Brian Hermes is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Tax Management Services Inc. In addition to his advisory role, Hermes provides tax preparation, life and health insurance, and financial planning through his sole proprietorship. 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 with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers.

Karli Salscheider is a financial advisor with LPL Financial based in Green Bay, WI. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at BMO Bank NA and BMO Harris Bank, as well as positions in the nutrition sector with 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a range of investment strategies.

Tricia Oltmann is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Evan Heim is a financial advisor at Osaic Wealth Inc. with one year of industry experience and a Series 66 designation. His prior work includes roles with Wolf Financial Services LLC, the United States Football League, and the Detroit Lions. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services alongside financial planning and consulting. The firm employs asset-allocation tools and third-party managed-account solutions to construct diversified portfolios tailored to client risk tolerance and investment preferences.

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 13 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan in various capacities since 2008, including roles at JPMorgan Chase Bank and REMAX Alliance Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Anne Nowak is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for Thrivent Investment Management for ten years. Outside of her advisory role, she serves as Director of Operations for Pinnacle Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Cameron Seidl is a financial advisor with Thrivent Investment Management in Appleton, WI. He holds Series 66 and Series 63 licenses and has 12 years of industry experience, all with Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across a range of planning topics, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Lukas Hubers is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020. Prior to this, he was associated with Securities America Advisors and Evexia Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both model portfolios and customized strategies.

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.

Stephanie Brandt is a financial advisor at Edward Jones with eight years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she assists residents with activities of daily living at Bethany Nursing Home in Waupaca, Wisconsin. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.