Erin Johnson is a financial advisor with CWM, LLC holding a ChFC® designation and Series 65 license. Based in Green Bay, WI, Erin has been with CWM, LLC and its affiliate Carson Wealth since 2026 and has nine years of prior experience at Harbor Wealth Management, LLC. She also worked at the University of Wisconsin Eau Claire from 2014 to 2018. 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 a range of retirement-plan solutions, utilizing model portfolios overseen by an in-house Investment Committee and combining multiple analytical approaches and customization tools.

Jeremy Weller is a CFP® with 15 years of industry experience, currently advising at CWM, LLC. His prior work includes roles at Cetera Advisor Networks and Cambridge Investment Research. He also serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios guided by an in-house Investment Committee and offers a range of financial planning and retirement services.

Brent Polzin is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. He is currently with Carson Wealth and has previous experience with Harbor Wealth Management LLC and APW Capital, Inc. Outside of his advisory work, he is involved in agriculture as a partner in a cattle-raising business and owns a beef farm where he raises cattle and grows crops. 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 accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis with third-party sub-advisors and alternative investments.

Scott Scheer is a financial advisor with Eagle Strategies (NY Life) based in Appleton, WI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been associated with Eagle Strategies since 2006 and New York Life since 1994. Outside of his advisory practice, Scheer owns Scheer’s Sugar Shack, a maple syrup production and distribution business, and serves as a board member of the Wisconsin Potato & Vegetable Growers Association. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional clients within the integrated New York Life affiliate structure.

Matthew Klewer is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors and Triad Hybrid Solutions and has been affiliated with the University of Wisconsin/Whitewater since 2000. He also serves as a notary public, providing notarization services to clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a broad range of services, such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Richard Hageman is a CFP® and CFA® with 29 years of experience in the financial services industry. He is currently a financial advisor at Cetera Planning Partners and has worked with affiliated firms including Avantax and ProEquities over his career. Outside of his advisory work, he owns Fifty Cal Arms LLC, a small firearms sales business related to his interest in competitive shooting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, leveraging a diversified investment approach aligned with each client’s objectives and risk tolerance.

Benjamin Hayes is a financial advisor at Creative Planning with 17 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of his advisory role, Mr. Hayes volunteers as Treasurer for CollegeReady, a non-profit that provides scholarships to high school students in the Green Bay, Wisconsin area. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets through more than 1,100 advisors.

Patrick Rusch is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and has held previous roles at Triad Hybrid Solutions, Triad Advisors, Associated Investment Services, Inc., LPL Financial, Associated Bank, and The Vanguard Group. Outside of his advisory work, he volunteers on advisory boards for the University of Wisconsin-Madison’s Personal Finance program and a nonprofit church focused on financial health. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment and financial planning services, delivering advice through multiple program models and utilizing both proprietary and third-party platforms in portfolio management.

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.

Brian Boehm is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, spanning over a decade at each firm. Outside of his advisory work, he manages non-Guardian insurance products for business that cannot be placed with Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Aaron Bauer is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Mercer Global Advisors Inc. and previously at Winch Advisory Services, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and uses globally diversified portfolios with multi-factor tilts, implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

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.

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.

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.

Michele Lipschultz is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, Horace Mann Companies, and Thrivent Financial. Outside of her advisory work, she manages a retail fashion account on Poshmark and serves as treasurer for the Women With Hope Retreat/Campout. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.

Kenneth Bakula is a ChFC® with 44 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2004. He has also been affiliated with New York Life Insurance Company and Nylife Securities Inc since 2003. Bakula is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.