Bart Landsverk is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at LPL Financial, Advisors' Pride, Inc., and The Huntington Investment Company. Outside of his advisory work, he has been involved with the Whitetail Institute since 1997. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach that includes low-cost mutual funds and ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of December 31, 2025.

Shana Keil is a financial advisor at Private Client Services, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2018. Prior to that, she was with SII Investments, Inc. and Investment Centers of America. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through a range of advisory platforms, emphasizing risk profiling and tailored strategy implementation.

Jacob Sensiba is a financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. He has previously worked at Securities America Advisors and CRG Financial Services, Inc. Sensiba is also an author for Quest CE. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets across diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Erik Brenn is a Series 66 credentialed financial advisor with 10 years of industry experience. He currently works at Gateway Wealth Partners, LLC and has previously been associated with LPL Financial and Sii Investments, Inc. Brenn also serves as Chief Financial Officer of The McClone Agency, Inc., an insurance agency. 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 using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Erik Landsverk is a financial advisor at Gateway Wealth Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Russell Investments for six years. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing over $2 billion in assets as of the end of 2025.

Eric Hall is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Advisors' Pride, Inc. (Provisions Wealth Planners), Rightstone Financial, SII Investments, Inc., and EDH Wealth Advisors. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment adviser. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets among low-cost, diversified mutual funds and ETFs while incorporating individual securities and independent managers, with assets under management totaling approximately $2.28 billion.

Jessica Liska is a financial advisor with Associated Investment Services, Inc. in Appleton, WI, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She worked at FOCUS CPA from 2015 to 2017 before joining her current firm in 2010. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

Patti Hohn is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and previously worked for Associated Investment Services, Inc. from 2016 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages about $212.7 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and back-office services.

Amanda Ross is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with multiple firms including Ameritas Investment Company, AEGIS Financial, and Woodbury Financial Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.

Jennifer Torgrude is a financial advisor with Principal Financial Services in Neenah, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her previous roles include positions at MassMutual and Thrivent Financial. She serves as Advisory Board President for the Down Syndrome Association of Wisconsin – Fox Cities and provides specialized financial planning for families with loved ones who have disabilities through Synergy Advisory Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third‑party money manager solutions, with investment implementation typically carried out on a discretionary basis by third‑party managers.

Andrew Vandehey is a CFP® with 15 years of industry experience, currently affiliated with Principal Financial Services. He has worked with Principal Securities Inc. since 2016 and operates Vandehey Financial Services Inc. since 2012. Outside of his advisory work, he serves as an assistant track and field coach at Kaukauna High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Travis Winder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 registrations and bringing 16 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Outside of his advisory work, he serves on the stewardship board at Riverview Lutheran Church and School in Appleton, WI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Youa Tangen is a Series 66-licensed advisor with Empower Advisory Group, based in Appleton, WI, and has three years of industry experience. Prior to joining Empower, Youa held positions at Ameriprise, Triad Advisors, and Thrivent Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Kevin Kosgard is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation.

Scott Scheer is a financial advisor with Eagle Strategies (NY Life) based in Appleton, WI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been associated with Eagle Strategies since 2006 and New York Life since 1994. Outside of his advisory practice, Scheer owns Scheer’s Sugar Shack, a maple syrup production and distribution business, and serves as a board member of the Wisconsin Potato & Vegetable Growers Association. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional clients within the integrated New York Life affiliate structure.

Matthew Klewer is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors and Triad Hybrid Solutions and has been affiliated with the University of Wisconsin/Whitewater since 2000. He also serves as a notary public, providing notarization services to clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a broad range of services, such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Richard Hageman is a CFP® and CFA® with 29 years of experience in the financial services industry. He is currently a financial advisor at Cetera Planning Partners and has worked with affiliated firms including Avantax and ProEquities over his career. Outside of his advisory work, he owns Fifty Cal Arms LLC, a small firearms sales business related to his interest in competitive shooting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, leveraging a diversified investment approach aligned with each client’s objectives and risk tolerance.

Patrick Rusch is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and has held previous roles at Triad Hybrid Solutions, Triad Advisors, Associated Investment Services, Inc., LPL Financial, Associated Bank, and The Vanguard Group. Outside of his advisory work, he volunteers on advisory boards for the University of Wisconsin-Madison’s Personal Finance program and a nonprofit church focused on financial health. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment and financial planning services, delivering advice through multiple program models and utilizing both proprietary and third-party platforms in portfolio management.

Brian Boehm is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, spanning over a decade at each firm. Outside of his advisory work, he manages non-Guardian insurance products for business that cannot be placed with Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Aaron Bauer is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Mercer Global Advisors Inc. and previously at Winch Advisory Services, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and uses globally diversified portfolios with multi-factor tilts, implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.