Jonathan David Schweiger

David Horn is the sole advisor at Fiduciary Insight, LLC in Suamico, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Clearing. Outside of his advisory role, Horn is a licensed insurance agent involved in insurance product sales. Fiduciary Insight, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting for company-sponsored plans. The firm offers tailored investment strategies based on client goals and risk tolerances, managing approximately $20 million in discretionary assets with quarterly account reviews.

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Duane McVane is a Series 65-licensed financial advisor based in Green Bay, WI, currently operating Epiphany Health & Wealth. He has prior experience with Neighbors Insurance Group, Bankers Life & Casualty, and Holweg Weber. Epiphany Health & Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and related services including insurance review and health coaching. The firm employs a diverse investment approach incorporating multiple analytic techniques and maintains a long-term trading orientation.

Nathan Barington is the founder and sole advisor of Barington Capital Management, LLC in Green Bay, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Kenneth Melotte III is a CFP® professional with 17 years of experience in financial advising. He is the principal of Melotte Financial Advisors in Green Bay, WI, where he has worked since 2014, including prior roles at Confluence Wealth Management LLC and Plante Moran Financial Advisors. Melotte Financial Advisors provides portfolio management and comprehensive financial planning services for individuals and families across a range of net-worth levels. The firm uses a strategic asset allocation process based on individualized financial projections and stress tests, employing a primarily buy-hold-rebalance approach with the option for tactical adjustments, and offers a Tactical Growth strategy aimed at managing downside risk during market declines.

Ronald Blasczyk is a financial advisor at RB Investment Management Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. RB Investment Management Inc. is an independent, single-advisor firm that offers discretionary investment management, financial planning, and consulting services to individual clients and trusts. The firm employs a variety of analytical methods and asset-allocation strategies across multiple investment types and maintains an institutional custodial relationship with a digital onboarding platform.