Lindsey Kabat is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 66 designations and having 19 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Outside of her advisory role, Kabat owns a restaurant and serves on the investment and finance committees of two nonprofit organizations. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations through customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional asset allocations and offers both discretionary and non-discretionary management options.

Lisa Knutson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She previously worked at J.P. Morgan Securities for 10 years and has been with both RBC Capital Markets and City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Bobbi Van Eperen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Benjamin Borchardt is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and having 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Borchardt serves as the vice president of the Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is slated to become the state president in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without offering implementation or portfolio management for institutional clients.

Christelyn Bayerl is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding a Series 63 designation and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Dustin Soulek is a Series 66-licensed financial advisor at OSAIC with 15 years of industry experience. He previously worked at Woodbury Financial Services and Green Bay Packaging, among other roles. Outside of his advisory work, he holds an administrative position with KAS Investment Services, Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using firm-provided asset-allocation tools and access to third-party money managers and wrap programs.

Mark Piper is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Green Bay, WI office. Outside of his advisory role, he holds an ownership interest in MACJ LLC, a shared office expense entity. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Debra Biersteker is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Scott Arett is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 25 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee with power of attorney authority for certain investment-related transactions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment services.

Ross Johnson is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following roles at Huntington National Bank and Wells Fargo Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

Cordero Cornelious Barkley is a financial advisor at Morgan Stanley with Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he worked at TitletownTech Ventures LLC for seven years and Associated Bank N.A. for five years. He also serves as a board member of IVO Systems Inc., a construction and engineering firm, and is involved with the Fund for Wisconsin Scholars Inc., a nonprofit focused on youth education and hardship assistance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Charles Wilson is a financial advisor at Edward Jones with 22 years of industry experience. He has held his position at Edward Jones since 2003 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Courts is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Courts is also the owner and manager of Courts Financial Strategies LLC, where he provides financial planning, retirement planning, asset management, and tax consulting services. 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 utilizing asset-allocation tools, third-party money managers, and multiple advisory platforms.

Allison Pamperin is a financial advisor with LPL Financial in Green Bay, WI, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2024, she worked at BMO Bank starting in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Steve Farone is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2025, following prior roles at Private Client Services, SII Investments, Inc., and Nicolet Advisory Services, LLC. Outside of his advisory work, he is involved in investment-related insurance sales through Zenith Marketing Corporation. 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 variety of services including financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Seth Deuman is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including with West Shore Home LLC and the Orange County Parks Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

John Guyette is a financial advisor with Edward Jones in Green Bay, Wisconsin, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Shawn Smith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and business continuation planning, with the option to combine planning with managed-account services under the WealthPlan program.

Jacob Williquette is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2015, currently working at Morgan Stanley Private Bank, N.A. since 2022. Williquette serves on the finance committees of two nonprofit organizations, Options for Independent Living and Goodwill NCW. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Rachel Fletcher is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 credential and six years of industry experience. Prior to joining Morgan Stanley, she worked at Tender Hearts Assisted Living from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including 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 both directly and through corporate agreements.