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.

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 four years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP, Schreiber Foods, and Schneider National. His background also includes roles at the University of St. Thomas and Oneida Golf and Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing both internal research and strategic partnerships.

Brian Hermes is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Tax Management Services Inc. In addition to his advisory role, Hermes provides tax preparation, life and health insurance, and financial planning through his sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers.

Karli Salscheider is a financial advisor with LPL Financial based in Green Bay, WI. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at BMO Bank NA and BMO Harris Bank, as well as positions in the nutrition sector with Spark Nutrition and Herbalife. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a range of investment strategies.

Evan Heim is a financial advisor at Osaic Wealth Inc. with one year of industry experience and a Series 66 designation. His prior work includes roles with Wolf Financial Services LLC, the United States Football League, and the Detroit Lions. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services alongside financial planning and consulting. The firm employs asset-allocation tools and third-party managed-account solutions to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Nicole Krusic is a Series 66-licensed financial advisor at Raymond James Financial with four years of industry experience. She previously worked for Commonwealth Financial Network for six years and operated a wedding business for three years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Shawn Ropson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan in various capacities since 2008, including roles at JPMorgan Chase Bank and REMAX Alliance Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Russell Olson is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for 13 years. Olson is also the owner of Financial Consulting Services, Inc., a non-investment-related advisory business based in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm specializes in non-discretionary planning using analytical tools and supports a broad client base, including pension plans, corporations, and charitable organizations.

Brian Amundson is a financial advisor at Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses with 13 years of industry experience. He worked at Thrivent Financial and Thrivent Investment Management Inc. for seven years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Carey Somerville is a financial advisor with Ameriprise in De Pere, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Somerville is involved in business ownership through CS Enterprises and participates as a member of Tambourine Operational Support LLC, a pass-through entity related to his Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Steven Benzschawel is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes 13 years at Associated Investment Services, Inc. He is also an owner of a rental property in Shawano, Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management, financial planning, and brokerage services.

Owen Johnson is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to his current role, he worked briefly at RBC Wealth Management and was involved with D&M Interiors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Kevin Baranczyk is a financial advisor with Morgan Stanley in Green Bay, WI, holding CFP® and ChFC® designations and with 28 years of industry experience. His career includes positions at Bmo Harris Financial Advisors and Bmo Harris Bank from 2012 to 2021, as well as LPL Financial before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, focusing on 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 that include both direct individual plans and corporate financial planning agreements.

Melanie Graff is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. She is currently with Morgan Stanley in Green Bay, WI, having held roles at Morgan Stanley Private Bank and Fidelity Brokerage Services, with a decade at Transamerica prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets and employing structured planning tools to support client goals.