Nathan Barington is the sole advisor at Barington Capital Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led Barington Capital Management since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Mark Albers is a CFP® with 12 years of industry experience and currently leads Verus Wealth Management in De Pere, WI. His prior roles include positions at Mariner Platform Solutions, AdvicePeriod, Wipfli Financial Advisors, and Hewins Financial Advisors. Verus Wealth Management serves individuals, high-net-worth clients, trusts and estates, donor-advised funds, and small businesses, providing portfolio management alongside ongoing and project-based financial planning. The firm employs an investment approach based on Modern Portfolio Theory, using passive mutual funds and ETFs combined with discretionary trading, and maintains oversight of outside managers and borrowing in separately managed accounts.

Jasen Benton is a financial advisor at OneLegacy Advisors, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services industry since 2010, including over a decade at Protective Financial Services, LLC. Benton is also a licensed insurance agent and occasionally offers clients advice or products related to insurance. OneLegacy Advisors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating multiple analysis methods and trading strategies, with a focus on documented client risk tolerances and regular portfolio monitoring.

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.

Carter Rivers is a financial advisor at Cornerstone Financial Consulting, LLC in Depere, WI, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Summit Accounting & Tax LLC and Kevin Cain & Associates, CPAs, LLC. Rivers has also worked in various non-financial positions while completing his education. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred client relationships.

Sam Wisneski is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and began his career there as a Financial Representative in 2023. In his current role, Sam and his team focus on understanding clients' priorities to provide tailored financial support, including creating financial roadmaps and offering perspectives on existing strategies. Outside of his professional responsibilities, Sam enjoys playing golf and pickleball. He also spends time visiting family in Green Bay.

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.

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.

Walter Kowalczyk is a financial advisor at Cornerstone Financial Consulting, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Ausdal Financial Partners, Inc. and several Cornerstone-affiliated entities. Outside of his advisory role, he is the founder of Clear Mission Networking, a faith-based business networking and Bible study group, and of SportsFaith, an online magazine sharing gospel stories and interviews. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred clients.

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 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.

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.

Rebecca Agamaite is a financial advisor with Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation and 19 years of industry experience. She has been with Advisors Management Group since 2011. Advisors Management Group, Inc. provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll, alongside advisory services.

Daniel Wotruba is a financial advisor with KerberRose Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Schenck Investment Solutions LLC and Associated Trust Company. He serves as a consultant for the Einstein Project, a nonprofit organization focused on introducing students to STEM activities. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

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.

Keith Johnson is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. He has been with Associated Investment Services since 2017. 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 advisory services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.