Andrew Hermsen is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Hermsen Wealth Management LLC since 2018 and has been associated with N.E.W. Advisory Services and Geneos Wealth Management Inc. since 2017. Outside of advisory roles, he is involved in several commercial real estate ventures. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans through asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by individual stocks, bonds, and options, and maintains a long-term investment approach informed by fundamental, technical, and economic analysis.

Robbie Hayes is a financial advisor with N.E.W. Advisory Services, LLC in De Pere, WI, holding a Series 66 designation and 14 years of industry experience. He has worked at Northright Financial, N.E.W. Advisory Services LLC, and Geneos Wealth Management Inc since 2017, and previously at Sii Investments from 2013 to 2017. Hayes is also the treasurer of the Olde School Square Condo Association. N.E.W. Advisory Services, LLC serves a diverse client base including individuals, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocation models using primarily no-load or load-waived mutual funds and ETFs, combining fundamental, technical, and economic analysis with a long-term investment approach supported by Schwab and third-party platforms.

Christopher Lewis is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His work history includes roles at NorthRight Financial LLC, Geneos Wealth Management Inc, and the University of Wisconsin. Outside of advisory services, he is the owner of Lewys Lures. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and company plans. The firm manages approximately $1.34 billion in assets for over 4,300 clients, utilizing customized model portfolios primarily composed of no-load or load-waived mutual funds and ETFs, with a long-term investment approach supported by Schwab and third-party platforms.

Debra Deleers is a financial advisor at N.E.W. Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at N.E.W. Advisory Services, Geneos Wealth Management, and Northright Financial since 2017, following a prior role at SII Investments. Outside of her advisory work, she is an attorney providing estate planning and legal assistance and serves on the board of Woodlawn Cemetery in Green Bay as well as president of the Golden View Estates Condominium HOA. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets across more than 4,300 client relationships. The firm uses model portfolios and ongoing monitoring to provide customized asset allocations primarily through mutual funds and ETFs, combining fundamental, technical, and economic analysis with a long-term investment approach.

Ryan O'Leary is a financial advisor at N.E.W. Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Geneos Wealth Management Inc, Private Client Services, and Nicolet Wealth Management, LLC. Outside of his advisory role, he operates a non-investment business under NORTHRIGHT FINANCIAL LLC and works as an independent representative for fixed insurance sales. N.E.W. Advisory Services provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and companies. The firm employs a long-term investment approach using model portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Nicholas Zerillo is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research and Sovereign Financial Group, where he also serves as managing member. Outside of his advisory work, Zerillo is an elder and board member at Central Church in Green Bay, Wisconsin. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individual clients, trusts, estates, foundations, and company retirement plans. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, employing model portfolios and a combination of fundamental, technical, and economic analysis to deliver customized investment solutions.

James Alberts is a financial advisor at N.E.W. Advisory Services, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial and Geneos Wealth Management Inc. Alberts is also the owner of Alberts CPA and Associates, LLC, where he works as a CPA. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs, alongside individual stocks, bonds, and options, and maintains a long-term investment orientation based on fundamental, technical, and economic analysis.

Evan Henderson is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with N.E.W. Advisory Services, LLC and its affiliated firms since 2017. Henderson serves as a board member of the Financial Planning Association of Wisconsin. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm employs a long-term investment approach using model portfolios of mutual funds and ETFs, supplemented by individual securities, and provides both discretionary and non-discretionary management along with ERISA-focused consulting.

Brooke Bradshaw is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Robert W Baird & Co and Keep Collective, both from 2016 to 2023, and is currently associated with NorthRight Financial LLC and Geneos Wealth Management. Brooks also serves as a registered assistant for NorthRight Financial LLC. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k) consulting. The firm employs model portfolios primarily consisting of mutual funds and ETFs, with a long-term investment approach based on fundamental, technical, and economic analysis.

Justin Steinbrinck is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Sovereign Financial Group. Outside of his advisory work, Steinbrinck serves as an elder board member of Central Church. N.E.W. Advisory Services provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and companies. The firm employs a long-term investment approach using model portfolios primarily composed of mutual funds and ETFs, while also offering discretionary and non-discretionary portfolio management.

Riley Siltman is a CFP® professional with two years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His prior work includes roles at firms such as Hermsen Wealth Management, Geneos Wealth Management, Nicolet Wealth Management, and Charles Schwab & Co. Siltman is also a notary public. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios composed mainly of mutual funds and ETFs, with allocations to individual securities when appropriate.

Michael Londre is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with N.E.W. Advisory Services, Northright Financial, and Geneos Wealth Management since 2017. Londre also has experience working at the University of Wisconsin Oshkosh and SII Investments. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs a fact-finder and model portfolios to create customized asset allocations, combining fundamental, technical, and economic analysis with a long-term approach, while supporting both discretionary and nondiscretionary portfolio management.

Peter Johnson is a financial advisor with N.E.W. Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at Robert W Baird & Co., Inc. and Northwestern Mutual. Johnson currently operates under Johnson Wealth Planning LLC in addition to his advisory work. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocations using model portfolios and provides ongoing monitoring, with a focus on a long-term investment approach complemented by active trading capabilities.

Amy Schmeckpeper is a financial advisor at N.E.W. Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at James Alberts, GENEOS Wealth Management Inc, Woodbury Financial Services, Alberts CPA & Associates, United Health Group, and Alberts & Heling CPAs. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs with a long-term investment approach guided by fundamental, technical, and economic analysis.

Michael Whitehouse is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with N.E.W. Advisory Services, Geneos Wealth Management, and Northright Financial since 2017, following a year at SII Investments, Inc. Whitehouse is also the owner of Capital Hill Management LLC and OLDE SCHOOL OFFICE SUITES LLC. N.E.W. Advisory Services serves a diverse client base including individuals, trusts, estates, foundations, and company retirement plans, providing asset management, modular financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios composed mainly of mutual funds and ETFs, with flexibility for individual securities, and offers ERISA-focused consulting and participant education.