Christopher Feutz is a financial advisor with Ameriprise in Hobart, WI, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, he co-owns ChrisTina Group LLC, which holds private investments. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Jesse Drake is a financial advisor with Morgan Stanley in Green Bay, WI, holding a Series 66 registration and eight years of industry experience. He previously worked at Cambridge Investment Research and Community First Credit Union. Outside of his advisory role, he serves as an athletic event worker for the Neenah Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Steven Johnson is a financial advisor with Mass Mutual Investors Services in De Pere, WI. He holds the Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and also maintains roles with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he acts as an agent for individual life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Michael Marshall is a financial advisor with RBC Capital Markets in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked for Associated Investment Services, Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Andrea Pfefferman is a financial advisor with Equitable Advisors, holding a Series 66 designation and 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside her advisory role, Pfefferman serves on the board of the Northbrook Ladies League and is a member of the Optimist Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes third-party asset managers and advisory programs to deliver tailored investment solutions.

Courtney Carr is a Series 66-registered financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2024, Carr spent 11 years at SA Webster Financial Services. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Thomas Jensen is a Series 66-licensed financial advisor with Merrill in Green Bay, WI, bringing four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Lamal is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Commonwealth Financial Network for 12 years. Lamal also operates a financial consulting service outside of his advisory role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and uses analytical tools to support client decision-making, with a notable municipal and public-finance advisory capacity.

Thomas Dellise is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 22 years at Associated Investment Services, Inc. He also serves as power of attorney for his father and spouse in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy preparation, performance reporting, and plan benchmarking, with a broader range of financial product offerings than many large institutional advisers.

Todd Piontek is a financial advisor with OSAIC based in Green Bay, WI, holding CFP® and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and Sii Investments. Outside of his advisory work, he serves as an assistant cross country coach for the Green Bay Area Public Schools. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party money managers.

Bryan Grant is a ChFC® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc for seven years and Sii Investments for eight years. Grant is an owner and partner in several financial-related businesses, including Tax Management Services, which provides individual and corporate tax preparation, and he offers investment education through Tenacity Advisory Group. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Sandra Fletcher is a Series 66-licensed financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2012 and is currently part of Morgan Stanley Private Bank, N.A. in Green Bay, WI. Outside of her advisory role, she co-manages a rental property with her husband. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and investment research.

Lydia Brosig is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at EuroPharma Inc, Preble High School, and the Center for Business, Economics, & Analytics at St. Norbert College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Connie Behrendt is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entity Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and provides a broad range of investment, brokerage, and insurance solutions through affiliated entities.

Brannon Guyette is a financial advisor with RBC Capital Markets in Green Bay, WI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill. He serves on the Board of Directors and as a committee member for Bellin College, contributing to its strategic direction and initiatives. 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 investment strategies through various advisory programs utilizing both in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and brokerage.

Alyssa Helmrick is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Thrivent Financial, Thrivent Investment Management Inc, and Auto-Owners Insurance. She has also worked in educational roles at UW La Crosse and engaged with the Boys and Girls Club of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Kristyn Mcneill is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Schenck Wealth Advisory. Outside of her advisory role, she is involved with Get Together LLC, an entertainment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kurtis Larson is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise and its predecessor firm since 2013 and served in the U.S. Army National Guard for 11 years. Larson is also involved with DP 380 LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a combination of proprietary research and third-party data.

Thomas Echelmeyer is a financial advisor at Edward Jones in Hobart, Wisconsin, with nine years of industry experience. He has held his current position at Edward Jones since 2016. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Montana Tillmann is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, Montana was affiliated with Ameriprise Financial Services LLC and worked at the University of Wisconsin Eau Claire. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm’s approach includes using proprietary research, third-party data, and algorithmic tools to address asset allocation and Social Security strategies, with enrollment criteria that require minimum investable assets and participation in its managed account programs.