Traci Martens

Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.

Joseph Martin is a CFP® and CFA® charterholder with 14 years of experience in the financial services industry. He has worked at GoalBridge Wealth Management, LLC since 2018 and previously spent three years at Ameriprise Financial Services, Inc. GoalBridge Wealth Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm’s investment process integrates multiple analytical methods and focuses on a long-term trading horizon tailored to each client’s objectives.

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

Joseph Tuccini is a CFP® professional with 21 years of experience in financial advising. He is currently with McGlone Suttner Wealth Management, Inc., having joined the firm in 2025 after prior roles at Ameriprise Financial Services and Erts Wealth Advisors. He serves on the Board of Directors in a nonprofit capacity. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets through customized portfolios and active trading strategies.

Kenneth Mc Glone is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. He holds a Series 65 designation and has been part of the Kerntke Otto McGlone Wealth Management Group since 2020. Outside of his advisory role, he owns and operates McGlone Fitness Group, Inc., a fitness center in Appleton, WI. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis, and offers a range of investment strategies alongside periodic client communications beyond standard account reporting.

Kaley Klepps is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Kerntke Otto McGlone Wealth Management Group since 2019. Prior to that, she was employed at ManpowerGroup for five years. Klepps also operates as an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, using a continuous-monitoring approach and a range of investment strategies including complex instruments and referrals to independent managers.