Chase Anthony Vande Yacht

Nathan Barington is the founder and sole advisor of Barington Capital Management, LLC in Green Bay, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Ronald Kolash is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Kolash Wealth Strategies, LLC in Appleton, WI. He has been with Kolash Wealth Strategies since 2011 and also holds a role as Resource Director at Financial Resource Center, Inc. Outside of financial advising, he works as a professional volleyball official. Kolash Wealth Strategies is an independent, single-advisor firm providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and employer retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client portfolios, with services often coordinated alongside accounting and tax-related advice due to the advisor’s CPA background.

Joseph Martin is a financial advisor at GoalBridge Wealth Management, LLC in Appleton, WI, holding CFP®, CFA®, and Series 66 credentials with 15 years of industry experience. Prior to founding GoalBridge in 2018, he worked at Ameriprise Financial Services, Inc. for three years. GoalBridge Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach tailored to client goals and risk profiles, managing all client assets internally with quarterly account reviews.

Robert Schoelzel is a financial advisor at Financial Advisory Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Stonehaven Wealth & Tax Solutions, LLC. Outside of advising, he manages residential home construction through Oakwood Homes LLC. Financial Advisory Group, Inc. provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm uses asset-allocation modeling and Monte Carlo planning to guide portfolio construction under discretionary authority.

Mark Albers is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal advisor at Verus Wealth Management, an independent firm he has been with since 2022. His prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, Wipfli Financial Advisors, and Hewins Financial Advisors. Verus Wealth Management provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, donor-advised funds, and small businesses. The firm employs a portfolio approach based on modern portfolio theory and asset allocation, often emphasizing passive index funds and ETFs, and offers discretionary management with a range of custodial platforms supporting margin lending.