Connie Behrendt is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entity Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and provides a broad range of investment, brokerage, and insurance solutions through affiliated entities.

Brannon Guyette is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill. He serves on the Board of Directors and as a committee member for Bellin College, contributing to its strategic direction and initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs utilizing both in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and brokerage.

Alyssa Helmrick is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc., and Auto-Owners Insurance. She has also worked in educational settings, including the University of Wisconsin-La Crosse and the Seymour Community School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Kristyn Mcneill is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Schenck Wealth Advisory. Outside of her advisory role, she is involved with Get Together LLC, an entertainment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kurtis Larson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has served in the U.S. Army National Guard for 11 years. Larson also manages an advisory business through DP 380 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicole Mooren is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Mooren is based in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.