Anthony Farone is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of experience at the firm. His prior roles include positions at Best REI Funding and St Norbert College, as well as ownership interests in The Village Grille LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology including artificial intelligence.

Mitchell Groeschl is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Morgan Stanley in various capacities since 2016. Outside of his advisory role, he is a co-owner of DP 380 LLC, where he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Kurt Koehler is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Kate Van Krey is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she held positions at Treehouse Foods, Simon Property Group, and BDO USA, LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jayme Blohowiak is a financial advisor at Morgan Stanley in Green Bay, WI, with 14 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved in clerical support for Extreme Entertainment. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.

Mary Lessuise is a Series 66-credentialed financial advisor with Morgan Stanley in Green Bay, WI, and has 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include retirement planning, private funds, and structured-product activities.

David Tilkens is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior firms include Merrill and Bank of America. Outside of his advisory role, he is involved in a commercial real estate partnership that includes property maintenance. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering tailored portfolio management and financial planning services through various advisory programs and a combination of in-house and third-party investment managers.

Richard Balch is a CFP® professional with 19 years of industry experience, currently serving as an advisor at OSAIC since 2024. He was previously with Woodbury Financial Services for 18 years. Outside of his advisory role, Balch is involved in several nonprofit and community organizations, including serving as Adjutant for the Polish Legion of American Veterans Post 186, Commissioner for the Boy Scouts of America Bay Lakes Council, and President of the United Patriotic Society. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account platforms. The firm employs asset-allocation tools and supports discretionary and nondiscretionary portfolio management.

Kathleen Schmidt is a CFP® professional with 31 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a franchise owner involved with PLNR Group LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a research-driven, algorithm-supported approach to retirement income recommendations.

Eric Friedland is a financial advisor with Edward Jones in Green Bay, WI. He holds a Series 66 designation and has six years of industry experience, including roles at Associated Bank prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Lucas Calawerts is a Senior Financial Advisor at Merrill Lynch Wealth Management with 10 years of experience managing financial plans and cash flow strategies for families and businesses nationwide. He leads a team that includes two advisors and two full-time support staff, collectively bringing 60 years of experience to serving clients' diverse financial needs. Lucas specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income planning, portfolio management, individual and corporate investment strategies, and tax minimization. He emphasizes helping clients understand their investments and retirement income plans through structured conversations about ‘‘Buckets, Growth & Cushion,’’ focusing on clear and effective financial guidance. He holds a Bachelor's Degree from Marquette University and the Professional Investment Advisor (PIA) designation. Outside of his professional work, Lucas enjoys football, golfing, traveling, and spending time with his family, including his two daughters. He is also involved in community activities, including volunteering at The Automobile Gallery in Green Bay.

Mikal Anschutz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Thrivent in 2022, he worked at Northwestern Mutual from 2017 to 2022 and Regions Bank from 2016 to 2017. He is based in Green Bay, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s approach emphasizes comprehensive planning across various financial topics and allows clients to combine planning with managed-account services through a consolidated billing option.

Terry Rentmeester is a financial advisor at RBC Capital Markets in Green Bay, WI, holding Series 63 and Series 66 credentials with 34 years of industry experience. He previously worked at Merrill from 1990 to 2020 before joining RBC Capital Markets in 2020. Rentmeester serves on the Brown County Board of Supervisors, attending monthly evening meetings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Robert Pratel Jr. is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 credential and 14 years of industry experience. His previous roles include positions at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is an owner of Northsea47, LLC, which holds ownership of two planes, including one used for charter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers integrated features such as tax management and responsible investing screens.

Rc Froistad is a CFP®-designated financial advisor with 28 years of industry experience, currently with Cetera since 2007. Prior to that, he has been involved with Cetera Financial Specialists LLC and owns Froistad & Associates, Inc., a tax, accounting, and payroll business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Steven Adamski is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at LPL Financial since 2010, following a year at Wells Fargo Clearing. Outside of his advisory role, he is involved with GDI, LLC and GDI Planning, LLC, both based in De Pere, WI. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Knable is a financial advisor with Primerica Advisors based in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers and operates with approximately $15.5 billion in assets under management.

William Hornbuckle IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Fidelity in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Peter Desantis is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior work includes roles at LPL Financial, Girard Securities, and operating his own firm, Peter DeSantis and Co. He also serves as power of attorney for a family member. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Adam Lewitzke is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset bucketing. The firm uses a centralized consulting team and algorithmic automation to support its advisory process, emphasizing products from affiliated firms.