Matthew C Kluetz

Robert Omelina Jr. is the sole advisor at Omelina Group Wealth Management Inc. in Minocqua, WI, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Century Securities Associates, Inc. since 2010 while leading his own practice since 2014. Omelina Group Wealth Management provides ongoing portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans, developing customized Investment Policy Statements that outline client goals and risk tolerance. The firm employs a variety of analytical methods and primarily recommends the Dorsey Wright relative-strength technical program, managing client assets internally without third-party managers.

Charles Ouimette is a financial advisor with Packerland Brokerage Services, Inc. in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Packerland since 2006 and also serves as owner and president of Wisconsin Benefit Planning, an insurance sales business he has operated since 1989. Ouimette has volunteered with the Minocqua Fire Department since 1980. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers a combination of discretionary and non-discretionary account management, using firm-managed portfolios, wrap programs, and third-party advisory arrangements, while managing both brokerage and advisory assets on the Hilltop/Envestnet platform.

Katrina O Neill is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at Packerland since 2020. Prior to that, she was employed at Sherwin Williams and is also involved with Wisconsin Benefit Planning and Robertson Ryan Associates as an insurance agent. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary and non-discretionary account management, utilizing various investment vehicles and maintaining due diligence on third-party managers.

Dwight Kimber is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 credential and 19 years of industry experience. He has been with Silver Oak Securities since 2009. Outside of his advisory role, Kimber works as an independent insurance agent and serves as treasurer for the St. Germain Evangelical Free Church. He is also involved with the Sayner Barnstormers Snowmobile Club as a groomer and board member. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management and unified managed account programs, combining internal and third-party due diligence to tailor investment strategies to client objectives and risk tolerances.

Theresa Rowland is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 18 years of industry experience. She has worked at CGN Advisors, LLC since 2019 and previously spent two years at Buckingham Asset Management, LLC. She holds insurance licenses in life and health in Illinois and Arizona but has not engaged in insurance sales while affiliated with CGN Advisors. CGN Advisors, LLC provides advisory services to a diverse client base including individuals, families, pension plans, businesses, and charitable organizations. The firm employs a long-term, globally diversified investment approach with fiduciary oversight, offering services such as comprehensive financial planning, investment consultation, portfolio monitoring, and pension consulting.

Michelle Caudle is a financial advisor at Harbour Investments, Inc. with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Harbour Investments since 2011. Caudle also acts as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a range of investment vehicles, and offers model-based solutions through a subscription platform.