Lyndsey Doro is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She currently holds associate and advisor trainee roles at Cape Wealth Advisors LLC and Lake Edge Wealth Advisors LLC. Her prior experience includes various roles at Raymond James Financial Services Advisors, Inc., and Cape Financial Group. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports specialized municipal and public-finance work as well as SIMPLE IRA employer advisory programs.

Stacie Rosera is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.

Kathy Noll is a financial advisor at Morgan Stanley with 27 years of industry experience. Her career includes roles at Robert W. Baird, BMO Harris Financial Advisors, and M&I Brokerage Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

Julie Coppersmith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with Thrivent since 2014. Outside of her financial advising role, she serves as an ambassador for the De Pere Chamber of Commerce, participating in community events and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across various planning topics. The firm offers planning and managed-account services separately, with periodic reviews and no discretionary trading authority for the Dedicated Planning Service.

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.

James Grasee is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a real estate holding company, Poppy Seed Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices and offers fiduciary-standard services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Taicher is a financial advisor with Equitable Advisors in De Pere, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Outside of advising, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage services tailored to client goals and risk tolerance.

Anthony Tremblay is a financial advisor with LPL Financial in Green Bay, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise Financial and managing Mackinaws Grill and Spirits. He is also associated with Laura Mossakowski, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, supported by research and model portfolios.

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.

Cullen Johnson is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2026, he worked at Northwestern Mutual in various roles from 2017 through 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Jeanne Wolf is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. She previously worked at SagePoint Financial from 2014 to 2023. Wolf serves on the advisory board of Mission Guides International, an organization that supports Christian mission trips domestically and abroad. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and multiple platforms.

Jon Bartol is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Traunik, Michigan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial planning solutions.

Preston Stary is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton and Associated Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through comprehensive financial planning, portfolio management, and custody services. The firm uses a combination of manager-traded and model-traded strategies, tax-management tools, and ongoing internal research to support client advice.

Thomas Wedige is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Wedige serves as a College Board Trustee and chairs the Finance, Investment, and Audit Committee at the College of Saint Scholastica. He is also an owner or partner in several business ventures, including Voyageur Financial Group, LLC, and Voyajones, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on documented client goals, risk tolerance, and time horizon.

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 with Equitable Advisors in De Pere, WI, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He previously worked for The O.N. Equity Sales Company for 22 years before joining Equitable Advisors. Outside of his advisory role, he owns Alpha Asset Strategies, LLC, which supports staff payroll operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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.

Anthony Naniot is a Series 66-licensed financial advisor at Edward Jones in De Pere, Wisconsin, with 13 years of industry experience. He has been with Edward Jones since 2013. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.