Mark Reilly is a financial advisor at North Star Asset Management Inc with 26 years of industry experience. He has been with North Star since 2006 and holds Series 63 and Series 65 licenses. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, and foundations. The firm employs a team-based investment approach focused on proprietary fundamental research to build diversified portfolios of high-quality equities and investment-grade fixed income.

Benjamin Van Handel is a CFA® charterholder with 10 years of industry experience. He has been with North Star Asset Management Inc. since 2013. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients. The firm’s team-based investment process relies on proprietary fundamental research to construct diversified portfolios of high-quality equities and investment-grade fixed income, managing approximately $3 billion in discretionary assets.

Jill Batley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Advisors' Pride and Paul R. Hoffman & Company, as well as an affiliation with LPL Financial. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of year-end 2024.

William Harrington is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2019 and was previously with Nepsis Advisory Services, Inc. for six years. Harrington is also involved in insurance sales, including fixed and equity-indexed annuities and asset-based long-term care products. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers using a variety of investment platforms and account structures.

Joseph Maestas is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Avaii Wealth Management, LLC, DWC - The 401(k) Experts, FuturePlan by Ascensus, and Qualified Pension Services, Inc. He is a dual employee of Johnson Wealth Inc. and Johnson Bank, where he also serves as a Retirement Plan Services Advisor. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

John Keller is a financial advisor at Johnson Wealth Inc. with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Johnson Wealth since 2017. Keller also serves as a Senior Vice President Wealth Advisor at Johnson Bank, where he manages client relationships in addition to his role at Johnson Wealth. Johnson Wealth Inc. is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

William Morrison is a CFP® and CFA® with seven years of industry experience. He currently works at Merit Financial Advisors and has previously been affiliated with PKS Investments, Cambridge Investment Research Advisors, Rooted Planning Group, and Carl M. Hennig, Inc. Additionally, he serves as a Teaching Assistant Professor at the University of Wisconsin Oshkosh, where he teaches courses on finance, investments, and student-managed endowments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Jo Anna Guinn is a financial advisor at Associated Investment Services, Inc. in Appleton, WI, with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Associated Investment Services since 2017, following five years at SII Investments. Outside of finance, she performs as part of a singing duo called The Moonlighters. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm employs model portfolio and separately managed account programs through third-party managers and affiliated firms, delivering primarily non-discretionary investment management supported by its affiliation with Associated Banc-Corp and related entities.

Sydney Thompson is a financial advisor with Merit Financial Advisors in De Pere, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Merit, Thompson worked at PKS Investments and LPL Financial, among other firms. Outside of finance, Thompson serves as head coach for the Panthers 17 Black volleyball team at One Wisconsin Volleyball Club. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Thomas Beno Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wealth Watch Advisors, LLC and Cambridge Investment Research Advisors, along with operating under his own name since 2009. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and utilizes third-party sub-advisers and custodians.

Timothy Steffen is a ChFC®-designated financial advisor with 37 years of industry experience, currently serving at KCD Financial, Inc. since 2004. Prior to this, he worked for Eagle Strategies (NY Life) for five years. Outside of financial advising, he owns and operates a tree farm specializing in timber production, and he is the newly elected chairman of the Shawano County Republican Party. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension plans, and charitable organizations, utilizing a range of investment strategies and third-party management programs.

Brandon Slowiak is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gateway Wealth Partners and LPL Financial since 2022. His prior experience includes roles at Wausau Tax and Accounting, Linetec, and Parker Hannifin. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, alongside individual securities and Independent Managers when appropriate.

Stephanie Ehr is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Harbour Investments since 2006, as well as at Johnson & Wachholz Financial Services and Wachholz & Associates Wealth Management. Ehr is also president of MoneyLogik, Inc., an investment sales and consulting firm, and works as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Michael Kitzman is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial, Advisor's Pride, and SII Investments, Inc. He has been involved in providing administrative support for independent investment advisory firms, including Advisors' Pride and Gateway Wealth Partners. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

David Pentek is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial and SII Investments, Inc. He is also involved as an insurance agent offering Medicare Advantage plans through multiple agencies. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation primarily using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers when appropriate.

Francis Haanen is a financial advisor at ON Investment Management CO with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Wisconsin Financial and UWGB. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through both discretionary and non-discretionary arrangements.

Arnold Presser is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Johnson Wealth Inc. since 2024 and also serves as a full-time portfolio manager at Johnson Bank, where he has worked since 2014. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) plans for airline pilots.

Jeffrey Miles is a financial advisor with LPL Financial in Menasha, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Gateway Financial Partners, Advisors' Pride Inc., SII Investments, and McClone Agency. Outside of his advisory work, he is involved in managing several real estate development and rental entities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Bradley Buchanan is a CFA® charterholder with 28 years of industry experience. He has been with North Star Asset Management Inc in Menasha, WI since 1997. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and foundations. The firm employs a team-based investment process focused on fundamental research and builds diversified portfolios of high-quality equities and investment-grade fixed income assets.

Todd Holden is a financial advisor at Gateway Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including LPL Financial, SII Investments, Woodbury Financial, and Shaw Holden Financial. Outside of advising, he owns a snow removal and a retail fireworks business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers.