Jason Lee Opie

William Heiting is a financial advisor with Retirement Wealth Solutions LLC in Marshfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLife Securities Inc., and New York Life Insurance. Outside of advising, he serves on the board of the Marshfield Area Community Foundation and participates in financial strategic planning for the Diocese of La Crosse. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm uses asset allocation as a core framework and incorporates various techniques including dollar-cost averaging and technical analysis, emphasizing risk management and tax awareness in its process.

Alli Schoengarth is a financial advisor at Retirement Wealth Solutions LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she held roles at Neillsville Country Club, LLC and Schmitty's on Main. She is also an independent insurance agent. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm uses asset allocation as a core framework and incorporates various investment techniques, emphasizing risk management and tax awareness.

Patrick Gall is a CFP® and ChFC® with 19 years of industry experience. He is currently with Retirement Wealth Solutions LLC, where he has worked since 2022, following prior roles at Eagle Strategies LLC and New York Life. Gall serves on the boards of the ODC Foundation Inc. and the Marshfield Clinic Health System YMCA. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a customized investment approach emphasizing asset allocation, risk management, and tax awareness, managing approximately $227 million in discretionary assets across a three-advisor team.

Chris Neufeld is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Neufeld has worked at Harbour Investments and Neufeld Capital Management since 1996 and was previously associated with Focused Tax Solutions for nine years. He is also an independent insurance agent, which may include equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Hayley Scheppler is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Neufeld Capital Management and Guiding Hand. Outside of her advisory role, she manages rental properties for her fiancé's business. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services with multiple investment approaches employed by individual advisors and third-party managers.

Randy Gershman is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 63 designation and over 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he manages a single-member LLC for personal aircraft use. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.