Michael Delaney is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Robert W. Baird & Co. for 19 years before joining LPL Financial and Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model that includes representatives dually registered with LPL Financial.

Harrison Prange is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Sovos Compliance. 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 employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focused on quantitative and fundamental analysis.

Christopher Schuler is a CFP® professional with 12 years of industry experience. He is currently with CWM, LLC and has previously worked at Cetera Advisor Networks, Heritage Financial Partners, and Cambridge Investment Research. 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 provides portfolio management, financial planning, sub-advisory services, and retirement-plan services, using a discretionary, model-portfolio approach combined with fundamental and technical analysis and access to alternative investments.

Michael Kresl is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group, Packerland Brokerage Services, Anico Financial Services, and American National Insurance Company. In addition to his advisory role, Kresl is a Certified Public Accountant involved in tax return preparation and agency work in fixed insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, serving clients through a network of investment adviser representatives.

Nicholas Veras is a financial advisor with CWM, LLC holding a Series 65 credential and two years of industry experience. His prior work history includes positions at Heritage Financial Partners, LLC, AIA Corporation, Wipfli, and Baker Tilly. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing discretionary management with model portfolios and a combination of fundamental and technical analysis.

David Demeuse is a CFP® professional with 26 years of experience in financial advisory services. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. Prior to that, he spent over a decade at Summit Planning Group LLC. Outside of his advisory work, he serves as chairperson of Bethany Church in Green Bay, WI. 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 employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and research-driven portfolio management.

Hunter Zick is a financial advisor with Mercer Global Advisors Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Lion Street Financial, Raymond James Financial Services, PFSI Investment Inc., Primerica Financial Services, and positions outside finance at the University of Wisconsin Green Bay and Marathon Cheese Corp. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Robert Hoekstra is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co., Inc. for 16 years. Outside of his advisory role, Hoekstra serves as Treasurer for the Brown County Chapter of the Izaak Walton League and is a Board Member at Large for the Town of Scott Condo Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations using a range of model strategies and advisory programs supported by an Investment Strategy Committee and a combination of custody and clearing services.

Ian Hayward is a financial advisor with CWM, LLC in Green Bay, WI, holding a Series 65 credential. He has professional experience working with Heritage Financial Partners, Fortifi Bank, Bank of the West, and other financial institutions since 2017. 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 provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a discretionary investment approach governed by an in-house Investment Committee and supported by third-party sub-advisors and technology tools.

Bernard Van Eperen is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at LPL Financial and SII Investments, Inc. He is also a co-owner and financial advisor at New Wall Street LLC, where he utilizes insurance products as part of his client services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

Ethan Kappers is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he worked in various capacities at Bankers Life Securities, Bankers Life and Casualty, and several other companies across different industries, including founding and operating Kappers' Big Red Barn from 2017 to 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Dean Listle is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Brokers International Financial Services since 2014 and at SRS LLC since 2013. Listle is also a member of Secure Retirement Solutions LLC, where he is involved in fixed insurance and securities business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Collin Goldschmidt is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, formerly known as Axa Advisors, and is involved in other business activities including a financial services partnership and serving as secretary for a homeowners association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and providing both advisory and brokerage/insurance services.

Jennifer Carr is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services LLC and Associated Investment Services, Inc. Outside of her financial advisory role, she is involved in several community and service activities, including working as a beauty consultant, serving at local restaurants and event venues, assisting elderly and disabled individuals, and volunteering at a religious institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing both in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and integrated services.

Samuel Timmerman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2017. Outside of his advisory role, he owns and operates a business selling collectibles and video games. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Richard Vezina is a financial advisor with RBC Capital Markets in Green Bay, WI, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he is involved in various non-investment related business ventures including partnerships in commercial real estate and aircraft management. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through multiple advisory programs. The firm integrates in-house and third-party investment resources with options for tax management and responsible investing.

Polly Roeser is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She previously worked at Merrill from 2012 to 2020 before joining RBC Capital Markets in 2020. Outside of her advisory role, she serves as an election day volunteer in the City of Green Bay Clerk's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

William Guise is a financial advisor with Osaic and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, with prior affiliations including Fortis Investors, Inc. and Woodmen Financial Resources Ltd. He is also the president and owner of Covenant Planning Group, a sole proprietorship focused on insurance sales and planning services. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Kevin Wilson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 10 years of industry experience and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other financial firms. He serves as a board member of the Walk on Arts Foundation, a nonprofit organization based in De Pere, WI. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Christopher Grassel is a financial advisor with OSAIC in Green Bay, WI, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has previously worked at Woodbury Financial for 18 years and has been involved with Woodmen Financial Resources Ltd. since 2006 in a financial planning role. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, and provides access to third-party money managers and managed account solutions.