Kassie Soulek is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Soulek is also a sales representative for Guardian Life, specializing in Funeral Trusts as part of estate planning. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs advanced asset-allocation tools and supports a variety of managed account solutions, with a platform built from multiple mergers and extensive third-party partnerships.

Derek Johnson is a financial advisor at Ameriprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities before joining Ameriprise. Outside of his advisory role, he manages a separate advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Luke Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked in various roles including property services and university housing before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Alexa Blasczyk is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at KPMG. Outside of her advisory role, she teaches fitness classes at Total Fitness in Shawano, WI. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Matthew Steffeck is a Series 66-registered financial advisor with 11 years of industry experience. He has worked at Thrivent Investment Management since 2014, including its earlier iteration as THRIVENT Financial, and also spent time at Schneider National. He is currently based in Green Bay, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple topics, allowing clients to combine planning with managed-account services while maintaining separate billing and oversight.

Scott Webster is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SagePoint Financial Advisors and Edward Jones. Outside of his advisory role, Webster is involved with SA Webster Financial Services SC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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. He previously worked at VOYA Financial Advisors for seven years and also operates Koehne Accounting & Tax Solutions, providing tax and accounting services. Additionally, he is involved in wetlands preservation and farmland rentals through related family entities. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide. It offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients, with a multi-manager platform that includes both affiliated and third-party investment options.

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 in Green Bay, WI, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory work, he serves as the varsity wide receivers football coach at Preble High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 helping individuals and families navigate complex financial decisions. He works closely with clients to understand their priorities and develop strategies that address short-, mid-, and long-term goals. Maxwell provides guidance on a range of financial matters including investing, retirement planning, tax minimization, and retirement income, and can connect clients with Bank of America specialists for additional banking and financing solutions. Maxwell holds a Bachelor's Degree from Marquette University and is a Personal Investment Advisor (PIA). He is a member of the Greater Green Bay Chamber and serves on the board of the New Leaf Prep Academy. Outside of his professional work, Maxwell enjoys boating, fishing, football, golfing, hunting, ice hockey, music, photography, woodworking, and spending time with his family.