Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 66 and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo entities since 2013. Outside of his advisory role, he serves as a committee member for the Hunters Run Homeowners Association in Suamico, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research and analytics, diversification principles, and modern portfolio theory to guide its investment approach.

Jordan Parkin is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Edward Jones, Money Concepts Capital Corp., and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Lori Harris is a financial advisor at Morgan Stanley in Green Bay, WI, with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and BMO Harris Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Perri Desautel is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that utilize modeling techniques such as Monte Carlo simulations.

Michael Savolt is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and SII Investments Inc. Outside of his advisory role, he is the founder of Tax Management Services, Inc., which provides tax and business consulting services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of portfolio management options supported by firm-provided tools and access to multiple third-party platforms.

Terry Knutson is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Primerica Advisors since 2023 and has diverse work experience including roles as a driver for multiple delivery services and as a photographer for his own business, Knutson Digital Productions, as well as Blessed Treasures Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Philip Mattek is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch Pierce, Fenner & Smith. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Eric Kapla is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in two real estate-related businesses based in Green Bay, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

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.

Janine Amundson is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has held roles at Thrivent since 2023 and previously worked at U.S. Bancorp Investments and Associated Investment Services. Outside of finance, she owns a small business creating and selling paintings and has worked as a bartender and server at a golf lodge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes periodic plan reviews and offers clients the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Nicholas Roth is a financial advisor with Ameriprise in Denmark, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise and its affiliate since 2013. Roth also owns and manages Roth Financial Group LLC, his own advisory business. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, emphasizing the use of Ameriprise-managed accounts.

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.