Mark Truettner is a financial advisor at Avaii Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and Private Client Services prior to joining Avaii in 2018. Truettner is also a licensed insurance professional. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm operates as a fiduciary and combines active and passive investment strategies, offering in-house tax preparation and working with third-party managers.

Joel Blattner is a Certified Financial Planner® with 18 years of industry experience. He has worked at Avaii Wealth Management, LLC since 2018 and previously held roles at Private Client Services, LLC and Northwestern Mutual. Blattner is also a licensed insurance professional, dedicating a small portion of his time to that activity. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary, constructing diversified portfolios through a combination of active and passive strategies, and also provides in-house tax preparation and filing services.

William Kleiber is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and has a background including roles at Miller Electric and the University of Wisconsin Oshkosh. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary, managing diversified portfolios using a combination of active and passive investments and providing in-house tax preparation through a CPA.

Claus Kerntke is a CFP® with 39 years of industry experience, currently serving as an advisor at Avaii Wealth Management, LLC since 2025. He was previously with Kerntke Otto McGlone Wealth Management for 18 years. In addition to his advisory role, he is a licensed insurance agent engaged in insurance sales and recommendations. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm offers in-house tax preparation and employs diversified portfolio strategies combining active and passive investments, with some advisors, including Kerntke, holding insurance licenses.

Charity Schiltz is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management and Dave Jensen - Thrivent. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, using a goal-driven process that incorporates fundamental analysis, modern portfolio theory, and asset allocation. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, utilizing both active and passive investment strategies alongside options and independent managers when appropriate.

Kole Purtell is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Fresenius Medical Care, and served in the U.S. Army. Kole is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and offers in-house tax preparation and filing services along with access to institutional platforms and independent managers.

Christian Doule is a financial advisor at Avaii Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual in various wealth management and investment roles. Outside of his advisory work, he is the manager of Doule Noted, LLC, which handles rent payments for office space he owns. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm combines active and passive investment strategies, operates as a fiduciary, and offers in-house tax preparation and licensing expertise in insurance.

David Jensen is a CFP® professional at Avaii Wealth Management, LLC with 19 years of industry experience. He worked at Thrivent Financial and Thrivent Investment Management from 2007 to 2023 before joining Avaii in 2023. Jensen is also an insurance agent. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary and manages diversified portfolios using a combination of active and passive investments, with additional services including in-house tax preparation and insurance consulting.

William Fenili is a financial advisor at Avaii Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and Private Client Services. Outside of advisory work, he is involved with Shady Oaks Mobile Home Park, LLC. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and offers in-house tax preparation services alongside investment management.

Mark Nelessen is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding a Series 65 designation and four years of industry experience. He also works as a sales representative for Array Energy and is an independent insurance agent. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, using a fiduciary, goal-driven process that incorporates fundamental analysis, modern portfolio theory, and asset diversification. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, with additional in-house tax preparation and licensed insurance professionals on staff.