Cynthia Schoen is a CFP® professional with 14 years of industry experience, currently with Robert W. Baird & Co. in Green Bay, WI, where she has worked since 2014. She holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Paul Bartolazzi is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management affiliate since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Daniel Holl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 29 years of industry experience. Holl has operated his own financial planning and support companies since 2013 and has been affiliated with Raymond James since 2008. Outside of advising, he is a partner in a rental real estate venture in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a non-discretionary approach tailored to client goals and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Katelyn Smith is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill, Associated Bank, and Merrill Lynch. Outside of her advisory role, she serves on the Executive Planning Committee for the American Cancer Society’s Coaches vs. Cancer Gala event at Lambeau Field. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that include portfolio management, financial planning, and brokerage services. The firm leverages a mix of in-house and third-party investment managers and offers tailored strategies based on each client's Advisory Risk Profile.

Cheryl Tibbs is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Todd Cherry is a financial advisor with LPL Financial in Kaukauna, Wisconsin, holding a Series 63 designation and over 26 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Sii Investments, and Packerland Brokerage Services. Outside of advising, he is involved in tax preparation through Valley Tax Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

James Johnson is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for ten years at Penske Mercedes-Benz of West Covina. 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 and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 66 and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo entities since 2013. Outside of his advisory role, he serves as a committee member for the Hunters Run Homeowners Association in Suamico, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research and analytics, diversification principles, and modern portfolio theory to guide its investment approach.

Jordan Parkin is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones, Money Concepts Capital Corp., BMO Harris Bank, Marco Technologies LLC, and Quest Analytics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.

Lori Harris is a financial advisor at Morgan Stanley in Green Bay, WI, with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and BMO Harris Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Perri Desautel is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that utilize modeling techniques such as Monte Carlo simulations.

Jennifer Busch is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Credit Union and CUSO Financial Services. In addition to her advisory role, she serves as a notary at Capital Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, wrap and model portfolio programs, and access to third-party asset managers, utilizing a range of investment strategies with support from advanced research and operational tools.

Michael Savolt is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and SII Investments Inc. Outside of his advisory role, he is the founder of Tax Management Services, Inc., which provides tax and business consulting services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of portfolio management options supported by firm-provided tools and access to multiple third-party platforms.

Terry Knutson is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Primerica Advisors since 2023 and has diverse work experience including roles as a driver for multiple delivery services and as a photographer for his own business, Knutson Digital Productions, as well as Blessed Treasures Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Philip Mattek is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch Pierce, Fenner & Smith. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Eric Kapla is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in two real estate-related businesses based in Green Bay, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Lindsey Kabat is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 66 designations and having 19 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Outside of her advisory role, Kabat owns a restaurant and serves on the investment and finance committees of two nonprofit organizations. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations through customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional asset allocations and offers both discretionary and non-discretionary management options.

Lisa Knutson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She previously worked at J.P. Morgan Securities for 10 years and has been with both RBC Capital Markets and City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Bobbi Van Eperen is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Benjamin Borchardt is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding a Series 66 designation and having 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Borchardt serves as the vice president of the Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is slated to become the state president in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without offering implementation or portfolio management for institutional clients.