Candice Marie Baumler

David Horn is the principal of Fiduciary Insight, LLC, an independent firm based in Suamico, WI. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial services industry, including prior roles at Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales. Fiduciary Insight provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored strategies based on client goals and risk tolerances. The firm also delivers retirement plan consulting and manages approximately $20 million in discretionary assets, employing a variety of investment approaches and regular account reviews.

Ronald Blasczyk is a financial advisor with RB Investment Management Inc. in Little Suamico, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. Prior to founding RB Investment Management in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Advisors for a combined 11 years. RB Investment Management Inc. provides discretionary asset management and standalone financial planning services to individuals and trusts, managing approximately $11.5 million for about two dozen clients. The firm offers customized portfolios using a range of asset allocation strategies and employs multiple analysis methods while assisting clients with selecting and monitoring third-party money managers.

Steven Westenberg is a financial advisor at Packerland Brokerage Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 1995. Outside of advising, he serves on Packerland Brokerage’s Board of Directors. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of account management options and manages approximately $909 million in client assets.

Steven Effert is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Trustmont in 2020, he worked at Securities Service Network, Inc. from 2016 to 2020. Effert serves as treasurer for N.E.W. New Near North Club, a nonprofit supporting natural resource protection through outdoor activities. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion, offering discretionary portfolio management as well as access to third-party managers and brokerage products.

James Czubek is a financial advisor at Associated Investment Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Associated Investment Services since 2019, following 15 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with approximately $1.169 billion in regulatory assets under management.

Michael Kresl is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group, Packerland Brokerage Services, Anico Financial Services, and American National Insurance Company. In addition to his advisory role, Kresl is a Certified Public Accountant involved in tax return preparation and agency work in fixed insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, serving clients through a network of investment adviser representatives.