Michelle Caudle

Robert Omelina is the sole advisor at Omelina Group Wealth Management Inc. in Minocqua, WI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Century Securities Associates, Inc. since 2010 and has led his own firm since 2014. Omelina Group Wealth Management provides portfolio management services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a range of analytical tools including Dorsey Wright technical and risk management methods and offers both long-term and short-term trading strategies, managing client assets directly with a focus on documented risk tolerances and regular portfolio reviews.

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.

Theresa Rowland is a CFP® and PFS™ credentialed financial advisor with 17 years of industry experience. She has worked at CGN Advisors, LLC since 2019 and previously at Buckingham Asset Management, LLC. Rowland maintains insurance licenses in Illinois and Arizona but does not engage in insurance sales through her advisory role. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, often engaging third-party managers and offering educational workshops and pension consulting services.

George Follstad is a financial advisor with Principal Financial Services in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1986. In addition to his advisory role, he is licensed as an agent for fixed insurance products including fixed life, annuities, indexed life, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Kluetz is a financial advisor with Morgan Stanley in Minocqua, WI, holding a Series 66 license and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of ON TAP! LLC, a non-investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and employer-based arrangements.