Kelly Duel

David Schedler is a financial advisor with Cowling Bay Wealth Management, LLC in Oshkosh, WI. He holds Series 65 and Series 66 licenses and has seven years of industry experience. Prior to founding Cowling Bay Wealth Management in 2019, he spent 15 years at Legacy Private Trust Company. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning primarily for high-net-worth individuals, trusts, and estates. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored through fundamental, technical, and charting analysis.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. 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 provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes non-discretionary management, builds individualized investment policies, and offers educational seminars and speaking engagements.

Robert Harris is the sole advisor at Harris Financial Services, Inc. in Oshkosh, WI, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Harris Financial Services since 1991 and has a longer tenure at Wisconsin Financial Group Inc dating back to 1978. Harris Financial Services, Inc. provides personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a globally diversified investment approach that emphasizes passively managed index and exchange-traded funds, supplemented selectively with actively managed funds, and offers non-discretionary account management alongside planning services such as cash-flow, retirement, and education funding.

Kameron Koehler is the sole advisor at Kamko Financial in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to founding Kamko Financial, Koehler held roles in various industries including accounts receivable at Pioneer Metal Finishing. Outside of financial advising, Koehler continues to work as an Accounts Receivable Specialist. Kamko Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and selectively hires sub-advisors to implement investment strategies within a discretionary advisory framework.

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.

Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. She has been with Duell Financial Strategies, formerly known as FSB, LLC, since 2014. In addition to her advisory role, she is also an independent insurance agent involved in insurance sales. Duell Financial Strategies provides financial planning and refers client assets to third-party money managers, offering a broad range of securities and fundamental analysis. The firm serves individual clients and complements its advisory services with insurance products through its associates.