Steven Adamski is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved with GDI, LLC and GDI Planning, LLC in De Pere, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources and incorporating advanced technologies such as machine learning.

William Hornbuckle IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Fidelity in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Peter Desantis is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior work includes roles at LPL Financial, Girard Securities, and operating his own firm, Peter DeSantis and Co. He also serves as power of attorney for a family member. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Adam Lewitzke is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset bucketing. The firm uses a centralized consulting team and algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Joel Bogenschuetz is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery conversations and advanced modeling tools.

Brenda La Combe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Bmo Harris Financial Advisors, M&I Trust Company, M&I Insurance Services, Bmo Harris Bank NA, and M&I Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and multiple investment strategies.

Adam Turnquist is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked at Piper Jaffray & Co. for six years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

David Bauman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in managing portfolios and client relationships, offering advice in equity and fixed income investments, estate planning services, and life insurance planning. David works with families and businesses to develop personalized financial strategies aligned with their long-term goals, utilizing a goals-based approach and fee-based compensation model. David holds a Bachelor's degree from Lawrence University, a Juris Doctorate from the University of Wisconsin Law School, and a Master of Business Administration from the University of Wisconsin School of Business. He has earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Personal Investment Advisor (PIA) designations. His experience includes roles as a financial representative, investment manager, and wealth management advisor. He is actively involved in his community through board memberships with the Fox Valley Symphony Orchestra and the Neenah Rotary Foundation. David has been a member of the Rotary Club of Neenah since 2011 and serves on its Board of Directors. His personal interests include football, music, scuba diving, spending time with family, swimming, traveling, and watching movies.

Jeremy Kittoe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Scottrade, Inc., spanning nearly two decades. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers these services both directly and through corporate financial planning agreements.

Rick Holewinski is a CFP® professional at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in business ownership through Black Diamond Enterprises, where he provides leadership and strategic direction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Feutz is a financial advisor with Ameriprise in Hobart, WI, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, he co-owns ChrisTina Group LLC, which holds private investments. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Jesse Drake is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Community First Credit Union. Outside of his advisory role, he serves as an athletic event worker for the Neenah Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Marshall is a financial advisor with RBC Capital Markets in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked for Associated Investment Services, Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Andrea Pfefferman is a financial advisor with Equitable Advisors in New Franken, WI, holding a Series 66 designation and 26 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC. Outside of her advisory work, she serves on the board of the Northbrook Ladies League and is a member of the Optimist Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid advisory and brokerage model with a focus on tailored client services and a range of implementation options.

Courtney Carr is a Series 66-registered financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2024, Carr spent 11 years at SA Webster Financial Services. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Thomas Jensen is a Series 66-licensed financial advisor with Merrill in Green Bay, WI, bringing four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Lamal is a CFP® professional with 27 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. after spending 12 years at Commonwealth Financial Network. Lamal also engages in financial consulting services through a separate advisory business in Green Bay, WI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors, employing tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

Thomas Dellise is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 22 years at Associated Investment Services, Inc. He also serves as power of attorney for his father and spouse in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy preparation, performance reporting, and plan benchmarking, with a broader range of financial product offerings than many large institutional advisers.

Todd Piontek is a financial advisor with OSAIC based in Green Bay, WI, holding CFP® and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and Sii Investments. Outside of his advisory work, he serves as an assistant cross country coach for the Green Bay Area Public Schools. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party money managers.

Sandra Fletcher is a Series 66-licensed financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2012 and is currently part of Morgan Stanley Private Bank, N.A. in Green Bay, WI. Outside of her advisory role, she co-manages a rental property with her husband. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and investment research.