Edward Bruno Degeneffe

Anthony Krance is a CFP® professional with 17 years of experience in financial advising. He is the principal of Circle R Wealth LLC, an independent firm he has led since 2009. In addition to his advisory role, he operates a sole proprietorship that provides insurance products and services. Circle R Wealth LLC offers asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing various strategies including model portfolios through third-party managers, with most client assets managed on a non-discretionary basis.

David Jones is a financial advisor with D & G Advisory Group, L.L.C., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at D & G Advisory Group since 2002, following a 22-year tenure at FSC Securities Corporation and a brief period at OSAIC. D & G Advisory Group provides investment management and financial planning services primarily for individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and certain business entities. The firm employs a value-oriented investment approach with both long-term and short-term strategies, actively manages client portfolios, and offers tailored services that include retirement, tax, estate planning, and insurance products.

Gail Jones is a Series 65-licensed financial advisor with D & G Advisory Group, L.L.C. in Menominee, MI, where she has worked since 2011. She has six years of industry experience. D & G Advisory Group provides investment management and financial planning primarily for individual and high-net-worth clients, also serving retirement accounts, trusts, estates, charitable organizations, and certain business entities. The firm employs a value investing approach with a long-term horizon, supplemented by short-term strategies and active portfolio management tailored to client profiles.

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.

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.