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.

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.

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.

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.

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.

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.

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.

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.