Ashlyn Arett is a financial advisor at Morgan Stanley in Green Bay, WI, with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Outside of her advisory role, she is involved in the fitness industry as an employee of Pure Barre. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range 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 that encompass both financial planning and investment advisory through various channels.

William La Belle is a financial advisor with Edward Jones in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2017, he worked for Prudential Insurance Company of America and PRUCO Securities, LLC from 2006 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Bull is a financial advisor with Morgan Stanley Wealth Management based in Green Bay, WI. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and resources.

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. Outside of his advisory role, he is a partner in Nexstep Financial Group LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of proprietary and third-party investment solutions.

Michelle Piontek is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, currently serving clients through Morgan Stanley Wealth Management in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mary Wetzel is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at Associated Bank for over three decades and has managed a distribution business for regional grocery stores. Wetzel is also involved with the Shawano County Chamber of Commerce as a committee member. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment needs.

Joseph Bemis is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 13 years with Associated Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Kelly Eichman is a financial advisor at Ameriprise with 21 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Eichman holds a Series 66 designation and is based in Neenah, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets in Ameriprise-managed accounts.

James Ritchay Jr. is a financial advisor at Robert Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Robert Baird since 2011, following positions at Morgan Stanley and Citigroup Global Markets. In addition to his advisory role, he serves as a paid youth basketball referee with the Green Bay Officials Association. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning, portfolio management, and advisory services, supported by a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and proprietary research tools.

Michael Winter is a CFP®-designated financial advisor with Edward Jones in De Pere, WI, where he has worked since 2018. He has eight years of industry experience, including prior roles at Associated Bank and as a security screener for Packerland Aviation LLC, where he assisted with airline security screening for NFL players departing from Lambeau Field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm operates a nationwide network of advisors and branches and offers fiduciary services alongside capabilities such as trust administration and securities-based lending.

Paul Culbertson is a financial advisor with LPL Financial in De Pere, WI, holding a Series 63 designation and 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with SII Investments, Inc. and eight years with Packerland Brokerage Services, Inc. Culbertson is also an agent offering fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with a focus on both discretionary and non-discretionary strategies supported by various advisor tools.

Trevor Zellmer is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Associated Investment Services, Inc., Midwest Professional Planners, Ltd, and work at Illinois State University and Double Z Trucking. Edward Jones is a full-service wealth management firm serving a broad range of clients, from individual households to institutional investors. The firm offers a variety of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Boyd Seidler is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and bringing 28 years of industry experience. His background includes over two decades with Waddell & Reed, Inc. and insurance agencies, as well as operating a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Cynthia Schoen is a CFP® professional at Robert W. Baird & Co. in Green Bay, WI, with 15 years of industry experience. She has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.

Paul Bartolazzi is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management affiliate since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Justin Grones is a financial advisor at LPL Financial in Green Bay, WI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at BMO Bank NA and law enforcement roles with the Langlade County Sheriff's Office and Sparta Police Department. 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 investment management services, supported by extensive advisor tools and a broad platform that includes affiliated insurance and banking services.

Daniel Holl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 29 years of industry experience. Holl has operated his own financial planning and support companies since 2013 and has been affiliated with Raymond James since 2008. Outside of advising, he is a partner in a rental real estate venture in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a non-discretionary approach tailored to client goals and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Katelyn Smith is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill, Associated Bank, and Merrill Lynch. Outside of her advisory role, she serves on the Executive Planning Committee for the American Cancer Society’s Coaches vs. Cancer Gala event at Lambeau Field. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that include portfolio management, financial planning, and brokerage services. The firm leverages a mix of in-house and third-party investment managers and offers tailored strategies based on each client's Advisory Risk Profile.

Cheryl Tibbs is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, she is involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies supported by third-party managers and custodians, operating at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

James Johnson is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for ten years at Penske Mercedes-Benz of West Covina. 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 offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.