Melissa Hartzheim is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been employed at Edward Jones since 2016. Outside of her advisory role, she owns and operates The Hartzy Haven, a small business focused on creating and selling art pieces including acrylic paintings, ceramic coasters, and wood décor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kal Overlien is a financial advisor with Edward Jones in De Pere, Wisconsin, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Sullivan is a financial advisor with Osaic Wealth, Inc. in Green Bay, WI. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Stifel and various roles outside the financial industry. He also serves as a Wisconsin Public Notary Agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Kyle Laubenstein is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Daniel Glinski is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2007, with a brief period of unemployment from 2021 to 2022. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a process supported by algorithmic automation and oversight, primarily serving clients with assets in Ameriprise-managed accounts.

Kyle Lukowitz is a financial advisor at Edward Jones in Kimberly, WI, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Wendland is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in education for over a decade at Fox Valley Lutheran High School and St. Croix Lutheran Academy. He is also pursuing involvement as a youth and high school basketball official in Appleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Timothy Benes is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ann Jahnke is a financial advisor at RBC Capital Markets with 27 years of industry experience. She has held positions at Merrill from 1995 to 2019 before joining RBC Capital Markets in 2019. Jahnke holds the Series 66 designation and is based in Green Bay, WI. 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 multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Stacy Gonnering is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Thrivent-affiliated firms since 2007, including her current role at Thrivent Financial since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option while maintaining separation between planning and portfolio management services.

Daniel Cape is a financial advisor with Raymond James Financial in Green Bay, WI, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Raymond James since 2017 and previously worked with the United States Soccer Federation. Outside of his advisory work, he and his wife provide treatment-level foster care through a nonprofit contracted by the county. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs fact-finding and risk-profiling tools to tailor non-discretionary planning and consulting services aligned with client goals.

Randy West Jr. is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at JJB Hilliard W.L. Lyons LLC and Edward Jones. 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 consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Adam Wetli is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 credential and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Kletti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company, where he has worked since 2016. Outside of finance, he is a part owner of Appleton Beer Factory, a restaurant and bar where he is involved in marketing and brewing activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software for goal analysis and delivering written recommendations without discretionary investment authority.

Laura Mossakowski is a CFP® with 25 years of experience in the financial services industry. She has been with LPL Financial since 2009 and has also worked as a self-employed advisor since 2001. Mossakowski serves as president of the Laura and Peter Mossakowski Family Dog Park committee and is a board member of the Green Bay Area Public School Education Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and various investment strategies.

Gregory Cissell is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Caterpillar and service in the US Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Tyler Schumacher is a financial advisor at Ameriprise in De Pere, WI, with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms, including Northwestern Mutual and David Hesse. Outside of his advisory role, he is employed with Tambourine Operational Support LLC, where he manages an advisory 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 retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Derek Bohm is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a council member for The Salvation Army of Greater Green Bay, assisting with fundraising initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide comprehensive portfolio management and financial planning services.

John Kadletz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and owns Kadletz Wealth Management, LLC, which he has operated since 2012. Outside of advisory work, he owns Full Throttle Development, LLC, a real estate business, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures, supported by over $256 billion in assets under management.

Kathleen Gude is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and eight years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025, as well as previous positions at Regional Finance and Advance America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with more than 14,000 advisors, offering both brokerage and advisory solutions.