April Erin Rasmussen

Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, WI, holding a Series 63 designation and 21 years of industry experience. He previously worked at Mcglone Suttner Wealth Management, Inc. and SII Investments, Inc. ASC 401(k) Management provides advisory services to individual investors and employee benefit plans, specializing in pension consulting, ongoing portfolio management, and financial planning. The firm employs client-specific investment policy statements and long-term strategies using model portfolios developed with a third-party asset manager, and offers cross-border and international planning capabilities.

Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.

Julie Huth is a CFP® professional with 21 years of industry experience. She is currently with Cornerstone Financial Consulting, LLC and also operates Cornerstone Tax Consulting, LLC, where she provides tax, accounting, and small business consulting services. Prior to her current roles, she worked with Huth Advisory Group, LLC and J.A. Huth & Associates, Inc. Cornerstone Financial Consulting serves individuals, including high-net-worth clients, as well as trusts, estates, charitable entities, and retirement plans. The firm offers discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan advisory services, tailoring investment programs to clients’ specific goals and risk tolerance.

John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory role, he provides income tax preparation services for some clients during tax season. Cornerstone Financial Planning, Inc. offers financial planning and discretionary portfolio management to individual and high-net-worth clients and their related trusts and estates. The firm designs portfolios based on asset-allocation models aligned with clients’ objectives, time horizons, and risk tolerances, employing mutual funds, ETFs, and third-party managers, with offerings that include ongoing investment management, insurance and annuity products, and in-house tax preparation.

Donald Swain is a CFA charterholder and holds Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Professional Financial Management, Inc. since 2010, following brief tenures at Raymond James Financial and Wealth Management LLC. Outside of his advisory role, he is a 33.3% member of Algo Properties LLC, a real estate limited liability company. Professional Financial Management, Inc. serves individual and institutional clients with discretionary portfolio management and tiered planning services. The firm employs fundamental and cyclical analysis across defined strategies and emphasizes portfolio monitoring and comprehensive wealth advisory for high-net-worth and fiduciary clients.