Candice 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 31 years of industry experience. Prior to joining Trustmont in 2020, he worked at Securities Service Network, Inc. and Sii Investments. Effert serves as treasurer for the nonprofit N.E.W. New Near North Club, Inc., which supports natural resource protection through outdoor activities. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

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 American National Insurance Company, Anico Financial Services, Inc., and Packerland Brokerage Services. In addition to his advisory role, he is a Certified Public Accountant providing tax return preparation services. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a range of proprietary and third-party investment platforms to deliver customized asset allocation and portfolio management.