Thomas Jensen is a Series 66-licensed financial advisor with Merrill in Green Bay, WI, bringing four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Lamal is a CFP® professional with 27 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. after spending 12 years at Commonwealth Financial Network. Lamal also engages in financial consulting services through a separate advisory business in Green Bay, WI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors, employing tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

Thomas Dellise is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 22 years at Associated Investment Services, Inc. He also serves as power of attorney for his father and spouse in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy preparation, performance reporting, and plan benchmarking, with a broader range of financial product offerings than many large institutional advisers.

Todd Piontek is a financial advisor with OSAIC based in Green Bay, WI, holding CFP® and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and Sii Investments. Outside of his advisory work, he serves as an assistant cross country coach for the Green Bay Area Public Schools. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party money managers.

Sandra Fletcher is a Series 66-licensed financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2012 and is currently part of Morgan Stanley Private Bank, N.A. in Green Bay, WI. Outside of her advisory role, she co-manages a rental property with her husband. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and investment research.

Lydia Brosig is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at EuroPharma Inc, Preble High School, and the Center for Business, Economics, & Analytics at St. Norbert College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Connie Behrendt is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entity Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and provides a broad range of investment, brokerage, and insurance solutions through affiliated entities.

Brannon Guyette is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill. He serves on the Board of Directors and as a committee member for Bellin College, contributing to its strategic direction and initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs utilizing both in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and brokerage.

Alyssa Helmrick is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc., and Auto-Owners Insurance. She has also worked in educational settings, including the University of Wisconsin-La Crosse and the Seymour Community School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Kristyn Mcneill is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Schenck Wealth Advisory. Outside of her advisory role, she is involved with Get Together LLC, an entertainment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Thomas Echelmeyer is a financial advisor at Edward Jones in Hobart, Wisconsin, with nine years of industry experience. He has held his current position at Edward Jones since 2016. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Montana Tillmann is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, Montana was affiliated with Ameriprise Financial Services LLC and worked at the University of Wisconsin Eau Claire. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm’s approach includes using proprietary research, third-party data, and algorithmic tools to address asset allocation and Social Security strategies, with enrollment criteria that require minimum investable assets and participation in its managed account programs.

Nicole Mooren is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Mooren is based in Green Bay, WI. 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.