Mark R Reich

James Thomas is a CFP® professional with 27 years of experience at Thomas Financial Planning, LLC, an independent advisory firm he has operated since 1999. He serves as financial secretary for the Endowment Fund at Prince of Peace Lutheran Church in Eagle River, WI, providing investment advice and preparing quarterly reports on a volunteer basis. Thomas Financial Planning, LLC is a fee-only registered investment adviser serving a small client base that includes individuals, high-net-worth clients, and select charitable institutions. The firm employs a tactical asset allocation process focused on diversified portfolios mainly through mutual funds, with discretionary portfolio management and an emphasis on periodic rebalancing and cost control.

Thomas Wittkopf is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., SII Investments, Inc., and LPL Financial, LLC. He also serves as President and CEO of Great North Bank and owns a small business, Witt Guns & Ammo. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets.

Justen Schemmel is a Series 66-registered advisor with Cambridge Investment Research Advisors, based in Eagle River, WI, with six years of industry experience. Prior to joining Cambridge, he worked at ABB for eight years. Outside of his advisory role, Schemmel is involved in community activities including maintenance work for a local youth soccer association and serving on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides both discretionary and non-discretionary portfolio solutions with access to proprietary and third-party strategies.

Maxwell Wolosyn is a CFP® professional with 11 years of industry experience, all of which he has spent with Edward Jones since 2015. He holds the Series 66 license and is based in Eagle River, WI. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at BMO Harris Financial Advisors since 2012 and M&I Bank since 1989. Outside of advising, she owns a restaurant equipment service business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Scott Wickman is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors and 23 years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.