, and supporting the Packers. His personal interests also include cooking, football, music, and reading.

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 financial advisor with J.P. Morgan Securities in Green Bay, WI, holding a Series 66 designation and 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporates an ESG framework, and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Jeffrey Kinziger is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2009, following nine years at Citigroup Global Markets. Baird’s Private Wealth Management department, including the DDK Group where Kinziger is based, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing manager-traded and model-traded strategies, tax management, and proprietary research tools.