Amelia Swehla is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. She previously worked at Exelon for seven years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anthony Groeschl is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ServPro, Waterstone Mortgage, and Inland Flexo LLC. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Luke Neubauer is a financial advisor with OSAIC Wealth Inc. based in Green Bay, WI. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at LPL Financial, Premier Community Bank, and OneAmerica Securities. OSAIC Wealth Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides brokerage and investment advisory services utilizing firm-provided asset-allocation tools, third-party managers, and offers both discretionary and non-discretionary portfolio management.

Scott Hemauer is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of directors for Definitely De Pere, a community organization in De Pere, WI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Harrison is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and three years of industry experience. He previously worked at RBS Securities Inc. for 14 years and was self-employed for three years. Outside of his advisory role, he is a passive investor in Affix Music LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, integrating both in-house and third-party investment managers to implement customized strategies.

Mark Capomaccio is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and City National Bank. Outside of his advisory work, he is involved in several private business ventures, including ownership in LLCs related to aircraft management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through discretionary and non-discretionary programs that utilize both in-house and third-party investment managers.

Brian Witz is a financial advisor with OSAIC, holding a Series 63 license and bringing 25 years of industry experience. He has worked at OSAIC since 2024 and held prior roles at Woodbury Financial Services, Inc. and Schleicher Financial. In addition to his advisory work, Witz owns a tax preparation business and is involved in sales of fixed insurance products and notary services through his financial enterprises. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment vehicles.

Kevin Geenen is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2019, following three years at AHT Wisconsin Windows. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Samuel Pawlak is a financial advisor with RBC Capital Markets in Appleton, WI. He holds a Series 66 designation and has 12 years of experience at RBC Capital Markets, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Rick Van Dinter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at NYLife Securities LLC and New York Life Insurance from 2005 to 2017. Outside of his advisory role, Van Dinter is an independent insurance agent and is involved in marketing for a local discount superstore. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers customized investment solutions through a network of independent professionals using various custody platforms, proprietary and third-party strategies, and maintains institutional features such as equity participation and supervisory processes.

Mathew Vandenboom is a financial advisor with LPL Financial, holding a Series 63 license and 42 years of industry experience. He has been with LPL Financial and its predecessor since 2004. Outside of his advisory role, Vandenboom is involved in selling fixed life insurance and fixed annuities through PDI Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amanda Denny is a Series 66-licensed financial advisor with Ameriprise in Seymour, WI, with 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jonathon Dretzka is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. He is based in Green Bay, WI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of modeling, research, and algorithmic automation to support its advisory approach.

Zach Strube is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc., Packerland Brokerage Services, and co-manages Balthazor & Strube Financial, where he assists clients with investment advisory accounts. Outside of his advisory role, he occasionally writes individual life insurance policies through Balthazor & Strube Financial & Insurance Services LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Lindsay Sorenson is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked for over a decade at Hotchandani Laser Vein & Cosmetic Surgery and has also operated a part-time housekeeping business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Jaime Phillips is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, Phillips serves as a sports official, enforcing the rules in soccer contests in De Pere, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Lora Squires is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 designation and 15 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2012 and previously with Watermark Financial Services, Inc. since 2009. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Holly Mrstik is a CFP® professional at Edward Jones in Appleton, WI, with four years of industry experience. Prior to joining Edward Jones, she spent 12 years at Fortifi Bank. Outside of her advisory role, she coaches youth volleyball with Oshkosh Camps LLC and Fox Valley Performance Volleyball Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Cole Milton is a financial advisor at Edward Jones in De Pere, Wisconsin, holding a Series 66 designation with two years of industry experience. He has been with Edward Jones since 2023 and has prior experience working part-time as a server at Wild Tomato Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, overseeing approximately $1.01 trillion in assets under management.

Jason Berry is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and serves clients from Kimberly, WI. Berry participates in the Kimberly Area School District OPEB Investment Committee and is involved in community volunteer work. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.