Thomas Gregory Rueckl

Larry Brunette is the sole advisor at LNB Financial LLC, holding Series 63 and Series 66 designations with 13 years of industry experience. His prior roles include positions at Guardian Financial LLC and Cedar Hill Associates. Outside of finance, he is involved in land maintenance through a family business, Brunette Country Estates. LNB Financial LLC manages approximately $37 million in discretionary assets for a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and institutional clients. The firm employs both fundamental and technical analysis to deliver tailored, diversified asset-allocation strategies, incorporating methods such as direct indexing, ESG screening, and cryptocurrency exposure.

Shaefer Oshefsky is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as the town clerk for Montpelier and owns a timber harvesting business. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, utilizing multiple analytical methods and providing various execution platforms.

Dana Tupper is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Midwestern Securities in 2024, Dana worked eight years at Raymond James Financial Services Advisors Inc. and has been an associate at Bank of Luxemburg since 2016. Dana also serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios, advisory recommendations, and third-party manager platforms in its investment approach.

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. In addition to his role at Midwestern Securities, he serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company serves a wide range of clients including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to model and wrap programs, combining internal discretionary management with third-party platforms and advisory recommendations.

Jacob Rabas is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Thrivent Financial and Uvest Financial Services Group, Inc. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Kyle Larson is a CFP®-credentialed financial advisor with seven years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC in Green Bay, WI. His prior roles include positions at LPL Financial, Modern Woodmen of America, and other financial services firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by quantitative, momentum, and fundamental analysis.