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.

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 and holds a Series 66 license with 18 years of industry experience. He is the sole advisor at Revise Capital LLC in Green Bay, WI, and has previously worked at firms including Drake & Associates, Inscription Family Office, Purshe Kaplan Sterling Investments, and UBS Financial Services. In addition to his advisory role, he serves as a portfolio manager at Associated Bank’s trust company. Revise Capital LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages a pooled investment vehicle. The firm employs a blend of quantitative, fundamental, and technical analysis with both long- and short-term trading strategies, focusing on customized and concentrated portfolios.

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.

Francisco Rosales is a financial advisor with Rosales Wealth Management LLC in Green Bay, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Safeguard Wealth Management, Bank of America, Merrill Lynch, Edward Jones, and BMO Harris Bank. He is also a licensed insurance agent. Rosales Wealth Management LLC serves individual and high-net-worth clients with comprehensive wealth management and financial planning, including retirement, tax, estate, and insurance considerations. The firm combines fundamental and technical analysis with a long-term trading approach and offers portfolio management primarily through mutual funds, ETFs, equities, fixed income, and insurance products.

David Counihan is a financial advisor at Vestura, LLC with five years of industry experience. He holds a Series 65 designation and has been with Vestura since 2012. Vestura serves individuals, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm manages approximately $299 million across about 67 client relationships, focusing on individualized Investment Policy Statements and a combination of charting, fundamental and technical analysis in their investment approach.

William Chambers is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is a principal at Chambers Financial Group, LLC, where he has worked since 2018, following seven years at Packerland Brokerage Services Inc. Outside of his advisory role, Chambers is involved in several business ventures, including hotel management partnerships and land development enterprises in Green Bay, Wisconsin. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households, managing approximately $43.5 million in client assets. The firm’s investment approach is tailored to client-specific objectives and risk tolerance, employing various strategies such as asset allocation and technical analysis, and offers both discretionary and non-discretionary advisory relationships.

Patrick Stoa is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He currently serves at Macco Financial Group, Inc. after spending a decade with Raymond James Financial Services. Outside of his advisory role, he is involved as a business advisor and investor in a local mini golf venture. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios using low-cost mutual funds and ETFs, combined with fundamental and technical analysis, maintaining a primarily long-term investment approach.

Michael Macco is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Macco Financial Group, Inc. in Green Bay, WI, where he has worked since 2025 after spending 17 years at Raymond James Financial Services. Outside of advising, he is involved as a business advisor and investor in a local mini golf enterprise. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios with a mix of low-cost mutual funds, ETFs, individual securities, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Jared Bowers is a CFA® charterholder with 10 years of industry experience. He has worked at Vestura, LLC since 2016 and Avalon Capital Group since 2011. Outside of his advisory roles, he is a co-owner and officer of Bluestem LLC, a small business that produces a cattle grafting product called MotherUp. Vestura serves individuals, pension and profit-sharing plans, and corporate entities with discretionary portfolio management and investment supervisory services. The firm customizes Investment Policy Statements for each client and manages approximately $299 million across about 67 client relationships, focusing on a concentrated client base and internal asset management.

Morgan Cain is a CFP® with three years of industry experience, currently serving at Macco Financial Group, Inc. He previously worked at Raymond James Financial Services Advisors and the University of Wisconsin - Green Bay. Cain also served four years in the United States Marine Corps. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily consisting of low-cost mutual funds and ETFs, using both fundamental and technical analysis with a generally long-term investment approach.

Jason Perkins is a financial advisor at Vestura, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vestura since 2007. Vestura serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm focuses on implementing individualized Investment Policy Statements through a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies.

Wendy Loch is a CFP® with 21 years of industry experience, currently serving as an advisor at Chambers Financial Group, LLC. She has worked at Chambers Financial Group since 2007 and previously spent seven years at Packerland Brokerage Services Inc. Outside of her advisory role, Loch is involved in hospitality through membership in two hotel-related entities. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households. The firm’s investment approach is tailored to client-specific objectives, time horizons, and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging.

Andrew Froelich is a CFP® with nine years of industry experience, currently serving as an advisor at Macco Financial Group, Inc. Prior to joining Macco Financial Group, he worked at Raymond James Financial Services from 2016 to 2025. Outside of his advisory role, Froelich is involved as a member of S&E Mini Golf LLC, where he assists with bookkeeping and business operations. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a long-term orientation while allowing discretion for shorter-term trades.

Andrew Hermsen is a financial advisor with N.E.W. Advisory Services, LLC in Hobart, WI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Hermsen Wealth Management LLC since 2018 and has been affiliated with N.E.W. Advisory Services, LLC and Geneos Wealth Management Inc since 2017. Outside of advisory roles, he owns and manages several commercial real estate entities. N.E.W. Advisory Services, LLC 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 fact-finder processes and model portfolios to create customized asset allocations, focusing on long-term strategies with the flexibility to actively trade, and supports its advisors with custodial and third-party platforms.

Logan Rueckl is a financial advisor at Strive Financial Group, LLC in Green Bay, WI, holding a Series 66 designation. He began his advisory career in 2025 with Morgan Stanley and has been with Strive Financial Group since 2026. Strive Financial Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and plan sponsors, managing approximately $246.7 million in client assets. The firm uses a mix of quantitative and qualitative analysis to tailor portfolios based on client goals, time horizons, and risk tolerance.

Nicholas Letter is a financial advisor at Advisors Management Group Inc with 19 years of industry experience. He holds a Series 66 designation and has been with Advisors Management Group since 2013. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm employs a diversified, model-based investment approach and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside its advisory offerings.

James Alberts is a financial advisor with N.E.W. Advisory Services, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Woodbury Financial for 18 years and is the owner of Alberts CPA and Associates, LLC, a separate accounting business he has operated since 1998. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans with asset management, financial planning, and fiduciary services. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, using customized model portfolios and a combination of fundamental, technical, and economic analysis.

Riley Siltman is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 65 licenses and has one year of industry experience. He has worked with several firms including Hermsen Wealth Management LLC, Geneos Wealth Management, and Nicolet Wealth Management. Outside of advising, he is a notary public. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, offering asset management, financial planning, and 401(k) consulting. The firm employs model portfolios and a combination of fundamental, technical, and economic analysis to create customized asset allocations, managing approximately $1.34 billion in assets across more than 4,300 client relationships.