John Albert Wilke Jr.

David Schedler is a financial advisor at Cowling Bay Wealth Management, LLC in Oshkosh, WI, with eight years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for Legacy Private Trust Company for 15 years. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning for high-net-worth individuals, trusts, and estates. The firm uses a long-term investment approach with low-cost mutual funds, ETFs, and other asset types as appropriate, managing a small client roster focused on larger accounts.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. Outside of her advisory work, 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, LLC provides individualized investment management and financial planning to a small client base consisting of individuals and businesses. The firm uses a combination of passive and active strategies with strategic asset allocation and employs both discretionary and non-discretionary portfolio management, alongside educational seminars and public speaking on personal finance.

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.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

William Degeneffe is the sole advisor at Appleton Investment Management Inc. in Menasha, WI, with 30 years of industry experience. He has operated as a sole proprietor under Fox Investors Inc. or his own name since 1988. Outside of financial advising, he is involved in managing several real estate investments as president and part-owner of multiple local property entities. Appleton Investment Management Inc. is an independent, single-advisor firm providing portfolio management services to individual clients. The firm focuses on individualized portfolio management with ongoing account review and currently serves one client with approximately $1.07 million in assets under management.