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 a Series 66 designation and previously worked at Woodbury Financial Services and Tax Management Services Inc. In addition to his advisory role, he provides tax preparation and insurance services through his sole proprietorship. OSAIC serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Karli Salscheider is a financial advisor with LPL Financial in Green Bay, WI, holding Series 65 and Series 63 licenses and having three years of industry experience. Her prior work includes roles at BMO Bank NA, BMO Harris Bank, 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Evan Heim is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds the Series 66 designation and has prior work experience with Wolf Financial Services, the United States Football League, the Detroit Lions, Tonz Construction LLC, Amazon, Northwestern Mutual, and Minnesota State Mankato. OSAIC Wealth Inc serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy program arrangements.

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 14 years of industry experience. He holds a Series 66 designation and has worked in various roles within JPMorgan Chase entities since 2008, including a period at REMAX Alliance Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates a range of eligible strategies, including those aligned with ESG criteria.

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.

Kenneth Wirtz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 34 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is an insurance broker with Alpha Financial Solutions, LLC. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring financial planning as ongoing, collaborative relationships using firm-approved analytical tools.

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 27 years with Equitable Advisors and 21 years with Axa Advisors, Llc. He also operates a family trust under the DBA NexStep Financial Group LLC. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Lorri Cisler is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. Incorporated since 2012 and holds a Series 66 designation. 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, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nancy Loberger is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 63 designation and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer for the Green Bay Exchange Club, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.