Nicole Renee Danke

David Schedler is a financial advisor at Cowling Bay Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Legacy Private Trust Company for 15 years and Banc One Securities Corporation for one year. Cowling Bay Wealth Management offers discretionary investment management and integrated financial planning for high-net-worth individuals, trusts, and estates. The firm emphasizes long-term portfolio construction using low-cost mutual funds and ETFs, complemented by fundamental, technical, and charting analysis, with ongoing advisory oversight provided on a mostly discretionary basis.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI. She holds Series 63 and Series 65 designations and has 14 years of industry experience. Her prior work includes roles at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc., among others. Outside of finance, she owns a small family coffee business, Lakeshore Coffee Co., and serves as an elected official on the Oshkosh City Council. Great Lakes Financial Strategies, LLC provides individualized investment management and financial planning primarily for individual and business clients. The firm offers both project-based and ongoing planning, employing a combination of passive and active strategies with a focus on client-specific investment policies.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, WI, holding a Series 63 designation and 21 years of industry experience. He previously worked at Mcglone Suttner Wealth Management, Inc. and SII Investments, Inc. ASC 401(k) Management provides advisory services to individual investors and employee benefit plans, specializing in pension consulting, ongoing portfolio management, and financial planning. The firm employs client-specific investment policy statements and long-term strategies using model portfolios developed with a third-party asset manager, and offers cross-border and international planning capabilities.

Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 11 years of industry experience. She has been with Duell Financial Strategies, formerly FSB, LLC, since 2014. In addition to her advisory role, she is an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm’s investment approach focuses on fundamental analysis with a primarily long-term orientation, tailoring recommendations to clients’ risk tolerance, time horizon, and objectives.

Samuel Duell is the principal advisor at Duell Financial Strategies with 20 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns and manages a business offering fixed insurance products. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and follows a fundamentally based, long-term investment approach tailored to clients’ risk tolerance and objectives.

Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.