Collin Goldschmidt is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, Llc. Outside of advising, he is a partner in Voyageur Financial Group, LLC, and serves as secretary for the Mason Ridge Homeowners Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a range of investment models, often implemented through third-party managers, and offers ERISA fiduciary services for qualified plans.

Samuel Timmerman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2017. Outside of his advisory role, he owns and operates a business selling collectibles and video games. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Lyndsey Doro is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She currently holds associate and advisor trainee roles at Cape Wealth Advisors LLC and Lake Edge Wealth Advisors LLC. Her prior experience includes various roles at Raymond James Financial Services Advisors, Inc., and Cape Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports specialized municipal and public-finance work as well as SIMPLE IRA employer advisory programs.

James Grasee is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a real estate holding company, Poppy Seed Properties, LLC. 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 options. The firm operates a large network of advisors and branch offices and offers fiduciary-standard services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Taicher is a financial advisor at Equitable Advisors with 14 years of industry experience. He has worked at Equitable Advisors since 2012 and was previously associated with Axa Advisors. Outside of his advisory role, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

Anthony Tremblay is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise Financial and has experience in the hospitality and service industries, including managing Mackinaws Grill and Spirits. Tremblay also operates Laura Mossakowski, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Jeanne Wolf is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. She previously worked at SagePoint Financial from 2014 to 2023. Wolf serves on the advisory board of Mission Guides International, an organization that supports Christian mission trips domestically and abroad. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and multiple platforms.

Thomas Wedige is a financial advisor with Equitable Advisors and holds the Series 63 and Series 65 credentials. He has 41 years of industry experience, including 27 years with Equitable Advisors and 21 years with AXA Advisors. He serves as a trustee and chairman of the finance, investment, and audit committee at the College of Saint Scholastica. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party sponsors and proprietary solutions.

Ethan Hoops is a financial advisor with Wells Fargo Clearing in Green Bay, WI. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2025. Prior to his current role, he worked at the University of Wisconsin Eau Claire and the De Pere School District. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephanie Rapcan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She previously worked at Fidelity Investments, The Prudential Insurance Company of America, Ameriprise Financial Services, Inc., and several other financial firms. Rapcan is based in Kewaunee, Wisconsin. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning and consulting through various programs with a focus on tailored, non-discretionary advisory relationships.

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.

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.

Kathleen Gude is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Kathleen has also worked at Regional Finance and Advance America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large network of over 14,000 advisors and manages roughly $671 billion in assets, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory principles in its investment approach.

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.

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.

Daniel Retzlaff is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been employed by Wells Fargo Bank, NA since 2014. Outside of his advisory role, he is an associate with ID LIFE, a health and nutrition product sales business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Kenneth Arendt is a financial advisor with Thrivent Investment Management in Luxemburg, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial For Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.

Nicholas Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to that, he worked at Bailey's Harbor Fish Company for one year. 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 and offers a broad range of brokerage and advisory solutions.

Evan Heim is a financial advisor at Osaic Wealth Inc. with one year of industry experience and a Series 66 designation. His prior work includes roles with Wolf Financial Services LLC, the United States Football League, and the Detroit Lions. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services alongside financial planning and consulting. The firm employs asset-allocation tools and third-party managed-account solutions to construct diversified portfolios tailored to client risk tolerance and investment preferences.