Peter Zobro is a financial advisor with Edward Jones in Hobart, WI, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Great Lakes Orthopedics for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Cal Jensen is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and three years of industry experience. His career includes multiple terms at Ameriprise as well as roles in education and local government. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and algorithmic tools.

Christina Oettinger is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James and Thrivent Financial, among other firms. Previously, she was involved with The Blind Shop, LLC. 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 offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mason Hoffman is a Series 66 credentialed financial advisor with Edward Jones in Pulaski, WI, with two years of industry experience. His prior work experience includes roles in education with several school districts and operational roles at Culligan Water. Outside of his advisory role, he has worked in water delivery services with Culligan Water. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

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 financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is a member of Lessuise Properties, LLC, a real estate venture based in Green Bay, WI. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling to support client strategies.

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 experience in financial advising. He currently works at OSAIC and previously spent 18 years at Woodbury Financial Services. Outside of his advisory role, he serves as president of the United Patriotic Society, participates in veterans’ community events, and holds leadership roles in nonprofit organizations including the Polish Legion of American Veterans and Boy Scouts of America. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and offers a range of advisory and brokerage services.

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 and holds a Series 66 designation. He has 15 years of industry experience, including roles at City National Bank, Bank of America, and Merrill. Outside of advisory work, he is an owner of Northsea47, LLC, an entity that holds ownership of two planes, including one operated as a charter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrated capital-markets resources.

Rc Froistad is a CFP®-credentialed financial advisor with 29 years of experience, currently practicing at Cetera in Green Bay, WI. He has worked with Cetera since 2004 and has operated Froistad & Associates, Inc., a tax, accounting, and payroll business, since 2003. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

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.