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.

Jared Gonnering is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has prior experience including a decade with Fox Valley Farm Management Association. He is a co-owner of Farmstead Financial LLC, where he provides tax preparation, accounting services, and financial consulting. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Jordan Vandehey is a financial advisor with Principal Financial Services in Kaukauna, WI, holding a Series 66 designation and six years of industry experience. He has worked with Van De Hey Financial Services since 2019 and has experience at Principal Securities Inc and Principal Life Insurance Company since 2019. Outside of advising, he works as a mathematics tutor. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

Michele Lipschultz is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Horace Mann Companies, and Thrivent Financial. Outside of her advisory work, she is involved as treasurer for a women's retreat organization and operates a small fashion resale business on Poshmark. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages accounts through various strategies and platforms, catering to individual, charitable, and corporate clients.

Jacqueline Lawrence is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Hightower Advisors and has previously worked at firms including Associated Trust Company and Raymond James Financial Services. She was also a former agent for United Healthcare, receiving residual commissions from that role. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and both affiliated and third-party managers.

Kenneth Bakula is a ChFC® with 44 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2004. He has also been affiliated with New York Life Insurance Company and Nylife Securities Inc since 2003. Bakula is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

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.

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.

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.

Allison Buchholtz is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Hightower Advisors. Prior to joining Hightower in 2025, she worked in financial planning and information systems from 2021 to 2024 and has experience in both academic and business settings. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction.

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.

Daniel Budinger is a CFP® professional with 16 years of industry experience, currently serving at Hightower Advisors since 2025. Prior to joining Hightower, he spent 17 years at Financial Planning & Information Services. Outside of advisory work, he is involved with Black Puck Realty, LLC, a commercial real estate business primarily focused on owning the office building used by his previous firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, with an emphasis on multi-manager solutions and proprietary research.

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.