Patrick Bradley is a financial advisor with MyFamilyCFO, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at MyFamilyCFO, Inc. since 2011 and at Manufactured Financial Solutions, LLC since 2019. He is also co-owner of MY COMPANY CFO, LLC, a dormant business management consulting entity. MyFamilyCFO, Inc. provides comprehensive financial planning and wealth management services to individuals, families, businesses, and high-net-worth clients, using a proprietary Virtual Family Office framework called Your FuturePresent™ Story. The firm’s advisory approach is primarily consultative, focusing on fundamental analysis and referring clients to third-party investment managers without exercising investment discretion.

Navi Dowty is a financial advisor with Associated Retirement Planners, Inc. in Wausau, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Associated Retirement Planners since 2008 and has operated Navi Dowty & Associates, Inc. since 1982. Outside of advisory work, he owns the DuPage Tax Group and authored the book *Financial Success for the Smiling Retiree*. He also holds a partial non-employee, non-controlling interest in Redhawk Wealth Advisors in Minneapolis. Associated Retirement Planners, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm typically manages client assets through referral and solicitor relationships with third-party advisers on a non-discretionary basis and offers financial planning on an hourly basis.

Jeremy Reif is a financial advisor at Point Wealth, LLC in Wausau, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at several firms, including World Equity Group and Taylor Capital Management, and has operated his own business, Reif Financial LLC, since 2011. In addition to his advisory work, he is involved in tax preparation services through Point Wealth Tax Services and records audiobooks through Point Audio, LLC. Point Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary asset management and comprehensive financial planning. The firm integrates tax and legal considerations into its goal-based investment strategies, reviews portfolios regularly, and accommodates client-imposed investment restrictions.

Ludger Borger is a financial advisor at Borger Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with New York Life and Knights of Columbus. Borger is also involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management LLC is a state-registered investment adviser that serves individuals, families, and small business owners with asset management, financial planning, and insurance planning. The firm’s investment approach includes charting, fundamental, technical, and cyclical analysis, with a notable focus on concentrated positions in precious metals and related instruments.

Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.

Derek Hoff is a financial advisor at Hoff Private Wealth with seven years of industry experience. He holds a Series 65 credential and previously worked at Northwestern Mutual in various capacities between 2016 and 2019. Hoff is also a licensed insurance agent, offering related products and advice as part of his broader services. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach incorporating ETFs, mutual funds, equities, fixed income, and real estate funds, with services tailored to client risk profiles and custodianship at Schwab Institutional.

Daniel Hoff is a financial advisor with Hoff Private Wealth in Wausau, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2016 to 2019 and has been involved with Hoff Brothers, LLC since 2016. Hoff serves as a board member of the Lake Wausau Association and holds ownership interests in several private businesses, including a non-financial services company and investment property entities. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting services to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach combined with fundamental, technical, and cyclical analysis, implementing portfolios with a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and real estate funds.

Jack Knetter is a financial advisor with Modern Wealth LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Cape Securities, Terra Wealth Management, Thompson Financial Group, and Primerica. He is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Modern Wealth LLC provides discretionary portfolio management, financial planning, and pension/401(k) consulting for individuals, high-net-worth clients, business entities, and employee benefit plans. The firm uses a blend of fundamental analysis and modern portfolio theory, focusing on ETF- and mutual fund-based allocations with a long-term trading horizon.

Zachary Kyhos is a Series 65-registered advisor with Buska Wealth Management, LLC and has 10 years of industry experience. He has been involved with Buska Retirement Solutions, Inc. since 2016 and previously was affiliated with Weston Health Club, LLC. Kyhos is currently associated with Skiddles, LLC. Buska Wealth Management serves individual investors and qualified retirement plans, managing approximately $538.7 million across about 1,700 client relationships. The firm employs fundamental, technical, and cyclical analysis and often uses third-party managed models through co-advisor arrangements.

