Selese Anderson is a financial advisor with LPL Financial based in Green Bay, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial, Anderson worked at Ameriprise Financial Services and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and other institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Corbin Keller is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Keller is a majority owner of Packerland Office Center, LLC, where he manages an office building and related property maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Amanda Garrison is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2017. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trisha Tetzlaff is a financial advisor with Mass Mutual Investors Services in De Pere, WI, holding Series 63 and Series 65 registrations and 18 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2017 and previously at Transamerica Financial Advisors, Inc. from 2012 to 2017. Outside of her advisory role, she serves as secretary for the Tetzlaff Family Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and offers asset management, wrap and money-manager programs, and educational seminars.

Jonathan Schweiger is a financial advisor with Edward Jones in Suamico, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is involved in music as a singer and songwriter with Spirit in the Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Jenifer Zobro is a financial advisor at Edward Jones in Hobart, WI, holding a Series 66 designation with one year of industry experience. Her background includes roles in dental care and health services, as well as self-employment with NuSkin Health & Beauty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 advisors.

Chris Thelen is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Fox Communities Credit Union, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. He is currently associated with Fox Communities Credit Union Investment Services in conjunction with his LPL business. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Heather Weller is a CFP® certificant affiliated with RBC Capital Markets, LLC, based in Green Bay, WI, with experience spanning roles at Associated Bank, N.A. and City National Bank. She has been with RBC Capital Markets since 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Brady Lenius is a CFP® and ChFC® credentialed financial advisor with five years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC, Woodbury Financial Services Inc, and Lenius Financial Services, which he continues to operate as a separate business. 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 wide range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Michelle Atwell is a financial advisor with Ameriprise in De Pere, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Nicolet National Bank and Nicolet Wealth Management. She is also an associate financial advisor at DP380 LLC, providing comprehensive financial planning and money management services. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-based recommendations that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ted Matuszak is a financial advisor with LPL Financial in Pulaski, WI, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Denmark State Bank, Wells Fargo Clearing, and Edward Jones. Outside of finance, he has worked as an Uber driver since 2016. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and operational tools.

Kal Overlien is a financial advisor with Edward Jones in De Pere, Wisconsin, holding a Series 63 designation and 22 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 manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Sullivan is a financial advisor with Osaic Wealth, Inc. in Green Bay, WI. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Stifel and various roles outside the financial industry. He also serves as a Wisconsin Public Notary Agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Kyle Laubenstein is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Daniel Glinski is a financial advisor with Ameriprise in Green Bay, WI, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2007, with a brief period of unemployment from 2021 to 2022. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a process supported by algorithmic automation and oversight, primarily serving clients with assets in Ameriprise-managed accounts.

James Wendland is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in education for over a decade at Fox Valley Lutheran High School and St. Croix Lutheran Academy. He is also pursuing involvement as a youth and high school basketball official in Appleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Timothy Benes is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ann Jahnke is a financial advisor at RBC Capital Markets with 27 years of industry experience. She has held positions at Merrill from 1995 to 2019 before joining RBC Capital Markets in 2019. Jahnke holds the Series 66 designation and is based in Green Bay, WI. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Ilya Dayter is a Senior Financial Advisor at Merrill Lynch Wealth Management in Green Bay, Wisconsin. He serves a diverse clientele across the country, including business owners, entrepreneurs, corporate executives, and individuals seeking to manage and grow their wealth effectively. Ilya's advisory approach emphasizes understanding clients’ financial situations, goals, and challenges to develop tailored wealth management strategies. He specializes in employee benefits for businesses, trust and wealth transfer planning for families, and exit planning, frequently collaborating with clients' legal and accounting advisors to integrate various financial aspects. Before entering financial services, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles including Air Force Coalition Coordinator in Kyrgyzstan. He holds a Bachelor's Degree from Chapman University and has earned several professional designations: Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Retirement Accredited Financial Advisor (RAFA). Ilya is actively involved in his community, serving on the Police and Fire Commission for the Village of Howard, previously presiding over the Howard Suamico Business & Professional Association, and participating in groups such as the Bank of America Military Support & Assistance Group and the Northeast Wisconsin Veterans Alliance. He is bilingual in English and Russian. Outside of work, Ilya enjoys spending time with his family, as well as activities including gardening, golfing, pickleball, scuba diving, skiing, tennis, and traveling.

Tyler Schumacher is a financial advisor at Ameriprise in De Pere, WI, with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms, including Northwestern Mutual and David Hesse. Outside of his advisory role, he is employed with Tambourine Operational Support 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 that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.