Phillip Petersen is a financial advisor with Harbour Investments, Inc. in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been associated with Harbour Investments, Nvps, S.C., and Petersen Financial since 2004. Outside of his advisory work, he serves as treasurer of the East Side Cemetery Association and is involved in independent insurance sales. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various advisory platforms, employing multiple investment approaches and ongoing account monitoring.

Brian Versey is a financial advisor at Blueprint Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Navigen Wealth Management. Outside of his advisory role, Versey is a co-owner of Vital Safety Systems, a video and security camera business, and owns and operates a storage unit rental facility. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofit entities, using a globally diversified investment approach with a proprietary strategic-and-tactical framework.

Erik Brenn is a Series 66 credentialed financial advisor with 10 years of industry experience. He currently works at Gateway Wealth Partners, LLC and has previously been associated with LPL Financial and Sii Investments, Inc. Brenn also serves as Chief Financial Officer of The McClone Agency, Inc., an insurance agency. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Erik Landsverk is a financial advisor at Gateway Wealth Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Russell Investments for six years. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing over $2 billion in assets as of the end of 2025.

Eric Hall is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Advisors' Pride, Inc. (Provisions Wealth Planners), Rightstone Financial, SII Investments, Inc., and EDH Wealth Advisors. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment adviser. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets among low-cost, diversified mutual funds and ETFs while incorporating individual securities and independent managers, with assets under management totaling approximately $2.28 billion.

Jessica Liska is a financial advisor with Associated Investment Services, Inc. in Appleton, WI, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She worked at FOCUS CPA from 2015 to 2017 before joining her current firm in 2010. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

Brett Frum is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at AEI Fund Management, AEI Securities, Patrick Capital Markets, Stratera Holdings, and BNY Mellon Securities Corporation. Outside of advisory work, he serves as Director of Sales and Distribution for TradeBacked Inc., focusing on leasebacks to small and medium enterprises. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Patti Hohn is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and previously worked for Associated Investment Services, Inc. from 2016 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages about $212.7 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and back-office services.

Corey Grimes is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Van de Hey Financial Services Inc and Principal Life Insurance Company. Outside of his advisory work, he is a member of a hunting club LLC managing 400 acres for deer and turkey hunting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by those managers.

Amanda Ross is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with multiple firms including Ameritas Investment Company, AEGIS Financial, and Woodbury Financial Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.

Carson Jacques is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ascentra Wealth Management and The Prudential Insurance Company of America. He also conducts fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Jennifer Torgrude is a financial advisor with Principal Financial Services in Neenah, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her previous roles include positions at MassMutual and Thrivent Financial. She serves as Advisory Board President for the Down Syndrome Association of Wisconsin – Fox Cities and provides specialized financial planning for families with loved ones who have disabilities through Synergy Advisory Group. 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, with investment implementation typically carried out on a discretionary basis by third‑party managers.

Andrew Vandehey is a CFP® with 15 years of industry experience, currently affiliated with Principal Financial Services. He has worked with Principal Securities Inc. since 2016 and operates Vandehey Financial Services Inc. since 2012. Outside of his advisory work, he serves as an assistant track and field coach at Kaukauna High School. 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Wesley Gallenberger is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Creative Planning, where he has been since 2022. Prior to that, he was with Wipfli Financial Advisors and has a background that includes experience at the University of Wisconsin–Madison and the Kewaunee School District. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various portfolio management techniques and access to private market investments.

Stephanie Lee is a CFP® with five years of industry experience and is affiliated with CWM, LLC. She has worked at Heritage Financial, LLC and CWM, LLC during her career. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Travis Winder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 registrations and bringing 16 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Outside of his advisory work, he serves on the stewardship board at Riverview Lutheran Church and School in Appleton, WI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Brooke Reichwald is a CFP®-designated financial advisor with 14 years of industry experience. She is currently with Kestra Advisory and Kestra Investment Services LLC, having joined in 2021. Prior to that, she worked at LPL Financial and SII Investments, Inc. Reichwald also holds a notary public position in Green Bay, WI. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving large clients including sovereign wealth funds.

Youa Tangen is a Series 66-licensed advisor with Empower Advisory Group, based in Appleton, WI, and has three years of industry experience. Prior to joining Empower, Youa held positions at Ameriprise, Triad Advisors, and Thrivent Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Kevin Kosgard is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation.

Douglas Gjerde is a CFP® with 20 years of experience in the financial services industry. He has been with CWM, LLC since 2018 and previously worked at Cambridge Investment Research Advisors, Inc. and Heritage Financial Partners, LLC, among others. Outside of his advisory role, he serves as president of the Packerland Sunrise Rotary Club and owns a small business managing a building in Green Bay, WI. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, integrating fundamental and technical analysis, third-party sub-advisors, and customization tools.