Paul Matthew Aftanas

David Jones is a financial advisor with D & G Advisory Group, L.L.C., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at D & G Advisory Group since 2002, following a 22-year tenure at FSC Securities Corporation and a brief period at OSAIC. D & G Advisory Group provides investment management and financial planning services primarily for individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and certain business entities. The firm employs a value-oriented investment approach with both long-term and short-term strategies, actively manages client portfolios, and offers tailored services that include retirement, tax, estate planning, and insurance products.

Gail Jones is a Series 65-licensed financial advisor with D & G Advisory Group, L.L.C. in Menominee, MI, where she has worked since 2011. She has six years of industry experience. D & G Advisory Group provides investment management and financial planning primarily for individual and high-net-worth clients, also serving retirement accounts, trusts, estates, charitable organizations, and certain business entities. The firm employs a value investing approach with a long-term horizon, supplemented by short-term strategies and active portfolio management tailored to client profiles.

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Vincent Baron is a financial advisor at Gateway Wealth Partners, LLC with a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is active as a guitarist and band manager. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach utilizing low-cost mutual funds and ETFs, complemented by individual securities and independent managers.