Jennifer Carr is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services LLC and Associated Investment Services, Inc. Outside of her financial advisory role, she is involved in several community and service activities, including working as a beauty consultant, serving at local restaurants and event venues, assisting elderly and disabled individuals, and volunteering at a religious institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing both in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and integrated services.

Samuel Timmerman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2017. Outside of his advisory role, he owns and operates a business selling collectibles and video games. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Richard Vezina is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he is involved in various non-investment related business ventures including partnerships in commercial real estate and aircraft management. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through multiple advisory programs. The firm integrates in-house and third-party investment resources with options for tax management and responsible investing.

Polly Roeser is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She previously worked at Merrill from 2012 to 2020 before joining RBC Capital Markets in 2020. Outside of her advisory role, she serves as an election day volunteer in the City of Green Bay Clerk's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

William Guise is a financial advisor with Osaic and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, with prior affiliations including Fortis Investors, Inc. and Woodmen Financial Resources Ltd. He is also the president and owner of Covenant Planning Group, a sole proprietorship focused on insurance sales and planning services. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Michael Gillespie is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Tax Management Services, MML Investors Services, and MassMutual Life Insurance. Gillespie is involved with Gillespie & Associates Financial Services, where he analyzes and recommends life, disability, and long-term care insurance products, as well as funeral trusts and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a broad range of investment options and uses various tools and platforms to construct and manage client portfolios.

Christopher Grassel is a financial advisor with OSAIC in Green Bay, WI, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has previously worked at Woodbury Financial for 18 years and has been involved with Woodmen Financial Resources Ltd. since 2006 in a financial planning role. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, and provides access to third-party money managers and managed account solutions.

Ryan Spiering is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. He previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory role, he serves as CEO and board leader of Kaukauna Kinder Haus, a nonprofit daycare center, and is a board member of the Green Bay Duck Hunters Association. 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 offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Eric Pelnar is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Sii Investments. Outside of advisory work, he serves as a board member of the Estate Planning Council of Northeast Wisconsin, where he assists with continuing education and event organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms and legacy programs.

Katrina Mleziva is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of advisory work, she is employed at ZK Financial Group LLC, where she assists with client inquiries and onboarding. 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 investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public finance through a unique affiliation with a municipal advisor.

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.

Zachary Gilson is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at U.S. Bancorp Investments, Inc., Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He serves on the Board of Directors for the Willie D. Davis Finance & Investment Laboratory Advisory Board at the University of Wisconsin - Green Bay and works as a group fitness trainer outside of his advisory role. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with significant investable assets through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

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.

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.