Cheryl Moss is a CFP® professional with 29 years of industry experience, currently serving at Carson Wealth (CWM, LLC). Her prior roles include positions at Harbor Wealth Management, LLC, Midwest Professional Planners, Ltd., and Equitable Advisors. In addition to her advisory work, she owns C.MOSS, LLC, where she provides income and estate tax planning and preparation. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and deliver tailored investment solutions.

Daniel Budinger is a CFP® with 17 years of experience in financial planning, currently serving at Hightower Advisors since 2025. Prior to joining Hightower, he worked at Financial Planning & Information Services for 17 years. Outside of advisory work, he is involved with Black Puck Realty, LLC, a commercial real estate business formed to own a building used by his former firm. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection with multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and customized portfolio construction in its offerings.

Gideon Hicks is a CFP® professional with 11 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Summit Planning Group before joining Wealth Enhancement in 2019. 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 managers, supported by an internal Investment Committee and a range of financial planning and consulting services.

Joanna Robertson is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bryant University-Boston Institute of Finance and Downtown Montessori Academy. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and consulting services, combining proprietary strategies and third-party models across equity and fixed income portfolios.

Alan Hicks is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group LLC for over 13 years. Outside of advising, he holds a board position as vice president of Brown County Ice Management, overseeing the operations of two local ice rinks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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, supported by an internal Investment Committee and quantitative and fundamental research.

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 Carson Wealth in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He spent 16 years with Harbor Wealth Management LLC and APW Capital, Inc., and eight years at Equitable Advisors. Outside of his advisory role, Heus acts as a member-manager of Harbor Wealth Management, an RIA, and has worked as a fixed insurance agent since 1994. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to develop and monitor model portfolios alongside tailored solutions like Orion Custom Indexing and alternative investments.

David Tulig is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement and its affiliated Wealth Enhancement Group since 2019, following six years at Summit Planning Group. Wealth Enhancement Advisory Services provides comprehensive 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 using a diversified investment approach that incorporates passive and active strategies, overseen by an internal Investment Committee.

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®-certified financial advisor with 12 years of industry experience. He is currently with Carson Wealth (CWM, LLC) and has held roles at Cetera Advisor Networks, Heritage Financial Partners, and Cambridge Investment Research Advisors. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm offers discretionary asset management, financial planning, variable sub-account management, sub-advisory relationships, and retirement plan services, with investment decisions guided by an Investment Committee that utilizes both fundamental and technical inputs.

Jacob Harmsen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior experience includes roles at Wipfli Financial Advisors, Harmsen Tax, Raymond James Financial Services, AEGIS Financial, and National Planning Corporation. He is involved in overseeing the wind down of Wipfli Financial Advisors following its acquisition by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by private market access and various managed account services.

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 Carson Wealth holding a Series 65 designation and two years of industry experience. His work history includes roles at Heritage Financial Partners, AIA Corporation, Wipfli, and Baker Tilly. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a centralized Investment Committee and a range of tailored portfolio solutions.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 16 years before joining Benjamin F. Edwards in 2022. Hoekstra serves as treasurer of the Brown County Chapter Izaak Walton League, an organization focused on natural resource conservation and youth outdoor education. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize both proprietary strategies and third-party model portfolios.