Kristy Schreiber is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and 14 years of industry experience. She previously worked at Associated Investment Services, Inc. and has business interests in bookkeeping services through Schreiber Electric, LLC and Schreiber Property Holdings, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment programs and discretionary model portfolios, supported by its Investment Management and Research team.

Tyler Bauer is a CFP® professional with three years of industry experience, currently affiliated with Mercer Global Advisors Inc. He previously worked at Winch Advisory Services, LLC for a total of ten years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and planning services. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, and offers client education content, events, and integrated service platforms.

Brian Long is a financial advisor with Principal Financial Services based in Neenah, Wisconsin. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His career includes roles at Union Financial, Inc., Synergy Advisory Group, Principal Securities INC, and Principal Life Insurance Company. Additionally, he is involved in the sale of fixed insurance products such as life, annuities, and disability insurance on a part-time basis. 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 consulting, and access to third-party money managers, implementing investment strategies primarily on a discretionary basis.

Steve Verhasselt is a financial advisor with Principal Financial Services holding a Series 66 designation and three years of industry experience. He has previously worked with Fox Valley Farm Management Association for 29 years. Outside of advisory work, he is a part owner of a tax and accounting services firm, Farmstead Financial LLC, where he provides services as an Enrolled Agent. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tammie Lenzner is a financial advisor at Wealthspire Advisors in Appleton, WI, holding a Series 65 designation with 12 years of industry experience. She has been with Wealthspire Advisors since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation and uses third-party platforms to manage held-away retirement assets.

Erin Walters is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and with 13 years of industry experience. Her prior roles include positions at MassMutual, Transamerica, and MML Distributors. She is a partner member in a printing company owned by her husband. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory approach incorporates direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cynthia Fox is a financial advisor with Eagle Strategies (NY Life) based in Menasha, WI, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. She has worked with New York Life and related firms since 2003 and operates Financial Wellness Partners, LLC. Fox serves as a board member for the Center for Grieving Children and volunteers in stewardship and capital campaign roles at her church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Alyssa Doro is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Her background includes roles at AEGIS Financial and Bowman & Company S.C. dba AEGIS Financial. Outside of advising, she has been involved in a family farm business raising beef cattle and crops, and participates in a local market providing farm-raised beef. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified, risk-class based investment approach that blends passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Kenneth Gellerstedt is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Edward Jones and Classical Restaurants Ltd. He serves as a general board member for Neenah Lutheran School, where he participates in strategic planning and oversight. 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 under various advisory and promoter arrangements.

Scott Hanadel is a financial advisor with The Huntington Investment Company in New London, WI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work experience includes roles at FBL Marketing Services, FBL Financial Group, Firstmerit Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with portfolio management and trade execution supported by National Financial Services.

Bruce Romberg is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc from 2007 to 2023, followed by positions at Park Avenue Securities and Guardian Life Insurance Company since 2023. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management with about 1,900 investment adviser representatives.

Melissa Jones is a financial advisor with Principal Financial Services in Menasha, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Principal Life Insurance Company, Woodbury Financial Services, LPL Financial, and Transamerica, among others. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory approach emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kelly Watzka is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Commonwealth in 2023, Kelly worked at Associated Investment Services, Inc. for 13 years. Outside of advisory roles, Kelly is a co-owner of Pinnacle Private Wealth, LLC and owns Watzka Wealth Management, LLC, both entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Michael Villeneuve is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at AEGIS Financial, Private Client Services, Raymond James Financial Services, and National Planning Corp. He is based in Oshkosh, WI. 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 offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that blends passive and active management guided by quantitative and fundamental research.

Samuel Christie is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 credential. He has one year of industry experience and previously worked at Bowman & Company S.C. and WIPFLI Financial Advisors. Outside of his advisory role, he works part-time as a forklift operator at Valley Bakers Cooperative Association. 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 offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Taylor Zornow is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 16 years of industry experience. Prior to joining Empower Financial Services, Inc. in 2022, he worked at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans from 2007 to 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach includes integrated service delivery tied to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and savings rates.

Brian Rogers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Oshkosh, WI. His prior experience includes roles at Raymond James Financial Services and AEGIS Financial. Outside of his advisory work, Rogers is involved in youth soccer coaching with the Oshkosh United Soccer Club and serves on the executive board of Winnebago Lutheran Academy, as well as the Fox Valley Estate Planning Council. 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 offers a range of financial planning, asset management, and consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Todd Funk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Associated Investment Services, Inc. for 17 years and is a co-owner and senior partner of Pinnacle Private Wealth, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a broad range of advisory programs and operational support. The firm offers discretionary model portfolios, personalized indexing options, and multiple program structures, supporting advisors with trading, compliance, technology, and investment management.

Brian Borden is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. His prior experience includes roles at Associated Trust Company and Marine Credit Union. He is also involved with Investment Designers, where he serves as a financial planner and manages a book of business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

David Lardinois is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and bringing seven years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Thrivent Financial. He serves as a board member of the Appleton Fox Cities Kiwanis Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and consulting services, utilizing multiple program models and a combination of proprietary and third-party platforms.