Cade Milton is a financial advisor at Edward Jones in De Pere, WI, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he has worked in various roles including positions at the Wisconsin State Capitol and several educational and service industry employers. 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, supported by a large nationwide network of financial advisors and branch offices.

Hugo Bosselaar is a financial advisor with Fidelity Investments in De Pere, Wisconsin, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Whole Foods Market, Lifetime Fitness, Starbucks, and 5 Star Nutrition prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad array of investment products, including mutual funds, ETFs, and fund-of-funds.

Molly Carlson is a financial advisor at RBC Capital Markets with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining RBC Capital Markets, she worked at City National Bank and Associated Trust Company, NA. 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 provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Joshua Smith is a CFP® professional with over 15 years of experience in the financial services industry. He is currently with RBC Capital Markets and has held prior roles at Associated Investment Services, Inc. and Associated Trust Company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through various advisory programs. The firm utilizes a combination of in-house and third-party investment managers and provides a range of services such as tax management and responsible-investing options.

Pamela Schott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 18 years of industry experience. She has been affiliated with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she is a Mary Kay consultant primarily for personal use of products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across a broad range of financial topics, allowing clients to combine planning with managed-account programs while maintaining separate planning and investment services.

Leonard Stadtmueller is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wealth Plan and Harbour Investments from 2015 to 2022. Outside of his advisory role, Leonard serves on the Board of Directors for St. Francis Xavier Parish and is a trustee of the Dufek Charitable Foundation. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written retirement income recommendations through a centralized consulting team.

Mark Kanyanta is a financial advisor at Ameriprise in Green Bay, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2020, he worked at BMO Harris Financial Advisors and several other firms. He is also involved with Black Diamond Enterprises as an associate advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Christopher Kruck is a financial advisor with Ameriprise in Sturgeon Bay, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is involved in managing a real estate business through ownership of Door Peninsula Rental LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in collaboration with its financial advisors.

Ryan Armock is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has worked at several Cetera affiliates since 2022, following prior roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Private Client Services, and SII Investments. Outside of his advisory work, Armock is president of Era of Blooms, LLC, a floral design business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Patrick Loritz is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial and BMO Financial Group. He is also affiliated with Tenacity Advisory Group, where he shares best practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Gabriel De Casas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He began his career in this field in 2024. Prior to joining the firm, he held various roles including positions at Ave Maria University and State Farm. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Mark Zurowski is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and was previously affiliated with Grace Community Church from 2016 to 2019. Outside of advising, he owns a commercial real estate business in Green Bay that leases office space to Edward Jones dual financial advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Richard Murray is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and operates a seasonal Christmas tree farming business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Stockheimer is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The O.N. Equity Sales Company for 22 years. Outside of his advisory role, he is an independent agent for fixed insurance and owns Alpha Asset Strategies, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party managers to deliver customized investment solutions.

Mary Wubker is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Based in Green Bay, WI, she serves clients through one of the largest institutions in the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with a range of strategic and tactical asset allocation options.

Heather Karcz is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her own entities, including Zuehlke Karcz Financial Group and ZK Financial Group LLC, since 2015. Karcz serves on the boards of several nonprofit organizations, including Capital Credit Union and the University of Wisconsin Green Bay Foundation, where she holds financial oversight roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning using analytical tools and supports its municipal and public finance work through a unique municipal advisor affiliation.

Jason Wilke is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at City National Bank, Associated Investment Services, Inc., and Associated Trust Company. He serves on the board of the Greater Green Bay YMCA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and provides options such as tax management and responsible investing screens.

Stefan Morse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Stainton's. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Steven Johnson is a CFP® professional affiliated with OSAIC, bringing 41 years of industry experience. His career includes long tenures at Woodbury Financial Services and SII Investments, alongside ongoing leadership in accounting and tax preparation through his own firms. Outside of finance, he is active in his community as a high school football referee, baseball coach, and officer in local youth baseball organizations. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment options and platforms supported by firm-provided asset-allocation and risk management tools.

Roxanna Bruss is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera in De Pere, WI. She has been with Cetera and its related entities since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and custodial relationships.