Ted Andrew Matuszak

David Horn is the principal of Fiduciary Insight, LLC, an independent firm based in Suamico, WI. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial services industry, including prior roles at Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales. Fiduciary Insight provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored strategies based on client goals and risk tolerances. The firm also delivers retirement plan consulting and manages approximately $20 million in discretionary assets, employing a variety of investment approaches and regular account reviews.

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Duane McVane is a Series 65-licensed financial advisor based in Green Bay, WI, currently operating Epiphany Health & Wealth. He has prior experience with Neighbors Insurance Group, Bankers Life & Casualty, and Holweg Weber. Epiphany Health & Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and related services including insurance review and health coaching. The firm employs a diverse investment approach incorporating multiple analytic techniques and maintains a long-term trading orientation.

Ronald Blasczyk is a financial advisor with RB Investment Management Inc. in Little Suamico, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. Prior to founding RB Investment Management in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Advisors for a combined 11 years. RB Investment Management Inc. provides discretionary asset management and standalone financial planning services to individuals and trusts, managing approximately $11.5 million for about two dozen clients. The firm offers customized portfolios using a range of asset allocation strategies and employs multiple analysis methods while assisting clients with selecting and monitoring third-party money managers.

Mark Flatow is a CFA® charterholder with 19 years of industry experience, currently serving as the sole advisor at Revise Capital LLC. His prior roles include positions at Drake & Associates, Inscription Family Office, Inscription Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. In addition to his advisory work, he is a portfolio manager at Associated Bank’s Trust Company. Revise Capital LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages its own pooled investment vehicle. The firm employs a combination of quantitative, fundamental, technical, and charting analysis, with strategies including margin and options trading, and conducts monthly account reviews.

John Kopp is a financial advisor at Kopp Financial with 12 years of industry experience and holds a Series 65 designation. He also works full time as the Director of Enterprise Applications at Northeast Wisconsin Technical College, an IT management role unrelated to investment advising. Prior to this, he worked at Ellucian for six years. Kopp Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios with a preference for low-cost index-style investments and fundamental analysis, tailoring strategies to clients’ risk tolerance, income needs, and time horizons.