Gary Roth is a CFP® with 22 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2003. He has been self-employed since 1996, operating an insurance sales business offering life, health, fixed and equity indexed annuities, long-term care, and property and casualty products. Roth also assists with tax return preparation on a limited basis. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers, managing over $900 million in client assets.

Christopher Moss is a CFA® charterholder with over 31 years of experience in the financial industry. He is a principal at CliftonLarsonAllen LLP and has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Appleton, WI, he holds the Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, delivering investment solutions through strategic asset allocation and multidisciplinary planning supported by its parent firm’s professionals.

Kerry Davis is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked continuously since 1993 at both Harbour Investments and Planning Concepts Inc. Outside of his advisory role, Davis is also an independent insurance agent and involved with Gasman Enterprises. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized strategies across a variety of investment vehicles and offers model-based solutions through a subscription platform.

Callee Berry is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and experience dating back to 2017 in various roles including financial services and education. Prior to joining Harbour Investments, Berry worked at Keystone Financial, Fox Communities Credit Union, and Loft. Harbour Investments serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering customized portfolio management and financial planning using a combination of fundamental and technical analysis across multiple investment vehicles.

Marcus Medema is a financial advisor at NorthRock Partners, LLC in Appleton, WI, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sixt and BakerTilly. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, periodic rebalancing, and integration of private market allocations, supported by AI-driven tools and human oversight.

Alex Brusda is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He has been with North Star Asset Management Inc in Neenah, WI since 2015. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on fundamental research and diversified portfolios of equities and fixed income. The firm is employee- and former-employee-owned, manages approximately $3 billion in assets, and maintains a high concentration of credentialed staff.

Michael Hall is a financial advisor at Gateway Wealth Partners, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, Gradient Securities, and he has operated Hall Financial Group since 2009. 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 utilizes a strategic asset allocation approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Geoffry Penn is a CFA® charterholder with 29 years of industry experience. He has been with North Star Asset Management Inc. since 1996 and also has a long tenure at Associated Bank beginning in 1993. 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 endowments. The firm employs a team-based investment process focused on fundamental research and dividend-discount valuation to build diversified portfolios of consistent-growth equities and investment-grade fixed income.

Christopher Mccaman is a CFP® and CFA® charterholder with 23 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial and Raymond James Financial Services. 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 assets among diversified mutual funds, ETFs, individual securities, and independent managers using fundamental and technical analysis.

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 with Private Client Services, LLC in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at SII Investments, Inc and Investment Centers of America, with tenures spanning from 2000 to 2018 before joining her current firm in 2018. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

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.