David Schedler is a financial advisor at Cowling Bay Wealth Management, LLC in Oshkosh, WI, with eight years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for Legacy Private Trust Company for 15 years. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning for high-net-worth individuals, trusts, and estates. The firm uses a long-term investment approach with low-cost mutual funds, ETFs, and other asset types as appropriate, managing a small client roster focused on larger accounts.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. Outside of her advisory work, she owns a small family coffee business, Lakeshore Coffee Co., and serves as an elected official on the Oshkosh City Council. Great Lakes Financial Strategies, LLC provides individualized investment management and financial planning to a small client base consisting of individuals and businesses. The firm uses a combination of passive and active strategies with strategic asset allocation and employs both discretionary and non-discretionary portfolio management, alongside educational seminars and public speaking on personal finance.

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.

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.

Darin Walter is a financial advisor with Carl M. Hennig, Inc. holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at RBC Capital Markets since 2013. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving about 24 clients with approximately $24.7 million in assets. The firm primarily provides non-discretionary advisory services and places brokerage clients into third-party programs, maintaining oversight and delivering periodic reports.

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.

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.

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.

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.

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.

Ryan Gravunder is a financial advisor at Carl M. Hennig, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his advisory role, he worked at All In One Insurance Group for eight years and had brief tenures at Caren Reich State Farm Agency and Kwik Trip Gas Station. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving roughly 24 advisory clients with about $24.7 million in assets. The firm primarily provides non-discretionary investment recommendations and referral-based advisory services that include third-party money managers, focusing mainly on brokerage activities.

Kurt Caramanidis is a financial advisor with Carl M. Hennig, Inc. in Oshkosh, WI, holding Series 63 and 65 credentials and having 25 years of industry experience. He has been with Carl M. Hennig, Inc. since 2009 and has worked with Northwestern Mutual Investment Management and Northwestern Mutual, Inc. since 2000. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving about 24 clients with $24.7 million in reported assets. The firm primarily delivers non-discretionary advisory services and referral-based arrangements, overseeing third-party managers and offering investments across equities, fixed income, REITs, mutual funds, and ETFs.

Blake Bartlett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Schaper Benz & Wise Investment Counsel Inc since 2019 and has prior experience at U.S. Bank Global Fund Services, Glen Hepfner Incorporated, UW - Whitewater Police Services, and Bartlett Electric S Corp. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house research and valuation models, focusing on concentrated equity portfolios and laddered fixed-income strategies.

Christi Salm is a CFA® charterholder with 23 years of experience in the financial industry, currently serving as an advisor at Schaper Benz & Wise Investment Counsel Inc since 2003. She holds a Series 66 designation and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a research-driven investment approach with comprehensive fundamental analysis and emphasizes diversified equity portfolios and principal-preserving fixed income strategies.

Daniel Sullivan is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with five years of industry experience. He holds a Series 65 credential and previously worked at Monona Bank, UW-Whitewater, Park Bank, and served in the US Air Force for seven years. Schaper Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and emphasizes concentrated equity portfolios and laddered fixed-income strategies.

Laura Guy is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 26 years of industry experience, all of which she has spent with the firm since 2000. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm uses a fundamentally driven, research-oriented investment process and offers additional family wealth services including retirement, tax, charitable, and estate planning.

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.