Matthew Mc Kelvey is a financial advisor with LPL Financial holding a Series 66 designation and 8 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Premier Community Bank. He also serves as a notary in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with account management by investment adviser representatives who use a variety of investment strategies.

Jeffrey Just is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 15 years. He also owns and operates J Just Investments, an insurance sales and service business. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment portfolios.

Karen De Baker is a CFP®-certified financial advisor with 11 years of industry experience, currently with Ameriprise since 2024. She previously worked at Raymond James Financial Services and Edward Jones. Outside of advising, she is co-owner of Knotted Chain, LLC, a retail business in Suamico, WI. Ameriprise offers retirement-income planning services tailored to clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Christopher Kwilinski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Kwilinski has been with various Raymond James entities since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced modeling tools, while also supporting municipal finance through a unique affiliation with a municipal advisor.

Natalie Rebman is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. She also has experience working with Jupiter Christian School and a private advisory practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Kassie Soulek is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Soulek is also a sales representative for Guardian Life, specializing in Funeral Trusts as part of estate planning. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs advanced asset-allocation tools and supports a variety of managed account solutions, with a platform built from multiple mergers and extensive third-party partnerships.

Henry Koehne III is a CFP® professional with 18 years of industry experience, currently serving at Cetera since 2021. He previously worked at VOYA Financial Advisors for seven years and also operates Koehne Accounting & Tax Solutions, providing tax and accounting services. Additionally, he is involved in wetlands preservation and farmland rentals through related family entities. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide. It offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients, with a multi-manager platform that includes both affiliated and third-party investment options.

Lee Schram is a Series 66-licensed financial advisor with Edward Jones in Suamico, WI. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 strategies supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Charlie Rotherham is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Elite Group and Nicolet Wealth Management and spent time in education. Outside of his advisory role, he serves on the finance committee for the CP Center and holds a minority partnership in The Elite Group, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

James Koetting is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has six years of industry experience. Prior to joining Raymond James, he worked at Strategic Financial Group and Ameriprise Financial Services. Outside of his advisory role, Koetting serves on the boards of MHO, Inc., a charitable organization, and Ashwaubenon Youth Baseball, where he is involved in organizing tournaments, and also works as an event hall bartender. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and promotes implementation through various advisory programs, supporting a broad network of advisors and affiliated firms.

Bethany Bouche is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at BayCare Health Systems and Shopko Stores Operating Co., LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model recommendations developed by unaffiliated asset managers and supported by discretionary portfolio management.

Joseph Bemis is a financial advisor at Edward Jones in Green Bay, WI, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 13 years with Associated Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Trevor Zellmer is a financial advisor at Edward Jones in Suamico, WI, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Associated Investment Services, Inc., Midwest Professional Planners, Ltd, and Illinois State University, as well as experience outside finance with Double Z Trucking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jay Kramer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cetera Wealth Services since 2016 and joined Cetera in 2023. Outside of advisory work, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Daniel Holl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 29 years of industry experience. Holl has operated his own financial planning and support companies since 2013 and has been affiliated with Raymond James since 2008. Outside of advising, he is a partner in a rental real estate venture in Green Bay, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a non-discretionary approach tailored to client goals and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Cheryl Tibbs is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, she is involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies supported by third-party managers and custodians, operating at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Dustin Soulek is a Series 66-licensed financial advisor at OSAIC with 15 years of industry experience. He previously worked at Woodbury Financial Services and Green Bay Packaging, among other roles. Outside of his advisory work, he holds an administrative position with KAS Investment Services, Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using firm-provided asset-allocation tools and access to third-party money managers and wrap programs.

Debra Biersteker is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Seth Deuman is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including with West Shore Home LLC and the Orange County Parks Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

John Guyette is a Series 63-licensed financial advisor with Edward Jones in Green Bay, WI, and has 23 years of industry experience. He has been with Edward Jones since 2003. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.