Kevin Baranczyk is a financial advisor with Morgan Stanley in Green Bay, WI, holding CFP® and ChFC® designations and with 28 years of industry experience. His career includes positions at Bmo Harris Financial Advisors and Bmo Harris Bank from 2012 to 2021, as well as LPL Financial before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, focusing on 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 that include both direct individual plans and corporate financial planning agreements.

Melanie Graff is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. She is currently with Morgan Stanley in Green Bay, WI, having held roles at Morgan Stanley Private Bank and Fidelity Brokerage Services, with a decade at Transamerica prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets and employing structured planning tools to support client goals.

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 27 years with Equitable Advisors and 21 years with Axa Advisors, Llc. He also operates a family trust under the DBA NexStep Financial Group LLC. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Lorri Cisler is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. Incorporated since 2012 and holds a Series 66 designation. She 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 services, including financial planning and discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nancy Loberger is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 63 designation and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer for the Green Bay Exchange Club, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Amelia Swehla is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. She previously worked at Exelon for seven years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ryan Freitag is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2010, based in Green Bay, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Luke Neubauer is a financial advisor with OSAIC Wealth Inc. based in Green Bay, WI. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at LPL Financial, Premier Community Bank, and OneAmerica Securities. OSAIC Wealth Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides brokerage and investment advisory services utilizing firm-provided asset-allocation tools, third-party managers, and offers both discretionary and non-discretionary portfolio management.

Scott Harrison is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He previously worked at RBS Securities Inc. for 14 years and was self-employed for three years. Outside of his advisory role, he is a passive investor in Affix Music LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, integrating both in-house and third-party investment managers to implement customized strategies.

Mark Capomaccio is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and City National Bank. Outside of his advisory work, he is involved in several private business ventures, including ownership in LLCs related to aircraft management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through discretionary and non-discretionary programs that utilize both in-house and third-party investment managers.

Melissa Barry is a Series 66 registered advisor with Robert W. Baird & Co., bringing 21 years of industry experience. She has been with Robert W. Baird & Co. for most of her career, with a brief tenure at Schaper, Benz & Wise Investment Counsel, Inc. from 2023 to 2024. Baird’s DDK Group, where Barry works, is part of the Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies supported by internal research and investment tools.

Christopher Clark is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Jonathon Dretzka is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. He is based in Green Bay, WI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of modeling, research, and algorithmic automation to support its advisory approach.

Lindsay Sorenson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked for over a decade at Hotchandani Laser Vein & Cosmetic Surgery and has also operated a part-time housekeeping business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Adam Madson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and SII Investments. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm employs multiple investment strategies and emphasizes manager selection and monitoring supported by internal research and technology.

Bethany Bouche is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at BayCare Health Systems and Shopko Stores Operating Co., LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model recommendations developed by unaffiliated asset managers and supported by discretionary portfolio management.

Christopher Jaworski is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he owns and operates a farm engaged in hay and grain sales and is involved in several community organizations, including serving as treasurer for local nonprofit groups and as a member of a town park commission. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cole Milton is a financial advisor at Edward Jones in De Pere, Wisconsin, holding a Series 66 designation with two years of industry experience. He has been with Edward Jones since 2023 and has prior experience working part-time as a server at Wild Tomato Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, overseeing approximately $1.01 trillion in assets under management.

Lloyd Leuthner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at LPL Financial, Girard Securities, and his own CPA practice. Outside of advising, he is a board member of Woodlawn Cemetery in Green Bay and works in tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to third-party money managers and various program structures.

Ashlyn Arett is a financial advisor at Morgan Stanley in Green Bay, WI, with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Outside of her advisory role, she is involved in the fitness industry as an employee of Pure Barre. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range 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 that encompass both financial planning and investment advisory through various channels.