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.

Corey Grimes is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Van de Hey Financial Services Inc and Principal Life Insurance Company. Outside of his advisory work, he is a member of a hunting club LLC managing 400 acres for deer and turkey hunting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by those managers.

Amanda Ross is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Ameritas Investment Company, AEGIS Financial, Woodbury Financial Services, OneAmerica Securities, American United Life, Packerland Brokerage Services, and SII Investments. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

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 Certified Financial Planner (CFP®) with 14 years of industry experience, currently associated with Principal Financial Services. He has worked with Principal Securities Inc. since 2016 and also operates Vandehey Financial Services Inc. since 2012. Outside of his advisory roles, Vandehey 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 offers financial planning, retirement plan consulting, and access to third-party money manager solutions through direct advisory and promoter arrangements.

Wesley Gallenberger is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Creative Planning, where he has been since 2022. Prior to that, he was with Wipfli Financial Advisors and has a background that includes experience at the University of Wisconsin–Madison and the Kewaunee School District. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various portfolio management techniques and access to private market investments.

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.

Quincy Gerrits is a CFP® and Series 65-registered advisor at Creative Planning with five years of industry experience. Before joining Creative Planning in 2022, he worked at Wipfli Financial Advisors for one year and attended the University of Wisconsin - Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market investments, managing approximately $295.6 billion in client assets.

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 at OSAIC Advisory Services, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Oarsman Capital Inc. Since 2000, he has also been affiliated with the University of Wisconsin/Whitewater. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models and platforms.

Benjamin Hayes is a financial advisor at Creative Planning with 17 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of his advisory role, Mr. Hayes volunteers as Treasurer for CollegeReady, a non-profit that provides scholarships to high school students in the Green Bay, Wisconsin area. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through more than 1,100 advisors.

Patrick Rusch is a CFP® and ChFC® professional with 14 years of experience in the financial industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Triad Advisors, Associated Investment Services, Inc., LPL Financial, Associated Bank, and The Vanguard Group. Rusch serves on advisory boards for the Personal Finance program at the University of Wisconsin-Madison and for Christ the Rock Church, providing guidance on financial health. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and other entities. The firm offers investment management, financial planning, retirement plan consulting, and related services delivered through various program models, utilizing proprietary and third-party platforms.

Rachel Brown is a CFP® professional with 12 years of industry experience. She is currently an advisor at Hightower Advisors, where she has worked since 2025. Prior to that, she spent 11 years at Financial Planning & Information Services, Inc. Outside of her advisory role, she is involved with Black Puck Realty, LLC, a commercial real estate business that owns the office building used by her previous firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a comprehensive range of portfolio management and financial planning services.