Joseph Bemis is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 13 years with Associated Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

James Ritchay Jr. is a financial advisor at Robert Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Robert Baird since 2011, following positions at Morgan Stanley and Citigroup Global Markets. In addition to his advisory role, he serves as a paid youth basketball referee with the Green Bay Officials Association. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning, portfolio management, and advisory services, supported by a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and proprietary research tools.

Trevor Zellmer is a financial advisor at Edward Jones in Suamico, WI, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Associated Investment Services, Inc., Midwest Professional Planners, Ltd, and Illinois State University, as well as experience outside finance with Double Z Trucking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Boyd Seidler is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and bringing 28 years of industry experience. His background includes over two decades with Waddell & Reed, Inc. and insurance agencies, as well as operating a tax preparation business. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Cynthia Schoen is a CFP® professional with 14 years of industry experience, currently with Robert W. Baird & Co. in Green Bay, WI, where she has worked since 2014. She holds Series 63 and Series 65 licenses. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Paul Bartolazzi is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management affiliate since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Daniel Holl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 29 years of industry experience. Holl has operated his own financial planning and support companies since 2013 and has been affiliated with Raymond James since 2008. Outside of advising, he is a partner in a rental real estate venture in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a non-discretionary approach tailored to client goals and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Katelyn Smith is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill, Associated Bank, and Merrill Lynch. Outside of her advisory role, she serves on the Executive Planning Committee for the American Cancer Society’s Coaches vs. Cancer Gala event at Lambeau Field. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that include portfolio management, financial planning, and brokerage services. The firm leverages a mix of in-house and third-party investment managers and offers tailored strategies based on each client's Advisory Risk Profile.

Cheryl Tibbs is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, she is involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies supported by third-party managers and custodians, operating at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, BMO Asset Management Corp., and M&I Investment Management Corp. Outside of his advisory work, he serves as a committee member of the Hunters Run Homeowners Association in Suamico, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial professionals.

Jordan Parkin is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones, Money Concepts Capital Corp., BMO Harris Bank, Marco Technologies LLC, and Quest Analytics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.

Lori Harris is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 15 years of industry experience. Her career includes roles at LPL Financial and BMO Harris Financial Advisors. She is based in Green Bay, WI. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate financial planning agreements.

Perri Desautel is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that utilize modeling techniques such as Monte Carlo simulations.

Terry Knutson is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Primerica Advisors since 2023 and has diverse work experience including roles as a driver for multiple delivery services and as a photographer for his own business, Knutson Digital Productions, as well as Blessed Treasures Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Philip Mattek is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch Pierce, Fenner & Smith. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Eric Kapla is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015, and previously worked at MSI Financial Services, Inc. from 2007 to 2011. Outside of his advisory role, he is a partner in two real estate-related business ventures in Green Bay, Wisconsin. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by firm-approved planning tools and investment research.

Lindsey Kabat is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 66 designations and having 19 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Outside of her advisory role, Kabat owns a restaurant and serves on the investment and finance committees of two nonprofit organizations. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations through customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional asset allocations and offers both discretionary and non-discretionary management options.

Lisa Knutson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She previously worked at J.P. Morgan Securities for 10 years and has been with both RBC Capital Markets and City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Bobbi Van Eperen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Benjamin Borchardt is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and having 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Borchardt serves as the vice president of the Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is slated to become the state president in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without offering implementation or portfolio management for institutional clients.