Kelly Watzka is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Commonwealth in 2023, Kelly worked at Associated Investment Services, Inc. for 13 years. Outside of advisory roles, Kelly is a co-owner of Pinnacle Private Wealth, LLC and owns Watzka Wealth Management, LLC, both entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

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 Villeneuve is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at AEGIS Financial, Private Client Services, Raymond James Financial Services, and National Planning Corp. He is based in Oshkosh, WI. 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 offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that blends passive and active management guided by quantitative and fundamental research.

Samuel Christie is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 credential. He has one year of industry experience and previously worked at Bowman & Company S.C. and WIPFLI Financial Advisors. Outside of his advisory role, he works part-time as a forklift operator at Valley Bakers Cooperative Association. 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 offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Taylor Zornow is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 16 years of industry experience. Prior to joining Empower Financial Services, Inc. in 2022, he worked at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans from 2007 to 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach includes integrated service delivery tied to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and savings rates.

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.

Brian Rogers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Oshkosh, WI. His prior experience includes roles at Raymond James Financial Services and AEGIS Financial. Outside of his advisory work, Rogers is involved in youth soccer coaching with the Oshkosh United Soccer Club and serves on the executive board of Winnebago Lutheran Academy, as well as the Fox Valley Estate Planning Council. 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 offers a range of financial planning, asset management, and consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Todd Funk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Associated Investment Services, Inc. for 17 years and is a co-owner and senior partner of Pinnacle Private Wealth, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a broad range of advisory programs and operational support. The firm offers discretionary model portfolios, personalized indexing options, and multiple program structures, supporting advisors with trading, compliance, technology, and investment management.

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.

Brian Borden is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. His prior experience includes roles at Associated Trust Company and Marine Credit Union. He is also involved with Investment Designers, where he serves as a financial planner and manages a book of business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

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.

David Lardinois is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and bringing seven years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Thrivent Financial. He serves as a board member of the Appleton Fox Cities Kiwanis Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and consulting services, utilizing multiple program models and a combination of proprietary and third-party platforms.

Ethan Kappers is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he worked in various capacities at Bankers Life Securities, Bankers Life and Casualty, and several other companies across different industries, including founding and operating Kappers' Big Red Barn from 2017 to 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

James Weber is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

Dennis Durocher is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is employed as a delivery driver for UPS in his local area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools.