Christopher Jaworski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Jaworski is involved in agricultural activities through ownership of a hay and grain farm and participates in local community organizations, including serving as treasurer for the Pulaski Area Turkey Chasers and board member roles related to organic farming and parish school investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, notably insurance-related products and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Lloyd Leuthner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at LPL Financial, Girard Securities, and his own CPA practice. Outside of advising, he is a board member of Woodlawn Cemetery in Green Bay and works in tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to third-party money managers and various program structures.

Jesse Graff is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Cetera in 2025, he spent seven years with Avantax Investment Services and Avantax Advisory Services. Outside of his advisory work, he has extensive experience managing accounting and tax preparation services through his ownership of J.L. Graff Enterprises, which provides tax, accounting, payroll, and financial advisory services. He is also treasurer of TMJ Lanes Inc, a local bowling alley. Cetera Investment Advisers LLC is an 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.

James Johnson is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for ten years at Penske Mercedes-Benz of West Covina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Sitek is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, BMO Asset Management Corp., and M&I Investment Management Corp. Outside of his advisory work, he serves as a committee member of the Hunters Run Homeowners Association in Suamico, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial professionals.

Jordan Parkin is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones, Money Concepts Capital Corp., BMO Harris Bank, Marco Technologies LLC, and Quest Analytics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.

Christelyn Bayerl is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding a Series 63 designation and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Wilson is a financial advisor at Edward Jones with 22 years of industry experience. He has held his position at Edward Jones since 2003 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Allison Pamperin is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at LPL Financial since 2024 and has over a decade of experience at BMO Bank. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology, and a broad spectrum of investment options.

Josie Streicher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked at Bankers Life and Casualty and has experience in the hospitality sector. She also operates a business under the name Voyageur Financial Group, LLC. Equitable Advisors serves a broad client base, including individual investors, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a variety of investment programs and third-party managers to tailor solutions based on clients’ risk tolerance and needs.

Michael Madson is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2007 and has 19 years of industry experience. Prior to Equitable Advisors, he was affiliated with AXA Advisors, LLC. Outside of his advisory role, Madson serves on the board of the Oneida Golf and Country Club and is involved in several investment partnerships and business ventures. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm employs a model-based investment approach utilizing third-party managers and does not sponsor its own wrap fee program.

Marsha Walls is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. She holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 17 years at Woodbury Financial Services INC prior to joining Osaic in 2024. Outside of her advisory role, Walls owns Walls Wealth Design, LLC, assisting clients with insurance and investment needs, and sells crafts at local fairs as a hobby. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and can be managed on discretionary or non-discretionary bases.

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.

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.

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.

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.

Marguerite Mastalir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Equitable Advisors since 2005, previously associated with Axa Advisors, LLC. Outside of her advisory work, she serves as treasurer for the Kewaunee Optimist Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk profiles and objectives.