Theresa Lynn Rowland

Robert Omelina Jr. is the sole advisor at Omelina Group Wealth Management Inc. in Minocqua, WI, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Century Securities Associates, Inc. since 2010 while leading his own practice since 2014. Omelina Group Wealth Management provides ongoing portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans, developing customized Investment Policy Statements that outline client goals and risk tolerance. The firm employs a variety of analytical methods and primarily recommends the Dorsey Wright relative-strength technical program, managing client assets internally without third-party managers.

Charles Ouimette is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 2006. Ouimette is also the owner and president of Wisconsin Benefit Planning, an insurance sales business, and serves as a volunteer firefighter with the Minocqua Fire Department. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers comprehensive financial planning, portfolio management, and retirement-plan consulting, utilizing both direct and third-party investment solutions via its Hilltop/Hilltop-cleared 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.

Michelle Caudle is a financial advisor at Harbour Investments, Inc. with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Harbour Investments since 2011. Caudle also acts as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a range of investment vehicles, and offers model-based solutions through a subscription platform.

George Follstad is a financial advisor with Principal Financial Services in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Principal Life Insurance Company since 1986 and Principal Securities Inc since 2016. Outside of his advisory role, he is involved as a fixed insurance agent offering fixed life, annuities, indexed life, long-term care, and disability insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through discretionary and non-discretionary arrangements.

Matthew Kluetz is a financial advisor with Morgan Stanley in Minocqua, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns ON TAP! LLC, a business involving wood harvesting and processing. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports a wide range of investment and financial services.