Dennis Durocher

David Schedler is a financial advisor with Cowling Bay Wealth Management, LLC in Oshkosh, WI. He holds Series 65 and Series 66 licenses and has seven years of industry experience. Prior to founding Cowling Bay Wealth Management in 2019, he spent 15 years at Legacy Private Trust Company. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning primarily for high-net-worth individuals, trusts, and estates. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored through fundamental, technical, and charting analysis.

Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. 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 provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes non-discretionary management, builds individualized investment policies, and offers educational seminars and speaking engagements.

John Wypiszinski is the principal of Wiara Investment Management, LLC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has managed Wiara Investment Management since 2009. Outside of his advisory role, he has worked seasonally as a part-time bus driver for Kobussen Buses Ltd. Wiara Investment Management serves pooled and institutional clients, including corporate pension and charitable accounts, as well as individual clients across wealth levels. The firm provides discretionary investment management and supervisory services, integrating financial planning into client relationships, and employs a mix of tactical and strategic strategies using various investment vehicles.

Kameron Koehler is the sole advisor at Kamko Financial in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to founding Kamko Financial, Koehler held roles in various industries including accounts receivable at Pioneer Metal Finishing. Outside of financial advising, Koehler continues to work as an Accounts Receivable Specialist. Kamko Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and selectively hires sub-advisors to implement investment strategies within a discretionary advisory framework.

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.