Michelle Piontek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, currently serving clients through Morgan Stanley Wealth Management in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Heidi Harms is a financial advisor with Merrill in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Wetzel is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at Associated Bank for over three decades and has managed a distribution business for regional grocery stores. Wetzel is also involved with the Shawano County Chamber of Commerce as a committee member. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment needs.

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 W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Baird since 2011. Outside of his advisory work, he serves as a paid referee for youth basketball through the Green Bay Officials Association. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance capabilities.

Michael Winter is a CFP® with eight years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Associated Bank for eight years. Outside of financial advising, he holds a role as a security screener with Packerland Aviation LLC, where he screens visiting NFL players and their travel parties at Lambeau Field. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Trevor Zellmer is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones, Zellmer worked at Associated Investment Services, Inc. and Midwest Professional Planners, Ltd, and he also has experience outside finance in the trucking industry. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Boyd Seidler is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His background includes over two decades at Waddell & Reed, Inc., as well as experience with various insurance carriers. He also operated a tax preparation business for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 24 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 66 and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo entities since 2013. Outside of his advisory role, he serves as a committee member for 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research and analytics, diversification principles, and modern portfolio theory to guide its investment approach.

Jordan Parkin is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Edward Jones, Money Concepts Capital Corp., and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Lori Harris is a financial advisor at Morgan Stanley in Green Bay, WI, with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and BMO Harris Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

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 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in two real estate-related businesses based in Green Bay, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.