Amelia Swehla is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. She previously worked at Exelon for seven years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anthony Groeschl is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ServPro, Waterstone Mortgage, and Inland Flexo LLC. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Ryan Freitag is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2010, based in Green Bay, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Luke Neubauer is a financial advisor with OSAIC Wealth Inc and holds the Series 63 and Series 65 designations. He has three years of industry experience and previously worked at firms including LPL Financial, Premier Community Bank, and OneAmerica Securities. Prior to his advisory roles, Neubauer was employed in the education sector with Green Bay Public Schools and other school districts. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network with a variety of client solutions.

Scott Hemauer is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of directors for Definitely De Pere, a community organization in De Pere, WI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Harrison is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He previously worked at RBS Securities Inc. for 14 years and was self-employed for three years. Outside of his advisory role, he is a passive investor in Affix Music LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, integrating both in-house and third-party investment managers to implement customized strategies.

Mark Capomaccio is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and City National Bank. Outside of his advisory work, he is involved in several private business ventures, including ownership in LLCs related to aircraft management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through discretionary and non-discretionary programs that utilize both in-house and third-party investment managers.

Melissa Barry is a Series 66 registered advisor with Robert W. Baird & Co., bringing 21 years of industry experience. She has been with Robert W. Baird & Co. for most of her career, with a brief tenure at Schaper, Benz & Wise Investment Counsel, Inc. from 2023 to 2024. Baird’s DDK Group, where Barry works, is part of the Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies supported by internal research and investment tools.

Mathew Vandenboom is a financial advisor with LPL Financial, holding a Series 63 license and 42 years of industry experience. He has been with LPL Financial and its predecessor since 2004. Outside of his advisory role, Vandenboom is involved in selling fixed life insurance and fixed annuities through PDI Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Clark is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. 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 individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Amanda Denny is a Series 66-licensed financial advisor with Ameriprise in Seymour, WI, with 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jonathon Dretzka is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. He is based in Green Bay, WI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of modeling, research, and algorithmic automation to support its advisory approach.

Lindsay Sorenson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked for over a decade at Hotchandani Laser Vein & Cosmetic Surgery and has also operated a part-time housekeeping business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Adam Madson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Private Client Services, Nicolet Wealth Management, and SII Investments. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm employs multiple investment strategies and emphasizes manager selection and monitoring supported by internal research and technology.

Bethany Bouche is a financial advisor with Primerica Advisors in Green Bay, WI. She holds Series 65 and Series 63 designations and has five years of industry experience. Her prior work includes roles at BayCare Health Systems and Shopko Stores Operating Co., LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Christopher Jaworski is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he owns and operates a farm engaged in hay and grain sales and is involved in several community organizations, including serving as treasurer for local nonprofit groups and as a member of a town park commission. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cole Milton is a Series 66-credentialed financial advisor with three years of industry experience, currently with Edward Jones in De Pere, WI. His prior work includes roles in installation services, athletics, and The Riverside Company. He has worked part-time as a server at Wild Tomato Pizza, a position he is in the process of transitioning out of. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large national network of advisors and branch offices.

Jack Paulson is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Paulson also spent seven years involved with Reflections Interiors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing strategic and tactical investment approaches supported by proprietary research and technology tools.

Evan Friendshuh is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Plante Moran and spent four years at the University of Wisconsin - Madison, along with fourteen years at the Howard Suamico School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Lloyd Leuthner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at LPL Financial, Girard Securities, and his own CPA practice. Outside of advising, he is a board member of Woodlawn Cemetery in Green Bay and works in tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to third-party money managers and various program structures.