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.

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.

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.

Julie Huth is a CFP® professional with 21 years of industry experience. She is currently with Cornerstone Financial Consulting, LLC and also operates Cornerstone Tax Consulting, LLC, where she provides tax, accounting, and small business consulting services. Prior to her current roles, she worked with Huth Advisory Group, LLC and J.A. Huth & Associates, Inc. Cornerstone Financial Consulting serves individuals, including high-net-worth clients, as well as trusts, estates, charitable entities, and retirement plans. The firm offers discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan advisory services, tailoring investment programs to clients’ specific goals and risk tolerance.

John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory role, he 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 designs portfolios based on asset-allocation models aligned with clients’ objectives, time horizons, and risk tolerances, employing mutual funds, ETFs, and third-party managers, with offerings that include ongoing investment management, insurance and annuity products, and in-house tax preparation.

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.

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.

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. He holds a Series 65 designation and has one year of industry experience. Prior to joining Endowment Wealth Management, he worked at College Works Painting, Inc. and has experience with various roles during his studies at the University of Wisconsin-Madison. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm follows an endowment investment philosophy that segments assets into growth, income, and risk-managed categories and utilizes a range of investment vehicles including ETFs, separate account managers, model portfolios, and private placements.

Samuel Moore is a CFP® with eight years of industry experience and serves as a wealth advisor at Endowment Wealth Management, Inc. in Appleton, WI. He has been associated with Endowment Wealth Management and its affiliated firm, ETF Model Solutions, LLC, since 2016. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering a range of financial planning and portfolio management services. The firm employs an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed buckets, utilizing ETFs, separate account managers, model portfolios, and private placements to implement client strategies.

John Weninger is a Certified Financial Planner (CFP®) and holds a Series 66 license with 15 years of industry experience. He currently serves as a Wealth Advisor at Endowment Wealth Management, Inc. and as an Adviser with ETF Model Solutions, LLC, both based in Appleton, WI, where he has worked since 2017. Prior to this, he was with Vision Wealth Partners from 2013 to 2017. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an endowment investment philosophy to allocate assets across growth, income, and risk-managed categories, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.

Michael Rottier is a CFP® and Series 65 credentialed advisor with Endowment Wealth Management, Inc. in Appleton, WI, where he has worked since 2021. He has three years of industry experience and has previously held positions at Karcz Utility Services, KI, and the University of Wisconsin-La Crosse. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm uses an endowment investment philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, model portfolios, and private placements.

Kylie Coenen is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with six years of related experience across multiple roles, including positions at Endowment Wealth Management, Wisconsin Union, and Integrity Fiber. She has a background that includes work in education and organizational settings prior to joining the firm. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients by providing a range of services including financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed segments, with customized portfolios implemented through ETFs, separate accounts, and private placements.

Cole Fleischmann is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with two years of industry experience. His work history includes roles at ETF Model Solutions, Voyager Capital Management, and Next Level Planning & Wealth Management. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutions by offering financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm employs an endowment-style investment philosophy with customized portfolios using ETFs, separate managers, model portfolios, and private placements.

Steven Bassetto is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Optivise since 2021 and previously at Financial Gravity Wealth, Inc. and SB Financial Group, where he also serves as president and insurance agent. His activities include selling life insurance and annuity products through SB Financial Group. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a subscription-based co-advisory program for employer-sponsored defined contribution plans.

Jamie Brown is a Senior Investment Officer at Endowment Wealth Management, Inc. with 13 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to his current role, he worked at Thrivent Asset Management and is also a Senior Investment Officer at affiliated firms Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing services including financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm uses an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed buckets, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.

Robert Riedl is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding the CFP® designation and Series 65 license, with 23 years of industry experience. He serves as Director of Wealth Management and is also a shareholder and board member at the firm. In addition to his role at Endowment Wealth Management, he holds leadership positions at affiliated firms Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, and private fund advisory. The firm applies an Endowment Investment Philosophy to allocate assets across growth, income, and risk-managed buckets, utilizing ETFs, separate accounts, and private placements.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held leadership roles at Endowment Wealth Management since 2014 and is also involved with affiliated firms ETF Model Solutions, LLC and Global Alternative Investment Management LLC, where he serves in management and investment committee positions. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm follows an Endowment Investment Philosophy that segments assets into growth, income, and risk-managed buckets, implementing strategies through ETFs, separate accounts, model portfolios, and private placements.

Connor Schaefer is an advisor at Landolt Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at SentryWorld, Faith Foreward, and Skyward. He also operated Schaefer Handyman Services and worked at the University of Wisconsin Stevens Point and Golf Galaxy. Landolt Securities provides investment management and consulting to individuals, trusts, estates, corporations, and other entities, with $137.8 million in regulatory assets under management as of March 31, 2026. The firm focuses on small-cap growth stocks using both short-term and long-term trading strategies and offers access to third-party asset management programs tailored to client risk tolerances.

Prateek Mehrotra is a CFA® charterholder with 23 years of industry experience. He serves as Chief Investment Officer at Endowment Wealth Management, Inc., where he is also a shareholder and board member. His prior experience includes roles at Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed categories using ETFs, separate accounts, model portfolios, and private placements.