John Guyette is a Series 63-licensed financial advisor with Edward Jones in Green Bay, WI, and has 23 years of industry experience. He has been with Edward Jones since 2003. 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 large network of financial advisors and branch offices.

Shawn Smith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and business continuation planning, with the option to combine planning with managed-account services under the WealthPlan program.

Jacob Williquette is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2015, currently working at Morgan Stanley Private Bank, N.A. since 2022. Williquette serves on the finance committees of two nonprofit organizations, Options for Independent Living and Goodwill NCW. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Gerald Gillespie is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Woodbury Financial Services, Sii Investments, and MassMutual. He is the managing member of Gillespie & Associates Financial Services LLC, where he analyzes and recommends life, disability, and long-term care insurance products, and he also presents corporate financial wellness seminars for businesses in Northeastern Wisconsin. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by a network of affiliated advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party services to manage portfolios across a variety of investment types.

Rachel Fletcher is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 credential and six years of industry experience. Prior to joining Morgan Stanley, she worked at Tender Hearts Assisted Living from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety 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 both directly and through corporate agreements.

Angela Reseburg is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Financial Planning & Information Services and SII Investments, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jared Wruck is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel since 2010 and holds the Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Jodi Reuss is a financial advisor with Edward Jones in Green Bay, WI, holding Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and trust services.

Josie Streicher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked at Bankers Life and Casualty and has experience in the hospitality sector. She also operates a business under the name Voyageur Financial Group, LLC. Equitable Advisors serves a broad client base, including individual investors, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a variety of investment programs and third-party managers to tailor solutions based on clients’ risk tolerance and needs.

David Wendland is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He participates in community activities through his roles on the finance and tuition assistance committees at Fox Valley Lutheran High School in Appleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a substantial network of financial advisors and branches nationwide.

David Lenius is a financial advisor at LPL Financial in Green Bay, WI, holding CFP® and ChFC® designations with 36 years of industry experience. His career includes positions at Woodbury Financial Services and OSAIC, and he has operated Lenius Financial Services since 2006. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and more. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, combining a large advisory network with diverse financial products and operational tools.

Michael Madson is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2007 and has 19 years of industry experience. Prior to Equitable Advisors, he was affiliated with AXA Advisors, LLC. Outside of his advisory role, Madson serves on the board of the Oneida Golf and Country Club and is involved in several investment partnerships and business ventures. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm employs a model-based investment approach utilizing third-party managers and does not sponsor its own wrap fee program.

Vladimir Blazek is a financial advisor with Equitable Advisors in De Pere, WI. He holds a Series 66 designation and joined Equitable Advisors in 2026. Prior to his current role, he has held various positions including at Allen Lund Company and Express Employment Professionals. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them with advisory models implemented by third-party managers or discretionary portfolio advisors.

Jeffrey Puissant is a financial advisor with Robert W. Baird & Co. in Shawano, Wisconsin, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he serves as an advisor to the Howard Suamico Education Foundation, managing the foundation’s assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and brokerage services, utilizing a range of investment strategies and manager options to meet diverse client goals and risk tolerances.

Hans Anderson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and is currently with Morgan Stanley Private Bank, N.A. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Renee Brusky is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at LPL Financial and spent nearly a decade at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, Renee volunteers as a part-time organist at St. John’s Lutheran Church in Green Valley and serves as a committee member for the Shawano County Humane Society as well as Treasurer for United Way of Shawano County. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jessica Alcorn is a financial advisor with RBC Capital Markets located in Green Bay, WI. She holds the Series 66 designation and has 20 years of industry experience. Her prior work includes ten years at J.P. Morgan Securities and her current tenure at City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Todd Gerbig is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc and Sii Investments. Outside of advising, he is involved as a landowner in a shared cabin LLC and manages a seasonal rental property. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a wide range of financial planning and investment advisory services through a large network of affiliated advisers and employs a multi-platform approach with access to third-party money managers and automated portfolio management tools.

Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.

Amanda Hanley is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Raymond James Financial in Green Bay, WI, and previously worked at Commonwealth Financial Network and Thrivent Investment Management. Outside of advising, she serves as a Notary Public and operates a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and investment consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.