Jeremy Weller is a CFP® with 15 years of industry experience, currently advising at CWM, LLC. His prior work includes roles at Cetera Advisor Networks and Cambridge Investment Research. He also serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios guided by an in-house Investment Committee and offers a range of financial planning and retirement services.

Brent Polzin is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. He is currently with Carson Wealth and has previous experience with Harbor Wealth Management LLC and APW Capital, Inc. Outside of his advisory work, he is involved in agriculture as a partner in a cattle-raising business and owns a beef farm where he raises cattle and grows crops. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis with third-party sub-advisors and alternative investments.

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 at Valic Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Agia and The Huntington Investment Company. Outside of advisory activities, he is an agent involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and unified managed account services through a large network of advisors, utilizing centralized technology and third-party model managers.

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.

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 bringing 32 years of industry experience. His prior work includes roles at Harbor Wealth Management LLC and Comprehensive Asset Management and Servicing, Inc. He serves as treasurer for CASA of Brown County, a nonprofit children's advisory organization. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

Brian Ruh is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has also been involved with Action Financial Strategies, LLC since 2012. Outside of his advisory work, Ruh serves as a board member for Calumet Medical Center and New Hope Center, and he is president of the Trinity Lutheran Church Council. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

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 with Guardian Life, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at several firms, including Waddell & Reed, Ameriprise, and Associated Investment Services, before joining Park Avenue Securities and Guardian Life in 2025. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, combining proprietary and third-party strategies.

Andrew Nagan is a CFP® affiliated with Hightower Advisors and has one year of industry experience. Prior to joining Hightower in 2025, he worked for six years at Financial Planning & Information Services and spent thirteen years at Prime Steer Supper Club. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with an emphasis on portfolio construction that incorporates various investment vehicles and strategies.

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.

Jacqueline Lawrence is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. Her prior experience includes roles at Associated Trust Company and Raymond James Financial Services, among others. She was formerly a non-variable insurance agent with United Healthcare. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

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.

Ryan Wempe is a CFP® professional with 19 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 18 years at Financial Planning and Information Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

Carl Ekstrom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Financial Planning and Information Services Inc., TD Ameritrade, Charles Schwab, Ameriprise Financial Services, and Scottrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a mix of investment vehicles such as mutual funds, ETFs, and alternative investments.