Michael Madson is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2007 and has 19 years of industry experience. Prior to Equitable Advisors, he was affiliated with AXA Advisors, LLC. Outside of his advisory role, Madson serves on the board of the Oneida Golf and Country Club and is involved in several investment partnerships and business ventures. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm employs a model-based investment approach utilizing third-party managers and does not sponsor its own wrap fee program.

Scott Soulek is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and SII Investments. Soulek also serves as a registered representative for KAS Investment Services Inc. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach that incorporates asset allocation and portfolio optimization tools, supporting various advisory strategies and third-party manager programs.

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.

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 in Green Bay, WI, holding a Series 66 designation and 21 years of industry experience. Her previous roles include positions at City National Bank, J.P. Morgan Securities, and Chase Investment Services Corp. since 2006. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a variety of advisory programs with customized portfolio management and financial planning services. The firm integrates in-house and third-party investment managers, providing options such as tax management and responsible investing screens.

Russell Winkler is a Series 66–licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Todd Gerbig is a financial advisor at Osaic with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Sii Investments. Outside of advising, he is involved in managing a shared landowner LLC and operates an Airbnb rental. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its scale, affiliate network, and investment platform.

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 Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Raymond James Financial in Green Bay, WI, and previously worked at Commonwealth Financial Network and Thrivent Investment Management. Outside of advising, she serves as a Notary Public and operates a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and investment consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting 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 industry experience, currently serving at Osaic Wealth since 2024. He previously worked at Woodbury Financial Services and SII Investments, and has over two decades of experience with American General Life Insurance Company. Tassoul owns businesses focused on fixed insurance sales and operates AKL Wealth Management as an S-Corporation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed portfolio programs and access to third-party money managers.

Marsha Walls is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services Inc. for 17 years. Outside of her advisory role, she owns Walls Wealth Design, LLC, which assists clients with insurance and investment needs, and engages in selling crafts and honey at local fairs as a hobby. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment process emphasizing portfolio optimization and risk management, supported by a complex affiliate network and multiple custodial arrangements.

Katie Weinschenk is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc., Petal Pusher, and SII Investments / Vision Investment Planning Group. Outside of her advisory role, she serves as a tax preparer for Tax Management Services, Inc. and is a board member of the De Pere Chamber of Commerce. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager strategies.

Wael Rashidi is a financial advisor with RBC Capital Markets in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and has 26 years of industry experience. He previously worked at Associated Investment Services, Inc. for 15 years before joining RBC in 2021. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles. The firm utilizes both in-house and third-party managers and provides services that include financial planning, custody, and brokerage.

Mark Tumpach is a CFA® charterholder with 16 years of industry experience. He is currently with RBC Capital Markets and previously held roles at Associated Trust Company and Kellogg Asset Management. Outside of his advisory work, he has served as a Brown County Board Supervisor. 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 portfolio management and advisory services through various programs, combining in-house and third-party managers with flexible investment and administrative options.

Heather Lindsley is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 11 years. Outside of her advisory role, Ms. Lindsley serves as Secretary of the MDRT Foundation, a nonprofit board position focused on strategy and governance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various third-party manager programs.