ADVISOR BIO

Marsha Walls is a financial advisor with over 16 years of experience in the industry. She is currently registered as a Registered Representative with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Osaic Wealth, Inc. is a registered investment advisor with over 94.5 trillion in assets under management. Marsha has a wide range of experience in the financial services industry, including providing financial planning and investment management services to individuals, businesses, and retirement plans.

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ADVISOR BIO

Mary Terese Wetzel is a registered representative with RBC Capital Markets, LLC and has been in the financial services industry since February 17, 2022. Mary is a Series 66 and Series 7TO licensed representative and also holds the SIE license. Mary's branch office is located in Green Bay, WI. Mary's firm is headquartered in New York, NY and manages over $50 billion in assets. RBC Capital Markets, LLC provides financial planning, pension consulting, portfolio management for businesses and individuals, and other services.

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ADVISOR BIO

Mary Lessuise is a registered representative with Morgan Stanley. Mary has been in the financial industry for 12 years. Mary holds Series 66, SIE, and Series 7 licenses. Mary is registered in several states. Mary is also a member of Lessuise Properties, LLC, a real estate investment company.

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ADVISOR BIO

Matthew Veleke is a financial advisor associated with J.P. Morgan Securities LLC in Green Bay, Wisconsin. Matthew is registered to provide investment advice in the state of Wisconsin.

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ADVISOR BIO

Matthew Mayer is a registered representative with Packerland Brokerage Services, Inc. He is a financial advisor based in Green Bay, Wisconsin. Matthew Mayer has been working in the financial industry since January 5, 2009. Matthew Mayer is a registered investment advisor representative in Wisconsin and Arizona and holds Series 7 and 66 licenses. Matthew Mayer provides financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Matthew Van egeren is a financial advisor who is registered with Private Client Services, LLC. Matthew has been in the financial industry since 2003 and has worked for several firms including JOHN HANCOCK DISTRIBUTORS LLC and STRONG INVESTMENTS, INC. Matthew has a Series 66, Series 7 and SIE license and is registered in Michigan and Wisconsin. Matthew specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.

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ADVISOR BIO

Matthew Garot is a financial advisor in Green Bay, WI and has been in the industry since 2007. Matthew is registered with Packerland Brokerage Services, Inc. and is a Registered Representative (Series 6, 7, 63, and 65). Prior to joining Packerland Brokerage Services, Inc., Matthew was an advisor at Associated Investment Services, Inc. and Transamerica Financial Advisors, Inc. Matthew is licensed to provide securities and investment advisory services in 46 states, and has passed the SIE, Series 4, 24, 52, and 53 exams.

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ADVISOR BIO

May Xiong-thao is a financial advisor with Associated Investment Services, Inc. located in GREEN BAY, WI. May has been working in the financial industry since February 14, 1996. May is licensed in Wisconsin and has a total of 7 licenses, including the Series 7, 24, 4, 28, 63, 99TO, and SIE. May is a registered principal with Associated Investment Services, Inc. and has been with the firm since February 15, 1996. May provides financial planning and portfolio management services to individuals and businesses. Associated Investment Services, Inc. is a Registered Investment Advisor with a total of 4578 client accounts and approximately $862,552,767 in assets under management.

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ADVISOR BIO

Melanie Graff is a financial advisor at Morgan Stanley with over 20 years of experience in the financial services industry. Melanie has a strong background in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Melanie holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam and is a Certified Financial Planner. Prior to joining Morgan Stanley, Melanie worked at Fidelity Brokerage Services, LLC and Transamerica Investors Securities Corporation.

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ADVISOR BIO

Melissa Steffek is a financial advisor with Private Client Services, LLC, a firm that offers a wide range of services including financial planning, portfolio management, and educational seminars. Melissa has been working in the industry since 2024 and is licensed to provide investment advice in Michigan and Wisconsin. Melissa holds the Series 63, Series 6TO, and SIE licenses.

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