Josie Streicher is a financial advisor with Equitable Advisors in New Franken, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Bankers Life and Casualty and held positions outside the financial sector. She also operates a separate business under the name Voyageur Financial Group, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to asset management through a hybrid referral and implementation model utilizing LPL programs and third-party asset managers.

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 Clayton, MO, holding a Series 66 designation and nine years of industry experience. She has been with Equitable Advisors since 2016 and previously worked at AxA Advisors. Tomaszewski also operates Nexstep Financial Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

David Lenius is a financial advisor with LPL Financial in Green Bay, WI, holding the CFP® and ChFC® designations and possessing 36 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and leadership of Lenius Financial Services since 2006. Additionally, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Michael Madson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including time with its predecessor, Axa Advisors, LLC. Outside of his advisory role, Madson serves on the board of Oneida Golf and Country Club and is involved in several investment partnerships and business ventures. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels tailored to client goals and risk tolerance.

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 and holds a Series 66 designation. He has one year of industry experience and previously worked in various roles outside of financial services, including positions at Allen Lund Company and Express Employment Professionals. No additional notable outside activities are reported. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance distribution, and third-party asset management services, with a delivery model that relies on LPL-sponsored programs and a range of endorsed third-party managers.

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.

Nathan Aagard is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios featuring mutual funds, ETFs, and ETPs.

Renee Brusky is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at LPL Financial and spent nearly a decade at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, Renee volunteers as a part-time organist at St. John’s Lutheran Church in Green Valley and serves as a committee member for the Shawano County Humane Society as well as Treasurer for United Way of Shawano County. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jessica Alcorn is a financial advisor with RBC Capital Markets located in Green Bay, WI. She holds the Series 66 designation and has 20 years of industry experience. Her prior work includes ten years at J.P. Morgan Securities and her current tenure at City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Todd Gerbig is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc and Sii Investments. Outside of advising, he is involved as a landowner in a shared cabin LLC and manages a seasonal rental property. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a wide range of financial planning and investment advisory services through a large network of affiliated advisers and employs a multi-platform approach with access to third-party money managers and automated portfolio management tools.

Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.

Amanda Hanley is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network and Thrivent Investment Management. Outside of her advisory role, she is a licensed notary public. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Adam Borths is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Raymond James Financial Services and ZK Financial Group. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Lagowski is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2019, and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

William Mielke Jr. is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Mielke holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a commissioner on the Bellevue Village Park Commission and is a board member of the Green Bay Strikers soccer organization. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm applies a proprietary investment methodology developed by its Investment Strategy Group to support client financial planning and asset allocation decisions.

David Tassoul is a CFP® with 24 years of experience in the financial industry. He currently works at OSAIC and previously held roles at Woodbury Financial Services, SII Investments, and American General Life Insurance Company. In addition to his advisory work, he owns and operates fixed insurance sales businesses focusing on life insurance and fixed annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Marsha Walls is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. She holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 17 years at Woodbury Financial Services INC prior to joining Osaic in 2024. Outside of her advisory role, Walls owns Walls Wealth Design, LLC, assisting clients with insurance and investment needs, and sells crafts at local fairs as a hobby. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and can be managed on discretionary or non-discretionary bases.