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.

Kameron Koehler is the sole advisor at Kamko Financial in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to founding Kamko Financial, Koehler held roles in various industries including accounts receivable at Pioneer Metal Finishing. Outside of financial advising, Koehler continues to work as an Accounts Receivable Specialist. Kamko Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and selectively hires sub-advisors to implement investment strategies within a discretionary advisory framework.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.

Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. She has been with Duell Financial Strategies, formerly known as FSB, LLC, since 2014. In addition to her advisory role, she is also an independent insurance agent involved in insurance sales. Duell Financial Strategies provides financial planning and refers client assets to third-party money managers, offering a broad range of securities and fundamental analysis. The firm serves individual clients and complements its advisory services with insurance products through its associates.

Samuel Duell is a financial advisor with Duell Financial Strategies in Appleton, WI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Duell Financial Strategies since 2014 and operates the firm, which was previously known as Futures So Brite before 2011. Duell Financial Strategies serves individual clients by providing financial planning advice and referring assets to third-party money managers while also offering insurance products through its associates. The firm engages in fundamental analysis and monitors managed accounts frequently but does not act as a custodian or prepare regular account reports.

Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.

Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with two years of industry experience. His background includes roles at Family First Life and Vector Marketing, and he also works as an independent insurance agent specializing in life insurance sales. Duell Financial Strategies provides financial planning and refers client assets to third-party money managers, serving individual clients through fundamental securities analysis and offering insurance products via its associates. The firm monitors managed accounts regularly but does not act as a custodian or prepare account reports.

Julie Huth is a CFP® professional with 20 years of industry experience. She currently works at Cornerstone Financial Consulting, LLC and also operates Cornerstone Tax Consulting, LLC, where she provides tax, accounting, and small business consulting services. Prior to these roles, she was associated with Huth Advisory Group, LLC and J.A. Huth & Associates, Inc. She spends approximately half of her time on tax consulting and accounting through her other business activities. 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, ongoing financial planning, and ERISA plan advisory services, managing roughly $41 million across several hundred client relationships.

John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory work, he is involved in insurance and fixed annuity sales and provides income tax preparation services for some clients during tax season. Cornerstone Financial Planning, Inc. offers financial planning and discretionary portfolio management to individual and high-net-worth clients and their related trusts and estates. The firm uses asset-allocation models based on modern portfolio theory and combines fee-based advisory services with commissionable insurance and annuity sales, also providing in-house tax preparation.

Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 18 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. In addition to his advisory role, Brian serves as CEO of Stonehaven Financial Services, LLC, which provides tax and accounting services, and is involved in managing commercial real estate through Stonehaven Real Estate, LLC. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary portfolio management and comprehensive wealth planning, employing a mix of fundamental and quantitative analysis to build model portfolios primarily composed of ETFs, mutual funds, and individual equities.

Muhammed Kabeer Gbaja Biamila is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Atlantis Wealth Advisors LLC and has prior experience at Camelot Advisors LLC, Vestura, LLC, and Compass (Finances God's Way). Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of top-down macro analysis and bottom-up security selection, offering discretionary and non-discretionary investment programs through proprietary strategies and third-party managers.

Donald Swain is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is a one-third member of Algo Properties LLC, a real estate limited liability company. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes fundamental and cyclical analysis, offering clients discretionary trading for managed accounts and comprehensive planning deliverables.

Tina Moore is a financial advisor at Stonehaven Wealth & Tax Solutions with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Woodbury Financial Services. Outside of her advisory role, she serves as Treasurer on the board of the Sunset Terrace Homeowners Association. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive wealth planning. The firm employs a long-term investment approach using model portfolios primarily composed of ETFs, mutual funds, and individual equities, supported by both fundamental and quantitative analysis.

Kirt Rezek is a CFP® professional with 18 years of industry experience, currently serving at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. He holds a Series 63 license and is a 33.3% member of Algo Properties, an LLC involved in real estate ownership. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes discretionary and non-discretionary account management, combining fundamental and cyclical analysis with various named strategies implemented through mutual funds, ETFs, and separately managed accounts.

Luke Vanabel is a financial advisor with Duell Financial Strategies in Appleton, WI, holding a Series 65 designation and 10 years of industry experience. He has been with Duell Financial Strategies since 2015. Vanabel is also an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing financial planning advice and referring assets to third-party money managers, while also offering insurance products through its associates. The firm uses fundamental analysis in its advisory process and monitors client accounts managed by sub-advisers without acting as a custodian itself.

Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.

Vernon Sumnicht is a CFP® professional with 22 years of industry experience, serving as managing member of Sumnicht Hedge Fund Advisors LLC and general partner of two funds. He has been with Sumnicht & Associates, LLC since 1988. Sumnicht & Associates is a boutique family-wealth advisory firm focused on high-net-worth families, trusts, foundations, and estates. The firm employs a multidisciplinary, team-based approach to wealth management and legacy planning, primarily using ETF-based allocation models through an affiliated investment adviser.

Benjamin Gilkay is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at College Works Painting, Inc., University of Wisconsin-Madison, and self-employment ventures. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients. The firm follows an Endowment Investment Philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, and private placements, and offers services including financial planning, portfolio management, and private fund advisory.

Mark Truettner is a financial advisor at Avaii Wealth Management, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Northwestern Mutual in various roles from 2010 to 2018 and at Private Client Services, LLC. Truettner is also a licensed insurance professional, dedicating a small portion of his time to insurance services. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans with financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process incorporating fundamental analysis, modern portfolio theory, asset allocation, and diversification, and offers in-house tax preparation through a CPA on a fixed-fee basis.

Steven Hooyman is a CFP® with 26 years of industry experience and has been with Copper Harbor Investment Advisors, LLC since 2013. He is based in Appleton, WI, and holds a Series 63 license. Copper Harbor Investment Advisors provides investment advice and financial planning to a range of clients including individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, utilizing fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.