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.

Henry Koehne III is a CFP® professional with 18 years of industry experience, currently serving at Cetera since 2021. His prior roles include seven years at VOYA Financial Advisors and operating his own tax and wealth management firms. Outside of his advisory work, he is involved in accounting and tax services through Koehne Accounting & Tax Solutions LLC and acts as an independent insurance agent. He also participates in wetlands preservation and farmland rental activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions with a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Lee Schram is a Series 66-licensed financial advisor with Edward Jones in Suamico, WI. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 strategies supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Charlie Rotherham is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Elite Group and Nicolet Wealth Management and spent time in education. Outside of his advisory role, he serves on the finance committee for the CP Center and holds a minority partnership in The Elite Group, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Jacob Crosby is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He has held roles at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, BMO Harris Bank, and Schreiber Foods Inc. Outside of his advisory work, Crosby is a fitness instructor with Bode Central in Green Bay, WI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, with a focus on manager selection, internal research, and the use of technology such as artificial intelligence in client advice.

Evan Watzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Raymond James Financial Services and Belmark Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Diestler is a CFP® professional with 35 years of industry experience, currently with Ameriprise since 2005. Based in Green Bay, WI, Diestler has held roles at Ameriprise Financial Services, Inc. and Ameriprise, focusing on financial advisory services. Outside of advising, Diestler is involved in business ownership related to executive suites through KC Capital Ventures, LLC. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that integrates research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jerrad Radocay is a Series 66-licensed financial advisor with Thrivent Investment Management in Green Bay, WI, where he has worked since 2018. He has seven years of industry experience and previously held roles with the Green Bay Packers and the Wisconsin Timber Rattlers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed accounts and emphasizes holistic analysis without discretionary trading authority for its planning service.

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.

Scott Burnoski is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has 12 years of industry experience, with prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and Starz Academy. Burnoski also serves as a varsity wide receivers football coach at Preble High School in Green Bay, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Craig is a CFP® professional with 23 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at Commonwealth Financial Network, Wintrust Investments, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is involved with Financial Consulting Services, Inc., a non-investment-related business based in Green Bay, WI. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Karl Casper is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Casper is involved in sales of home security and automation products through affiliated companies and owns KLC Associates Inc., which serves Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating portfolio implementation to BNY Mellon Advisors.

Adam Katch is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Private Client Services, and SII Investments, Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Maxwell Gallagher is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies that address clients' diverse needs. He focuses on family wealth management, personal retirement planning, tax minimization, and retirement income, aiming to develop tailored approaches that align with clients' short-, mid-, and long-term goals. With a Bachelor's Degree from Marquette University and the Professional Investment Advisor (PIA) designation, Maxwell brings a disciplined and client-focused approach to financial advising. He works closely with clients to define their objectives and adapts portfolio strategies as their situations evolve, ensuring ongoing guidance and support. Outside of his professional duties, Maxwell is involved in the Greater Green Bay Chamber and serves on the New Leaf Prep Academy Board. His personal interests include boating, fishing, football, golfing, hunting, ice hockey, music, photography, spending time with family, and woodworking.

Eric Gohr is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2021. Outside of his advisory role, he is a part owner of Gohr Dairy LLC, a dairy farm in Krakow, WI, where he is actively involved. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Devin Ziegler is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has held various positions including coaching youth volleyball, where he works with 17-18 year old boys. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning with managed accounts through a consolidated billing option called “WealthPlan.”

James Koetting is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has six years of industry experience. Prior to joining Raymond James, he worked at Strategic Financial Group and Ameriprise Financial Services. Outside of his advisory role, Koetting serves on the boards of MHO, Inc., a charitable organization, and Ashwaubenon Youth Baseball, where he is involved in organizing tournaments, and also works as an event hall bartender. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and promotes implementation through various advisory programs, supporting a broad network of advisors and affiliated firms.

Danielle Czarapata is a Series 63-licensed financial advisor at Ameriprise in Green Bay, WI, with 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is employed at Tambourine Operational Support LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by dedicated committees.

Jason Puyleart is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Fox Valley Golf Club and CONNECT, powered by American Family Insurance. Outside of advising, he owns Bones Indoor Golf, a retail business in De Pere, WI. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored retirement income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Jack Ritchay is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Baird since 2022. His prior experience includes roles at RSM US LLP, Schreiber Foods, Schneider National, and the University of St. Thomas. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers, and provides a mix of traditional and complex investment strategies alongside municipal advisory and public finance services.