Christal Mulder

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.

Benedict Schneider II is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Packerland since 1997 and also operates Schneider Financial Corp. Outside of his advisory work, he is involved in managing rental properties. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory services delivered through a variety of platforms including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Larry Goebel is a financial advisor with Merit Financial Advisors in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. He is also the president and owner of Goebel Insurance & Financial Inc., an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, supported by an Investment Management team and committee, and offers specialized services such as independent fiduciary and ESOP trustee work.

Lisa Adams is a CFP® with 34 years of experience in the financial industry. She has worked at Commonwealth Financial Network since 2017 and previously spent eight years at SII Investments, Inc. In addition to her advisory role, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational support and investment management tools while allowing advisors discretion in portfolio construction.

David Adams is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Commonwealth since 2017 and previously spent eight years at Sii Investments. He has also operated Financial Connection since 1995. Adams is involved in fixed insurance servicing as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients by providing a range of advisory programs, operational support, and technology solutions. The firm offers various investment management options, including discretionary model portfolios and personalized indexing, supporting advisors who often operate under their own brand names.