Lukas Van Lankvelt is a financial advisor at Morgan Stanley in Green Bay, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at BLC Community Bank for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and scenario modeling.

Bobbi Sue Smits is a financial advisor at Edward Jones in De Pere, WI, holding a Series 66 credential with 22 years of industry experience. She has worked exclusively at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Priest is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he serves on the finance committee of St. Thomas Episcopal Church. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodology from its Investment Strategy Group, offering asset allocation and planning analyses to inform client decisions.

Tami Pelischek is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018, prior to which she worked in retail at Mattress Firm. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice. The firm’s retirement income approach utilizes proprietary analysis and third-party data to guide asset allocation and withdrawal strategies within a defined investment framework.

Keith Neumann is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than 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 over 23,700 advisors and 15,100 branch offices.

Rick Groeschl is a financial advisor with Ameriprise in Depere, WI, holding a Series 63 designation and 37 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is president of several businesses related to health insurance solutions, tax preparation, and continuity planning. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Macgrath is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Osaic in 2024, Macgrath worked at Woodbury Financial Services Inc. for seven years and SII Investments, Inc. for six years. He is also president of Private Wealth Management Group, an LLC focused on comprehensive special needs planning for families with individuals who have a disability. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio construction tools and access to third-party money managers.

Craig Siminski is a financial advisor with OSAIC in Green Bay, WI, holding CFP®, Series 63, and Series 65 designations and bringing 27 years of industry experience. He previously worked at Sagepoint Financial Advisors for 12 years and Ohio National Financial Services for 10 years. Siminski hosts a live radio show on Relevant Radio-AM 1050 in Green Bay four times a year. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alisa Lamal is a CFP® and Series 66-registered financial advisor with two years of industry experience. She is currently with Cetera and also serves as a financial professional at Kadletz Wealth Management. In addition to her advisory work, she holds a notary public commission. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Maximilian Roth is a financial advisor at Ameriprise with 49 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 1977. Outside of advising, he serves on the board of directors for Woodside and participates in finance committees for local community organizations and a family business consulting on concession planning. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides annual financial planning and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Natalie Rebman is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. She also has experience working with Jupiter Christian School and a private advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

James Hayes is a financial advisor with J.P. Morgan Securities in Green Bay, WI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kyle Santos is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and one year of industry experience. He serves as an assistant defensive coach for linebackers at St. Norbert College football and works as a performance coach focused on strength, speed, and conditioning through ETS Performance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Donald Murray is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Edward Jones in Green Bay, WI since 2009. 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 discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Jeffrey Lenz is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Chad Klaubauf is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 license and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Corey Coonen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with Morgan Stanley since 2007 and has been part of Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with the Knights of Columbus in Madison, Wisconsin, a fraternal organization engaged in disaster relief and youth assistance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored planning agreements.

Kassie Soulek is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Soulek is also a sales representative for Guardian Life, specializing in Funeral Trusts as part of estate planning. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs advanced asset-allocation tools and supports a variety of managed account solutions, with a platform built from multiple mergers and extensive third-party partnerships.

Derek Johnson is a financial advisor at Ameriprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities before joining Ameriprise. Outside of his advisory role, he manages a separate advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Luke Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked in various roles including property services and university housing before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.