Allison Pamperin is a financial advisor with LPL Financial based in Green Bay, WI. She holds Series 65 and Series 63 designations and has a total of one year of industry experience. Prior to joining LPL Financial, she worked at BMO Bank for 13 years. 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 portfolio programs, third-party asset management, and institutional platforms.

Steve Farone is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2025, following prior roles at Private Client Services, SII Investments, Inc., and Nicolet Advisory Services, LLC. Outside of his advisory work, he is involved in investment-related insurance sales through Zenith Marketing Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Seth Deuman is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including with West Shore Home LLC and the Orange County Parks Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

John Guyette is a financial advisor with Edward Jones in Green Bay, Wisconsin, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Shawn Smith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and business continuation planning, with the option to combine planning with managed-account services under the WealthPlan program.

Jacob Williquette is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2015, currently working at Morgan Stanley Private Bank, N.A. since 2022. Williquette serves on the finance committees of two nonprofit organizations, Options for Independent Living and Goodwill NCW. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Gerald Gillespie is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Woodbury Financial Services, Sii Investments, and MassMutual. He is the managing member of Gillespie & Associates Financial Services LLC, where he analyzes and recommends life, disability, and long-term care insurance products, and he also presents corporate financial wellness seminars for businesses in Northeastern Wisconsin. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by a network of affiliated advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party services to manage portfolios across a variety of investment types.

Rachel Fletcher is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 credential and six years of industry experience. Prior to joining Morgan Stanley, she worked at Tender Hearts Assisted Living from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety 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 both directly and through corporate agreements.

Heather Dretzka is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Angela Reseburg is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Financial Planning & Information Services and SII Investments, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Bart Milton is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 65 licenses. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jared Wruck is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel since 2010 and holds the Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Jodi Reuss is a financial advisor with Edward Jones in Green Bay, WI, holding Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and trust services.

David Wendland is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He participates in community activities through his roles on the finance and tuition assistance committees at Fox Valley Lutheran High School in Appleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a substantial network of financial advisors and branches nationwide.

Sarah Tomaszewski is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2016 and previously worked with AXA Advisors. Tomaszewski also operates Nexstep Financial Group, LLC, a separate business entity. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Lenius is a financial advisor at LPL Financial in Green Bay, WI, holding CFP® and ChFC® designations with 36 years of industry experience. His career includes positions at Woodbury Financial Services and OSAIC, and he has operated Lenius Financial Services since 2006. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and more. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, combining a large advisory network with diverse financial products and operational tools.

Scott Soulek is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and SII Investments. Soulek has also been a registered representative for KAS Investment Services Inc., an S corporation involved in advisory and retirement planning services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers a range of investment and financial planning services utilizing various asset allocation tools and third-party solutions.

Vladimir Blazek is a financial advisor with Equitable Advisors in De Pere, WI. He holds a Series 66 designation and joined Equitable Advisors in 2026. Prior to his current role, he has held various positions including at Allen Lund Company and Express Employment Professionals. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them with advisory models implemented by third-party managers or discretionary portfolio advisors.

Jeffrey Puissant is a financial advisor with Robert W. Baird & Co. in Shawano, Wisconsin, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he serves as an advisor to the Howard Suamico Education Foundation, managing the foundation’s assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and brokerage services, utilizing a range of investment strategies and manager options to meet diverse client goals and risk tolerances.

Hans Anderson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and is currently with Morgan Stanley Private Bank, N.A. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.