Benjamin Laska is a CFP® with 10 years of industry experience, currently serving at Midwest Professional Planners, Ltd. He has worked with APW Capital, Inc. and is involved as an insurance wholesaler selling fixed insurance products through Crump Life Insurance Services. Midwest Professional Planners, Ltd. manages approximately $649 million for around 710 clients, offering financial planning, discretionary portfolio management, business and retirement-plan consulting, divorce-planning analysis, and insurance placement through an affiliated subsidiary. The firm employs model-driven portfolio management and utilizes both proprietary strategies and third-party sub-advisers.

Janelle Thompson is a financial advisor with Oasis Advisors in Wausau, WI, holding Series 65 and Series 63 licenses with nine years of industry experience. Her prior experience includes roles at Terra Wealth Management, Thompson Financial Group, Pfs Investments, and Primerica Financial Services. She is an indirect owner of AlphaBit Investments, LLC. Oasis Advisors manages approximately $278 million in assets for nearly 5,000 clients, offering portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm employs a discretionary management approach using fundamental analysis, modern portfolio theory, and quantitative methods, with a diverse investment lineup that includes private placements and cryptocurrency.

Daniel Evans is a CFP® with 23 years of industry experience, currently serving at Midwest Professional Planners, Ltd. He has held roles at the firm since 2005 and is also registered with APW Capital, Inc. and Crump Life Insurance Services. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, and other entities, managing approximately $649 million for around 710 clients through a team of 17 advisers. The firm offers financial planning, discretionary portfolio management, and business consulting, utilizing model-driven investment strategies and engaging third-party sub-advisers.

Timothy Thompson is a financial advisor at OASIS Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. for over three decades. Thompson is also a licensed insurance professional and an indirect owner of AlphaBit Investments, LLC, which sponsors and manages an ETF. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management and financial planning tailored to each client’s needs.

Kailey Berendsen is a financial advisor with Buska Wealth Management, LLC and holds a Series 65 designation. She has three years of industry experience and previously worked nine years at the Eye Clinic of Wisconsin. Berendsen is also an insurance agent with Buska Retirement Solutions, dedicating a portion of her time to this role. Buska Wealth Management serves individual investors, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary asset management and comprehensive financial planning, using fundamental, technical, and cyclical analysis to tailor client portfolios.

Colton Kielman is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Robert W. Baird and Mason Companies, Inc. Outside of advisory services, he is also involved as an insurance agent through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm customizes investment programs based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis alongside quarterly reviews and regular performance reporting.

Brian Kamke is a financial advisor at Midwest Professional Planners, Ltd. with 26 years of industry experience. He holds a Series 66 designation and has been with Midwest Professional Planners since 2005. Kamke is also a member-owner of MPPL Properties LLC, a commercial real estate entity related to the firm. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients. The firm employs discretionary, model-driven portfolio management and offers a range of services including financial planning, business and retirement-plan consulting, and insurance placement through an affiliated broker.

Ryan Connor is a financial advisor at Buska Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Buska Wealth Management and its affiliated entity, Buska Retirement Solutions, since 2018. Outside of his advisory role, he is involved in insurance sales and services through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, and operates a co-advisor fee-sharing arrangement with Gradient Investments.

Dalton Matkovich is a financial advisor at United Advisors America with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including Alliance America, Woodbury Financial Services, and Northwestern Mutual. His background also includes four years at Clark County Rehab and Living Center. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning services. The firm’s approach is based on Modern Portfolio Theory, utilizing model portfolios, regular reviews, and a preference for mutual funds and ETFs.

Marcus White is a financial advisor at OASIS Advisors with seven years of industry experience. He previously worked at Terra Wealth Management LLC and Primerica Financial Services. Outside of his advisory work, White has served for several years in leadership roles at local community organizations including Pine Grove Community Chapel. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages roughly $278 million for nearly 5,000 clients using a team-based approach and offers services without account minimums.

Paul Debuhr is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Terra Wealth Management LLC and PFS Investments, Inc. Debuhr is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Oasis Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.