Shad Horton

Kim Molitor is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, Wisconsin, holding a Series 65 designation with 12 years of industry experience. She has been with Windward Wealth Strategies since 2015. Outside of her advisory role, Molitor serves as Vice President of Fox Valley Pro Basketball, Inc., an organization involved in the development of a local basketball arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for about 81 clients, including individuals, corporations, pension and profit-sharing plans, municipalities, foundations, trusts, and pooled vehicles. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis across various asset classes and alternative investments.

Katherine Steck is a financial advisor with Copia Wealth Management Advisors, Inc. in Wisconsin, holding a Series 65 license and six years of industry experience. She has worked at Copia Wealth Management Advisors since 2020 and has been involved with Dawson Insurance & Financial Services, doing business as Copia Wealth Management, since 2016. Outside of advisory services, she provides case management and support for an affiliated insurance company. Copia Wealth Management Advisors, Inc. offers discretionary portfolio management and financial planning primarily for individual clients. The firm allocates assets among third-party managers using a combination of fundamental, technical, and cyclical analysis and prepares individualized financial action plans with regular client reviews.

Gregory Pierce is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, WI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windward Wealth Strategies since 2015. Outside of his advisory role, he serves as president of Fox Valley Pro Basketball, Inc., an organization involved in developing a local sports arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for a diverse client base that includes individuals, corporations, pension plans, municipalities, and foundations. The firm offers discretionary portfolio management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across various asset classes, including alternative investments and private placements.

Julie Endicott is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Harbour Investments, Inc. and Keystone Financial Group. Outside of advising, she is also licensed as an insurance agent. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm uses a blend of fundamental and technical analysis alongside qualitative reviews by an internal Investment Committee, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and other pooled investment vehicles.

Matthew Nigl is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. He is also a partner and CPA at Honkamp Krueger & Co, PC, where he manages the Oshkosh office and provides tax and advisory services. Nigl serves as treasurer of the WW Association of Condominium Owners Inc., overseeing financial management for the organization. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with a focus on tax-intelligent overlays and centralized trading and reporting.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.