Mark 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 financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He has worked at Cambridge Investment Research Advisors and its affiliated entities since 2019 and previously spent eight years at ABB. Outside of his advisory role, Schemmel volunteers with the Headwaters Youth Soccer Association and serves on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using a variety of platforms and third-party strategists.

Maxwell Wolosyn is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagle River, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Harris Financial Advisors and M&I Bank. Outside of her advisory role, she owns a restaurant equipment service business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Ronald Patterson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 35 years of industry experience, including prior roles at Commonwealth Financial Network and First National Investment Center. He serves on the board of Aspirus Hospital North Division and is involved with Ducks Unlimited. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party strategists in its investment approach.