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.

Nicole Mooren is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Mooren is based in Green Bay, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.