Marguerite Mastalir

Larry Brunette is a financial advisor with LNB Financial LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has previously worked at Guardian Financial LLC, Cedar Hill Associates, Cambium Asset Management, and Lakeland College. Outside of his advisory roles, he is involved in a cash crop and land maintenance business through Brunette Country Estates. LNB Financial LLC provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $37.2 million in discretionary assets, offering tailored asset-allocation strategies and ongoing account supervision, with a notable focus on serving charitable and institutional clients.

Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.

Shaefer Oshefsky is a financial advisor with Harbour Investments, Inc. in Luxemburg, WI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been affiliated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as town clerk for the Town of Montpelier and is involved in timber harvesting through his ownership of Oshefsky Timber. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Dana Tupper is a financial advisor at Midwestern Securities Trading Company, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. He is also an associate at Bank of Luxemburg and serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. He also serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients, offering both discretionary and non-discretionary managed accounts alongside brokerage and insurance products.

Erin Hackbart is a financial advisor at Midwestern Securities Trading Company, LLC with Series 66 credentials and one year of industry experience. Prior to her current role, she worked at Door County Coffee for eight years and has been an independent contractor with Mary Kay since 2015. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, combining fundamental and technical analysis with third-party research, and serves a large retail client base through 41 advisors.