William Hornbuckle IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Fidelity in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Adam Lewitzke is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset bucketing. The firm uses a centralized consulting team and algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Joel Bogenschuetz is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery conversations and advanced modeling tools.

Brenda La Combe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked at Bmo Harris Financial Advisors, M&I Trust Company, M&I Insurance Services, Bmo Harris Bank NA, and M&I Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and multiple investment strategies.

Daniel Bekx is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Thrivent Investment Management since 2008 and worked within various Thrivent Financial entities during that time. Outside of his advisory role, he performs as a freelance wedding musician and entertainer, providing live and recorded music for private wedding events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Adam Turnquist is a financial advisor with LPL Financial who holds Series 66 and Series 63 credentials and has 14 years of industry experience. He previously worked at Piper Jaffray & Co. for six years before joining LPL Financial in 2022. 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 broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Bauman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in managing portfolios and client relationships, offering advice in equity and fixed income investments, estate planning services, and life insurance planning. David works with families and businesses to develop personalized financial strategies aligned with their long-term goals, utilizing a goals-based approach and fee-based compensation model. David holds a Bachelor's degree from Lawrence University, a Juris Doctorate from the University of Wisconsin Law School, and a Master of Business Administration from the University of Wisconsin School of Business. He has earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Personal Investment Advisor (PIA) designations. His experience includes roles as a financial representative, investment manager, and wealth management advisor. He is actively involved in his community through board memberships with the Fox Valley Symphony Orchestra and the Neenah Rotary Foundation. David has been a member of the Rotary Club of Neenah since 2011 and serves on its Board of Directors. His personal interests include football, music, scuba diving, spending time with family, swimming, traveling, and watching movies.

Jeremy Kittoe is a financial advisor with Morgan Stanley in Green Bay, WI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Scottrade, Inc., spanning nearly two decades. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers these services both directly and through corporate financial planning agreements.

Kurt Eaton is a CFP®-designated financial advisor with Edward Jones in Seymour, WI, where he has worked since 2009. He has 17 years of industry experience. Outside of advising, he is the owner of a local real estate business, South Main Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Rick Holewinski is a CFP® professional at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in business ownership through Black Diamond Enterprises, where he provides leadership and strategic direction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.