Brent Polzin is a financial advisor with CWM, LLC based in Green Bay, WI, holding a Series 66 designation and 22 years of industry experience. He previously worked at Harbor Wealth Management LLC and APW Capital, Inc. for 16 years, as well as Equitable Advisors and Midwest Professional Planners, Ltd. Outside of his advisory role, he is involved in agriculture as a partner in ECO Angus and owns Brent Polzin Beef Farm, where he raises cattle and grows crops. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that develops and monitors model portfolios using fundamental and technical analysis.

Michael Schneider is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes roles at Summit Planning Group, Amerilux International, and Capital Credit Union. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Gregory Sporer is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 credentials and has 12 years of industry experience. His prior roles include positions at Agia, The Huntington Investment Company, The Huntington National Bank, LPL Financial, and PRUCO Securities. He is also involved in offering non-securities insurance products through an agent role at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts with advanced platforms and model solutions.

Ryan Geschke is a financial advisor with NewEdge Advisors in Green Bay, WI, holding the Series 66 designation and 18 years of industry experience. His prior work includes roles at GWM Advisors, LPL Financial, Advisors' Pride, and Sii Investments/Nph. Outside of his advisory work, he serves as Vice President and Co-Chair of Abbey Sutherland Volleyball Camps LLC. NewEdge Advisors is a large registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs multiple program structures that integrate both in-house and third-party manager strategies, supported by technology tools and centralized due diligence.

Lucas Listle is a financial advisor with Integrity Alliance, LLC based in Green Bay, WI, holding a Series 65 designation and seven years of industry experience. He also owns Listle Financial and Retirement Planning, LLC, a bookkeeping business, and teaches a Financial Peace University course at his local church. Prior to joining Integrity Alliance’s network, he worked at Brokers International Financial Services and Secure Retirement Solutions. Integrity Alliance is a large advisor network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third‑party managers through multiple platforms and investment approaches.

Larry Rose is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and 32 years of industry experience. His prior roles include positions at Harbor Wealth Management, Equitable Advisors, and Cambridge Investment Research Advisors. Outside of advising, he serves as treasurer for CASA of Brown County, a nonprofit organization focused on children's advocacy. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment process guided by an internal committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Eric Flick is a CFP® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group from 2015 to 2019. He is involved with College Ready in Green Bay, WI, serving as a board member and treasurer, where he participates in financial oversight and organizational planning. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management with oversight by an internal Investment Committee and offers a range of financial planning and asset management services.

Matthew Garot is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 designations. His career includes tenures at several firms, including Associated Investment Services, Packerland Brokerage Services, and Waddell & Reed. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies supported by proprietary programs and third-party platforms.

Nathan Schoenherr is a Series 66-registered financial advisor with six years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at Brokers International Financial Services, Secure Retirement Solutions, and Thrivent Financial. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and multiple program options, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Griffin Winkowski is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at firms including Orion Portfolio Solutions, Johnson Financial Group, and Interactive Brokers Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach centers on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by educational content, specialized services, and an integrated platform of affiliated service lines.

Eric Rueckl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and having nine years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty since 2010. Outside of his advisory role, he serves as a part-time health coach for WW (formerly Weight Watchers), teaching classes on weight loss and healthy lifestyle maintenance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analyses.

Lindsey Wetzel is a CFP® professional at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, Lindsey worked at AFI Wealth Strategies and in logistics and dental industries. Mercer Global Advisors serves individuals, families, small business owners, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and specialized programs.

Cheryl Moss is a CFP® with 29 years of experience in financial advisory, currently with CWM, LLC. She has previously worked at Carson Wealth, Harbor Wealth Management, Midwest Professional Planners, Ltd., and Equitable Advisors. Outside of her advisory role, Moss owns C.MOSS, LLC, a tax planning and income tax preparation business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach and partnerships to deliver tailored investment solutions for corporate, institutional, and high-net-worth clients.

Gideon Hicks is a CFP® professional with 11 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Summit Planning Group before joining Wealth Enhancement in 2019. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of financial planning and consulting services.

Joanna Robertson is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bryant University-Boston Institute of Finance and Downtown Montessori Academy. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and consulting services, combining proprietary strategies and third-party models across equity and fixed income portfolios.

Alan Hicks is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group LLC for over 13 years. Outside of advising, he holds a board position as vice president of Brown County Ice Management, overseeing the operations of two local ice rinks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Lee Revolinski is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to joining Wealth Enhancement, he worked at Summit Planning Group LLC for 14 years. He is a board member of the Finance Committee at Bethany Church in Green Bay, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active managers guided by an internal Investment Committee.

Christopher Battle is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and possessing 24 years of industry experience. His career includes prior roles at LPL Financial and SII Investments, Inc. He is a co-owner and financial advisor at New Wall Street, LLC, a fee-based advisory firm that also provides retirement plan management and insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors.

Eric Heus is a financial advisor with CWM, LLC based in Green Bay, WI, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Harbor Wealth Management LLC and APW Capital, Inc., where he served for 16 years, as well as Equitable Advisors. Heus is also a licensed fixed insurance agent. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm provides services such as discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Thomas Beno Jr. is a financial advisor with Foundations Investment Advisors LLC in Green Bay, WI. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Wealth Watch Advisors, LLC, Cambridge Investment Research Advisors, and operating under his own name since 2009. Foundations Investment Advisors provides financial planning and portfolio management services to a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a blend of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers investment advice through a large network of affiliated offices and representatives.