Lee Revolinski is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to joining Wealth Enhancement, he worked at Summit Planning Group LLC for 14 years. He is a board member of the Finance Committee at Bethany Church in Green Bay, WI. 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 offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active managers guided by an internal Investment Committee.

Christopher Battle is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and possessing 24 years of industry experience. His career includes prior roles at LPL Financial and SII Investments, Inc. He is a co-owner and financial advisor at New Wall Street, LLC, a fee-based advisory firm that also provides retirement plan management and insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors.

Eric Heus is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Harbor Wealth Management LLC since 2010 and held a registered representative role at APW Capital, Inc. Heus is also a member-manager at Harbor Wealth Management, an RIA. Additionally, he has worked as a fixed insurance agent since 1994. 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 manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and fiduciary oversight.

David Tulig is a CFP®-designated financial advisor with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2019, following six years at Summit Planning Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, emphasizing diversified, risk-class based allocations that combine passive and active management with quantitative, momentum, and fundamental analysis.

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.

Brock Becker is a CFP® professional with four years of industry experience, currently advising at Hightower Advisors. He previously worked at Financial Planning and Information Services, Inc. and Wipfli LLP. 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 along with proprietary research and a variety of investment vehicles.

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.

Jacob Harmsen is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior roles include positions at Wipfli Financial Advisors, Harmsen Tax, Raymond James Financial Services, and AEGIS Financial. He is based in Green Bay, WI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses such as a law firm and trust company.

Alexa Schulze is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning. She joined Creative Planning in 2022 after working at Wipfli Financial Advisors LLC and has a background that includes multiple roles at St. Norbert College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment strategy focused on low-cost indexing and buy-and-hold methods for long-term goals, supplemented by diversified portfolio management and access to private market 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.

Madeline Baranczyk is a CFP® and Series 65-registered advisor at Creative Planning with seven years of industry experience. She previously worked at Wipfli Financial Advisors and Pillar Financial Advisors. Baranczyk serves on the investment committee for the Bay Lakes Council Boy Scouts of America. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting.

Sean Liedtky is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise from 2021 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Kimberly Dewane is a CFP® professional with six years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Associated Trust Company. Dewane serves as a board member and finance committee member for YWCA Greater Green Bay. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices.