Jeffrey Jahnke is a CFP® with 25 years of industry experience, currently serving at Harbour Investments, Inc. since 2018. Prior to that, he worked for 16 years at Woodbury Financial Services. Outside of his advisory role, Jahnke is involved in a coffee shop and tap house business in Sturgeon Bay, where he acts as the financial backer and business consultant. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to build customized strategies and offers both discretionary and non-discretionary portfolio management.

Jack Keller is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Prior to joining Benjamin F. Edwards, he worked for Raymond James Financial Services Advisors Inc. and Blahnik Investment Group. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that utilize strategies managed internally and by third-party managers.

William Maples is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including Lido Advisors, LLC and Pegasus Partners Ltd. Maples has a diverse background that includes roles in property management, state revenue, and education. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management strategies, supported by several hundred advisors and tens of billions in assets under management.

Richard Price is a financial advisor with Eagle Strategies (NY Life) in Sturgeon Bay, Wisconsin. He holds the ChFC® and Series 63 designations and has 31 years of industry experience. Price previously founded Price Financial Group and has been affiliated with New York Life and NYLIFE Securities LLC throughout his career. Outside of advisory work, he serves as a referee for the Door County Men's Over 30 Basketball League and owns a business brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement investors and institutional plan sponsors.

Danny Hanson II is a CFP® professional with 12 years of industry experience, currently serving at RBC Capital Markets since 2018. His previous roles include positions at Nicolet Advisory Services, SII Investments, and Nicolet National Bank. Hanson serves on the boards of DOOR CANcer, Inc., a nonprofit organization, and the Sturgeon Bay Youth Baseball Program. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and charitable clients. The firm customizes strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers along with various portfolio management options.

Nancy Lake is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 37 years of industry experience. She has worked at RBC Capital Markets and its predecessor firm since 2008. 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 a range of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Brian Hartl is a financial advisor with Thrivent Investment Management in Sturgeon Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Thrivent and its affiliates since 2020, and previously worked at Nicolet Wealth Management and Private Client Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial plans across a broad range of topics without portfolio management or implementation services. The firm combines holistic, goal-based planning with optional managed-account programs under a consolidated billing option known as “WealthPlan.”

Eleanor Dean is a Certified Financial Planner (CFP®) with over 51 years of industry experience. She has worked at Osaic since 2024 and previously held roles at Woodbury Financial Services and SagePoint Financial Advisors. Outside of her work at Osaic, she operates Dean Financial Planning Solutions, a sole proprietorship providing financial and investment advice, and is active in insurance sales across multiple states. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm offers a range of integrated brokerage and advisory services and uses various tools and third-party solutions to construct and manage portfolios.

William Kletzien is a financial advisor with Robert Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1983. Kletzien is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering a range of investment strategies from traditional to more complex approaches.

Teresa Bray is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding the ChFC® designation and Series 63 and 66 licenses. She has 34 years of industry experience and has been with Robert W. Baird & Co. for 20 years. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Alison Walker is a financial advisor with RBC Capital Markets in Sturgeon Bay, WI, holding a Series 66 designation and 24 years of industry experience. Her work history includes roles at City National Bank, Nicolet Wealth Management, and SII Investments. She serves as Treasurer of the Door County Maritime Museum and is a board member of the Weidner Center for the Performing Arts. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients' risk profiles and investment preferences.

Michael Stephani is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked with multiple firms, including Lighthouse Wealth Advisory Group and Cape Financial Group. In addition to his advisory role, he serves on the Sturgeon Bay School Board and is involved in a local musical group called The Deep End. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to help clients implement informed investment decisions.

Bennett Fletcher is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2021. His previous roles include positions at Bank of America, Merrill, and JPMorgan securities. He serves on the board of Coombe Land & Cattle Co., a family cattle company in North Platte, Nebraska. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Eric Nelson is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.

Laura Murray is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird & Co. since 2000. Outside of her advisory role, she serves as Vice President and Finance Committee member on the Board of Directors for the Dane County Humane Society. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including separately managed accounts and overlay services.

Spencer Feivor is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2019, he worked at Encandria Staffing Solutions, Georgia Pacific, Pioneer Metal Finishing LLC, Whitewater Textbook Rental, and the University of Wisconsin-Whitewater. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Steven Abrahamson is a financial advisor with RBC Capital Markets in Sturgeon Bay, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2009. Abrahamson serves on the boards of the Door County YMCA and the Door County Memorial Hospital Foundation, where he holds the role of Treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering customized portfolio management and financial planning through a range of advisory programs.

David Harris is a financial advisor with RBC Capital Markets based in Sturgeon Bay, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory work, Harris is involved in several marine-related businesses and nonprofit organizations, including ownership of Atlas Marine and 1000 Island Airboats, LLC, board membership at Chambers Island Marina Co. LLC, service on the Fish Creek Harbor Commission, and volunteer work as a firefighter with Gibraltar Fire and Rescue. He also serves on the board of the Door County Land Trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension and profit-sharing plans, corporations, and charities. The firm offers a range of advisory programs with tailored investment strategies and integrates capabilities across capital markets and asset management affiliates.

Craig Darling is a financial advisor with Robert W. Baird & Co. in Sturgeon Bay, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, Darling serves on the finance committee for St. Matthew's Church and School, is a board member and treasurer of the NDA Foundation, and participates on the investment committee for The Premonstratensian Fathers. He is part of the DDK Group at Robert W. Baird, which offers tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management solutions, combining in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Nathan Abrahamson is a financial advisor at RBC Capital Markets in Milwaukee, WI. He holds the CFA® designation and Series 63 license and has professional experience spanning from 2013, including roles at US Bank and the University of Wisconsin-Madison. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Tara Pierre is a financial advisor at Edward Jones in Sturgeon Bay, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a member of Pierre LLC, a commercial building entity managed by her husband. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ross Schmelzer is a financial advisor with LPL Financial based in Sturgeon Bay, WI. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, including 24 years at Woodbury Financial Services and one year at OSAIC prior to joining LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by over 22,800 advisors and more than $819 billion in discretionary assets.

Charles St Henry is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he owns and operates GnarTech LLC, an online business renting high-end electronic bicycle devices nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning on topics such as retirement, taxes, estate, and business continuation without managing client portfolios directly.