Mikal Anschutz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Thrivent in 2022, he worked at Northwestern Mutual from 2017 to 2022 and Regions Bank from 2016 to 2017. He is based in Green Bay, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s approach emphasizes comprehensive planning across various financial topics and allows clients to combine planning with managed-account services through a consolidated billing option.

Candice Baumler is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2001. Outside of advising, she is involved in local business ventures including co-ownership of a restaurant and bar in Green Bay, Wisconsin, and serves as an assistant volleyball coach for a youth club. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver tailored, research-driven retirement income recommendations.

Terry Rentmeester is a financial advisor at RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 66 credentials with 34 years of industry experience. He previously worked at Merrill from 1990 to 2020 before joining RBC Capital Markets in 2020. Rentmeester serves on the Brown County Board of Supervisors, attending monthly evening meetings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Robert Pratel Jr. is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 credential and 14 years of industry experience. His previous roles include positions at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is an owner of Northsea47, LLC, which holds ownership of two planes, including one used for charter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers integrated features such as tax management and responsible investing screens.

Rc Froistad is a CFP®-designated financial advisor with 28 years of industry experience, currently with Cetera since 2007. Prior to that, he has been involved with Cetera Financial Specialists LLC and owns Froistad & Associates, Inc., a tax, accounting, and payroll business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Steven Adamski is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved with GDI, LLC and GDI Planning, LLC in De Pere, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources and incorporating advanced technologies such as machine learning.

Matthew Knable is a financial advisor with Primerica Advisors based in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers and operates with approximately $15.5 billion in assets under management.

William Hornbuckle IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Fidelity in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Peter Desantis is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior work includes roles at LPL Financial, Girard Securities, and operating his own firm, Peter DeSantis and Co. He also serves as power of attorney for a family member. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Adam Lewitzke is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset bucketing. The firm uses a centralized consulting team and algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Joel Bogenschuetz is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank 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 both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery conversations and advanced modeling tools.

Brenda La Combe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Bmo Harris Financial Advisors, M&I Trust Company, M&I Insurance Services, Bmo Harris Bank NA, and M&I Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and multiple investment strategies.

David Bauman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in managing portfolios and client relationships, offering advice in equity and fixed income investments, estate planning services, and life insurance planning. David works with families and businesses to develop personalized financial strategies aligned with their long-term goals, utilizing a goals-based approach and fee-based compensation model. David holds a Bachelor's degree from Lawrence University, a Juris Doctorate from the University of Wisconsin Law School, and a Master of Business Administration from the University of Wisconsin School of Business. He has earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Personal Investment Advisor (PIA) designations. His experience includes roles as a financial representative, investment manager, and wealth management advisor. He is actively involved in his community through board memberships with the Fox Valley Symphony Orchestra and the Neenah Rotary Foundation. David has been a member of the Rotary Club of Neenah since 2011 and serves on its Board of Directors. His personal interests include football, music, scuba diving, spending time with family, swimming, traveling, and watching movies.

Jeremy Kittoe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Scottrade, Inc., spanning nearly two decades. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers these services both directly and through corporate financial planning agreements.

Rick Holewinski is a CFP® professional at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in business ownership through Black Diamond Enterprises, where he provides leadership and strategic direction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Feutz is a financial advisor with Ameriprise in Hobart, WI, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, he co-owns ChrisTina Group LLC, which holds private investments. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Jesse Drake is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Community First Credit Union. Outside of his advisory role, he serves as an athletic event worker for the Neenah Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Marshall is a financial advisor with RBC Capital Markets in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked for Associated Investment Services, Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Andrea Pfefferman is a financial advisor with Equitable Advisors in New Franken, WI, holding a Series 66 designation and 26 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC. Outside of her advisory work, she serves on the board of the Northbrook Ladies League and is a member of the Optimist Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid advisory and brokerage model with a focus on tailored client services and a range of implementation options.

Courtney Carr is a Series 66-registered financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2024, Carr spent 11 years at SA Webster Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.