John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory role, he provides income tax preparation services for some clients during tax season. Cornerstone Financial Planning, Inc. offers financial planning and discretionary portfolio management to individual and high-net-worth clients and their related trusts and estates. The firm designs portfolios based on asset-allocation models aligned with clients’ objectives, time horizons, and risk tolerances, employing mutual funds, ETFs, and third-party managers, with offerings that include ongoing investment management, insurance and annuity products, and in-house tax preparation.

Patrick Collar is the principal of Collar Capital Management, LLC in Appleton, Wisconsin, where he has 25 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 designations. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting for plan sponsors, and non-discretionary investment administration services. The firm integrates financial planning into its advisory process and employs a variety of analytical methods and strategies, including the use of digital assets and option strategies.

Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 19 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Stonehaven Wealth & Tax Solutions in 2024, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 15 years. Outside of his advisory role, Much serves as CEO of Stonehaven Financial Services, LLC, which provides tax preparation and accounting services. Stonehaven Wealth & Tax Solutions offers discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and quantitative analysis to build model portfolios and integrates tax-aware decisions into its fiduciary retirement-account advice.

Tyler Reinhard is a financial advisor at TKC Wealth Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TKC Wealth Management since 2021 and at Landolt Securities Inc. since 2014. TKC Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, small businesses, and institutional clients. The firm utilizes a blend of fundamental intrinsic-value analysis and tactical asset allocation, offering a variety of strategies tailored to client risk tolerances.

Muhammed Kabeer Gbaja Biamila is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Atlantis Wealth Advisors LLC and has prior experience at Camelot Advisors LLC, Vestura, LLC, and Compass (Finances God's Way). Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of top-down macro analysis and bottom-up security selection, offering discretionary and non-discretionary investment programs through proprietary strategies and third-party managers.

Donald Swain is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is a one-third member of Algo Properties LLC, a real estate limited liability company. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes fundamental and cyclical analysis, offering clients discretionary trading for managed accounts and comprehensive planning deliverables.

Kirt Rezek is a CFP® professional with 18 years of industry experience, currently serving at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. He holds a Series 63 license and is a 33.3% member of Algo Properties, an LLC involved in real estate ownership. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes discretionary and non-discretionary account management, combining fundamental and cyclical analysis with various named strategies implemented through mutual funds, ETFs, and separately managed accounts.

Luke Vanabel is a financial advisor at Duell Financial Strategies with 11 years of industry experience. He holds a Series 65 designation and has been with Duell Financial Strategies since 2015. Outside of his advisory role, he is also an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in client assets and employs a fundamental, long-term investment approach tailored to clients’ risk tolerance and objectives.

Walter Kowalczyk is a financial advisor at Cornerstone Financial Consulting, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Ausdal Financial Partners, Inc. and several Cornerstone-affiliated entities. Outside of his advisory role, he is the founder of Clear Mission Networking, a faith-based business networking and Bible study group, and of SportsFaith, an online magazine sharing gospel stories and interviews. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred clients.

Adam Gafner is a financial advisor with Titletown Wealth Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His prior work includes roles at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, and LPL Financial. He is also an independent insurance agent involved in the sale of insurance products. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning services, using strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm manages approximately $150 million in assets and operates with a small advisory team, offering clients access to insurance products without a stated minimum account size.

Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.

Vernon Sumnicht is a CFP® professional with 22 years of industry experience, serving as managing member of Sumnicht Hedge Fund Advisors LLC and general partner of two funds. He has been with Sumnicht & Associates, LLC since 1988. Sumnicht & Associates is a boutique family-wealth advisory firm focused on high-net-worth families, trusts, foundations, and estates. The firm employs a multidisciplinary, team-based approach to wealth management and legacy planning, primarily using ETF-based allocation models through an affiliated investment adviser.

Gary Brewton is a CFP®-credentialed financial advisor with over 21 years in the industry. He is currently with Titletown Wealth Management, LLC and has held prior roles at Conceptual Financial Advisors, LLC, Woodbury Financial Services Inc., Bank Mutual, and LPL Financial. Brewton is also licensed to offer fixed insurance products as part of his financial planning services. Titletown Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment approaches tailored to client objectives and manages roughly $150 million in assets across a sizable client base.

Todd Glime is a financial advisor at Borger Capital Management LLC in Appleton, WI, with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sequent Planning, LLC and Futurity First Insurance Group. In addition to his advisory role, he spends a significant portion of his professional time in insurance brokerage through an affiliated marketing organization. Borger Capital Management LLC is a state-registered investment adviser formed in 2022, serving individuals, families, and small business owners with asset and portfolio management, financial and retirement planning, and insurance planning. The firm employs a strategy focused on precious-metals related positions and incorporates charting, fundamental, technical, and cyclical analysis in its investment process.

Christina Winch is a CFP® with 27 years of industry experience, currently serving as an advisor at Winch Financial in Appleton, WI. She has been involved with Winch Advisory Services, LLC since 1998 and with Winch & Associates LLC since 1981. Winch Financial is a multi-advisor SEC-registered firm managing approximately $511 million for about 816 clients. The firm serves individual and high-net-worth clients by providing portfolio management, financial planning, consulting, and educational seminars, employing both fundamental and technical analysis with predominantly discretionary strategies tailored to client objectives.

Adam Winch is a financial advisor with Winch Financial in Appleton, WI, holding a Series 65 designation and 19 years of industry experience. He has been with Winch Advisory Services since 2002. Outside of finance, he is the owner and musician of Adam Winch Music, a non-investment-related business he has operated since 2006. Winch Financial is an SEC-registered advisory firm serving individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $580 million for around 850 clients using discretionary portfolio management, financial planning, and consulting services, employing fundamental and technical analysis across multiple investment strategies.

Robbie Hayes is a financial advisor with N.E.W. Advisory Services, LLC in De Pere, WI, holding a Series 66 designation and 14 years of industry experience. He has worked at Northright Financial, N.E.W. Advisory Services LLC, and Geneos Wealth Management Inc since 2017, and previously at Sii Investments from 2013 to 2017. Hayes is also the treasurer of the Olde School Square Condo Association. N.E.W. Advisory Services, LLC serves a diverse client base including individuals, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocation models using primarily no-load or load-waived mutual funds and ETFs, combining fundamental, technical, and economic analysis with a long-term investment approach supported by Schwab and third-party platforms.

Blake Bartlett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Schaper Benz & Wise Investment Counsel Inc since 2019 and has prior experience at U.S. Bank Global Fund Services, Glen Hepfner Incorporated, UW - Whitewater Police Services, and Bartlett Electric S Corp. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house research and valuation models, focusing on concentrated equity portfolios and laddered fixed-income strategies.

Christopher Lewis is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His work history includes roles at NorthRight Financial LLC, Geneos Wealth Management Inc, and the University of Wisconsin. Outside of advisory services, he is the owner of Lewys Lures. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and company plans. The firm manages approximately $1.34 billion in assets for over 4,300 clients, utilizing customized model portfolios primarily composed of no-load or load-waived mutual funds and ETFs, with a long-term investment approach supported by Schwab and third-party platforms.

Christi Salm is a CFA® charterholder with 23 years of experience in the financial industry, currently serving as an advisor at Schaper Benz & Wise Investment Counsel Inc since 2003. She holds a Series 66 designation and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a research-driven investment approach with comprehensive fundamental analysis and emphasizes diversified equity portfolios and principal-preserving fixed income strategies.