Robert Harris is the sole advisor at Harris Financial Services, Inc. in Oshkosh, WI, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Harris Financial Services since 1991 and has a longer tenure at Wisconsin Financial Group Inc dating back to 1978. Harris Financial Services, Inc. provides personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a globally diversified investment approach that emphasizes passively managed index and exchange-traded funds, supplemented selectively with actively managed funds, and offers non-discretionary account management alongside planning services such as cash-flow, retirement, and education funding.

Lawrence Mroczkowski is a financial advisor at Valley Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Verve Wealth Management, LPL Financial, and Citizens First Credit Union. Mroczkowski operates an independent advisory firm based in Oshkosh, WI. Valley Wealth Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a discretionary investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs, and serves a notably large client base including corporate clients.

Kim Molitor is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, Wisconsin, holding a Series 65 designation with 12 years of industry experience. She has been with Windward Wealth Strategies since 2015. Outside of her advisory role, Molitor serves as Vice President of Fox Valley Pro Basketball, Inc., an organization involved in the development of a local basketball arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for about 81 clients, including individuals, corporations, pension and profit-sharing plans, municipalities, foundations, trusts, and pooled vehicles. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis across various asset classes and alternative investments.

Katherine Steck is a financial advisor with Copia Wealth Management Advisors, Inc. in Wisconsin, holding a Series 65 license and six years of industry experience. She has worked at Copia Wealth Management Advisors since 2020 and has been involved with Dawson Insurance & Financial Services, doing business as Copia Wealth Management, since 2016. Outside of advisory services, she provides case management and support for an affiliated insurance company. Copia Wealth Management Advisors, Inc. offers discretionary portfolio management and financial planning primarily for individual clients. The firm allocates assets among third-party managers using a combination of fundamental, technical, and cyclical analysis and prepares individualized financial action plans with regular client reviews.

Gregory Pierce is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, WI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windward Wealth Strategies since 2015. Outside of his advisory role, he serves as president of Fox Valley Pro Basketball, Inc., an organization involved in developing a local sports arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for a diverse client base that includes individuals, corporations, pension plans, municipalities, and foundations. The firm offers discretionary portfolio management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across various asset classes, including alternative investments and private placements.

Julie Endicott is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Harbour Investments, Inc. and Keystone Financial Group. Outside of advising, she is also licensed as an insurance agent. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm uses a blend of fundamental and technical analysis alongside qualitative reviews by an internal Investment Committee, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and other pooled investment vehicles.

Matthew Nigl is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. He is also a partner and CPA at Honkamp Krueger & Co, PC, where he manages the Oshkosh office and provides tax and advisory services. Nigl serves as treasurer of the WW Association of Condominium Owners Inc., overseeing financial management for the organization. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with a focus on tax-intelligent overlays and centralized trading and reporting.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.

Benedict Schneider II is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Packerland since 1997 and also operates Schneider Financial Corp. Outside of his advisory work, he is involved in managing rental properties. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory services delivered through a variety of platforms including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Glenn Nelson Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He has been associated with Penn Mutual Life Insurance and Hornor Townsend & Kent since 2011. Nelson serves on the Board of Directors for the Evergreen Foundation, a nonprofit supporting retirement communities for those aged 55 and older. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing on client-directed implementation and oversight through third-party asset manager platforms and consulting services.

Daniel Wilson is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent since 2018, with a brief tenure at Main Street Investors, LLC. In addition to his advisory role, Wilson is involved in insurance brokerage through Independence Financial, where he handles insurance sales and service, including Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and provides a range of investment and retirement consulting services.

Paul Behnke is a financial advisor with Independent Financial Group, LLC, holding a Series 66 license and bringing 24 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for seven years and has been involved with Lourdes Academy as a high school football coach since 1997. Behnke serves on the board of Winnegamie Home Builders, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, with accounts managed on both discretionary and non-discretionary bases.

Brian Rickert is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has worked with various entities within the Bankers Life group since 2020 and has prior experience running a personal gardening business. In addition to his advisory role, Rickert recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide portfolio management.

Michael Scott is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and ChFC® designations and over 23 years of industry experience. He has worked with Independence Financial and Penn Mutual Life Insurance Company since 2010 and 2002, respectively. Scott is a board member of the National Advisory Council for Penn Mutual and HTK, participating in financial professional advisory committees. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages most client assets on a non-discretionary basis and provides a range of financial planning and consulting services.

Robert Maki is a financial advisor with Bankers Life Advisory Services, Inc. in Oshkosh, WI, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2012, including roles in insurance sales and team management. Outside of finance, Maki owns and operates the Oshkosh Karate Club. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting services primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.

Michael Nordmann is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. His prior roles include positions at Maner Wealth LLC, Securities America Advisors, and Invest Financial Corp. Outside of advising, he serves as an adjunct board member for Valley Christian School. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and emphasizing client-directed implementation and oversight.

James Ziebarth is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Infinex Investments, Inc. since 2011 and with Fox Valley Savings Bank since 1998, where he also serves as a vice president and officer involved in fixed insurance sales and various investment committees. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions with a notable emphasis on non-discretionary assets.

Vincent Moore is a financial advisor at Edward Jones with 23 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brian Petersen is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, since 2007. Outside of his advisory role, Petersen serves as a Pastoral Transition Coordinator for Converge Great Lakes, a religious organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Benjamin Tompkins is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc, Regal Investment Advisors, and Thrivent Financial For Lutherans. Outside of his advisory role, he operates Tompkins Financial Services, providing life insurance and fixed annuities. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm uses a technology-driven investment process and offers a wide range of investment options and advisory programs.