Jonathan E Wilburn

David Schedler is a financial advisor at Cowling Bay Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Legacy Private Trust Company for 15 years and Banc One Securities Corporation for one year. Cowling Bay Wealth Management offers discretionary investment management and integrated financial planning for high-net-worth individuals, trusts, and estates. The firm emphasizes long-term portfolio construction using low-cost mutual funds and ETFs, complemented by fundamental, technical, and charting analysis, with ongoing advisory oversight provided on a mostly discretionary basis.

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. She holds Series 63 and Series 65 designations and has 14 years of industry experience. Her prior work includes roles at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc., among others. Outside of finance, 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 primarily for individual and business clients. The firm offers both project-based and ongoing planning, employing a combination of passive and active strategies with a focus on client-specific investment policies.

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.

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.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, WI, holding a Series 63 designation and 21 years of industry experience. He previously worked at Mcglone Suttner Wealth Management, Inc. and SII Investments, Inc. ASC 401(k) Management provides advisory services to individual investors and employee benefit plans, specializing in pension consulting, ongoing portfolio management, and financial planning. The firm employs client-specific investment policy statements and long-term strategies using model portfolios developed with a third-party asset manager, and offers cross-border and international planning capabilities.