Brian Johns Petersen

David Schedler is a financial advisor at Cowling Bay Wealth Management, LLC in Oshkosh, WI, with eight years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for Legacy Private Trust Company for 15 years. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning for high-net-worth individuals, trusts, and estates. The firm uses a long-term investment approach with low-cost mutual funds, ETFs, and other asset types as appropriate, managing a small client roster focused on larger accounts.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. Outside of her advisory work, she owns a small family coffee business, Lakeshore Coffee Co., and serves as an elected official on the Oshkosh City Council. Great Lakes Financial Strategies, LLC provides individualized investment management and financial planning to a small client base consisting of individuals and businesses. The firm uses a combination of passive and active strategies with strategic asset allocation and employs both discretionary and non-discretionary portfolio management, alongside educational seminars and public speaking on personal finance.

Lawrence Mroczkowski is a financial advisor at Valley Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Verve Wealth Management, LPL Financial, and Citizens First Credit Union. Mroczkowski operates an independent advisory firm based in Oshkosh, WI. Valley Wealth Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a discretionary investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs, and serves a notably large client base including corporate clients.

Darin Walter is a financial advisor with Carl M. Hennig, Inc. holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at RBC Capital Markets since 2013. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving about 24 clients with approximately $24.7 million in assets. The firm primarily provides non-discretionary advisory services and places brokerage clients into third-party programs, maintaining oversight and delivering periodic reports.

Kim Molitor is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, Wisconsin, holding a Series 65 designation with 12 years of industry experience. She has been with Windward Wealth Strategies since 2015. Outside of her advisory role, Molitor serves as Vice President of Fox Valley Pro Basketball, Inc., an organization involved in the development of a local basketball arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for about 81 clients, including individuals, corporations, pension and profit-sharing plans, municipalities, foundations, trusts, and pooled vehicles. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis across various asset classes and alternative investments.

Gregory Pierce is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, WI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windward Wealth Strategies since 2015. Outside of his advisory role, he serves as president of Fox Valley Pro Basketball, Inc., an organization involved in developing a local sports arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for a diverse client base that includes individuals, corporations, pension plans, municipalities, and foundations. The firm offers discretionary portfolio management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across various asset classes, including alternative investments and private placements.