Lukas Hubers

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.

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

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, 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.

Joseph Martin is a financial advisor at GoalBridge Wealth Management, LLC in Appleton, WI, holding CFP®, CFA®, and Series 66 credentials with 15 years of industry experience. Prior to founding GoalBridge in 2018, he worked at Ameriprise Financial Services, Inc. for three years. GoalBridge Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach tailored to client goals and risk profiles, managing all client assets internally with quarterly account reviews.

Robert Schoelzel is a financial advisor at Financial Advisory Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Stonehaven Wealth & Tax Solutions, LLC. Outside of advising, he manages residential home construction through Oakwood Homes LLC. Financial Advisory Group, Inc. provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm uses asset-allocation modeling and Monte Carlo planning to guide portfolio construction under discretionary authority.