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.

Joseph Martin is a CFP® and CFA® charterholder with 14 years of experience in the financial services industry. He has worked at GoalBridge Wealth Management, LLC since 2018 and previously spent three years at Ameriprise Financial Services, Inc. GoalBridge Wealth Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm’s investment process integrates multiple analytical methods and focuses on a long-term trading horizon tailored to each client’s objectives.

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

Joseph Tuccini is a CFP® professional with 21 years of experience in financial advising. He is currently with McGlone Suttner Wealth Management, Inc., having joined the firm in 2025 after prior roles at Ameriprise Financial Services and Erts Wealth Advisors. He serves on the Board of Directors in a nonprofit capacity. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets through customized portfolios and active trading strategies.

Kenneth Mc Glone is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. He holds a Series 65 designation and has been part of the Kerntke Otto McGlone Wealth Management Group since 2020. Outside of his advisory role, he owns and operates McGlone Fitness Group, Inc., a fitness center in Appleton, WI. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis, and offers a range of investment strategies alongside periodic client communications beyond standard account reporting.

Kaley Klepps is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Kerntke Otto McGlone Wealth Management Group since 2019. Prior to that, she was employed at ManpowerGroup for five years. Klepps also operates as an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, using a continuous-monitoring approach and a range of investment strategies including complex instruments and referrals to independent managers.

Michael Donnan is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at AEGIS Financial, Raymond James Financial Services Advisors Inc., and Private Client Services. Outside of advisory work, he is involved in insurance brokerage and asset protection advice through roles at MVP Insurance and Bowman Insurance Services. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, using diversified model portfolios and active trading strategies tailored to client needs.

Richard Otto is a CFP® with 33 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has worked at Kerntke Otto McGlone Wealth Management since 2007 and was previously with Cambridge Investment Research, Inc. from 2007 to 2016. In addition to his advisory role, he is an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serving a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis, and offers a range of investment strategies including the use of complex instruments and referrals to independent managers.

Peter Van Beek is a CFP® and ChFC® credentialed advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with six years of industry experience. He previously worked at Northwestern Mutual Life and held roles in healthcare and education sectors. Outside of advising, he is also an insurance producer and owns a real estate management business. McGlone Suttner Wealth Management serves individuals, qualified retirement plans, and businesses with discretionary asset management, financial planning, and pension consulting. The firm employs model portfolios and active trading strategies, managing approximately $1.0 billion in assets under management.

Jason Mc Glone is a CFP® professional with 27 years of experience in the financial services industry. He is a principal at McGlone Suttner Wealth Management, Inc., where he has worked since 2021 and previously spent 15 years at Kerntke Otto Mcglone Wealth Management Group. Outside of advisory work, he is an independent insurance agent. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, employing customized model portfolios and maintaining active trading strategies within defined risk guidelines.

Thomas Suttner is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at McGlone Suttner Wealth Management, Inc. since 2021 and previously spent 15 years at Verus Investment Advisory Group, Inc. He serves on the investment review committee of the Bay-Lakes Council, contributing to third-party portfolio oversight. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies within a fiduciary framework.

Troy Sommerfeld is a financial advisor with KOM Wealth Management Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise Financial Services since 2019 and has prior experience at Omega Thermo Products and American Roller - CREW. In addition to his advisory role, he is an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis and offers a range of investment strategies, including the use of complex instruments and referrals to independent managers.

James Mcglone is a CFP® with 30 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has worked at Kerntke Otto Mcglone Wealth Management Group since 2007 and was previously with Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets. The firm serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities, employing a continuous-monitoring approach with diverse strategies including cyclical, fundamental, and technical analysis.

Macy Strickland is a financial advisor at KOM Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining KOM, Macy worked at Eastern Illinois University and the University of Wisconsin, and has experience with the Kerntke Otto McGlone Wealth Management Group and Hortonville Area School District. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a continuous-monitoring investment approach using cyclical, fundamental, and technical analysis, offering a range of strategies that include trading, margin, option writing, and complex instruments, supplemented by periodic client communications beyond standard reporting.

Keith Peters is a CERTIFIED FINANCIAL PLANNER™ professional at McGlone Suttner Wealth Management, Inc. with seven years of industry experience. He previously worked at Kerntke Otto McGlone Wealth Management Group and Associated Bank. Peters is also a licensed insurance producer, providing insurance product recommendations to clients. McGlone Suttner Wealth Management offers discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies while adhering to defined cash allocation guidelines.

Matthew Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with four years of industry experience. His prior work includes roles at AEGIS Financial and Kimberly-Clark Corp. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets. The firm employs customized advice through model portfolios and standalone planning, maintains diversified asset allocations with active trading strategies, and offers formal pension consulting along with procedures for advising on crypto-linked instruments.

Traci Martens is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 65 credentials and has 29 years of industry experience. Martens has worked at Harbour Investments since 2002 and is currently associated with Pine Lake Financial LLC. Outside of her advisory role, she is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized strategies across various asset classes and offers model-based solutions through a subscription platform.

Corey Grimes is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Van de Hey Financial Services and Union Financial Inc. Outside of his advisory work, he is a member of a hunting club LLC that manages 400 acres for deer and turkey hunting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisor and promoter arrangements.

Kevin Kosgard is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation.

Matthew Klewer is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Oarsman Capital Inc. He is also a notary public and has been involved in financial planning through Investment Designers since 2009. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of advisory services and investment options through a representative-driven model.