Logan Rueckl is a financial advisor at Strive Financial Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Strive, he held roles at Morgan Stanley Private Bank, Morgan Stanley, and Matrix Sciences. Strive Financial Group is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis to manage portfolios across various strategies, conducting regular reviews and portfolio rebalancing.

Hayley Lenz is a financial advisor at Strive Financial Group, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at LPL Financial and BMO Harris Financial Advisors, Inc. Outside of her advisory role, she operates a personal business called Loopie's Liquidation Lounge. Strive Financial Group, LLC offers discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients, as well as qualified retirement plans. The firm employs both quantitative and qualitative analysis to manage portfolios with strategies ranging from long-term allocations to trading and alternative investments.

Nicholas Letter is a financial advisor at Advisors Management Group Inc with 19 years of industry experience. He holds a Series 66 designation and has been with Advisors Management Group since 2013. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm employs a diversified, model-based investment approach and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside its advisory offerings.

James Alberts is a financial advisor at N.E.W. Advisory Services, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial and Geneos Wealth Management Inc. Alberts is also the owner of Alberts CPA and Associates, LLC, where he works as a CPA. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs, alongside individual stocks, bonds, and options, and maintains a long-term investment orientation based on fundamental, technical, and economic analysis.

Patrick Stoa is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He currently serves at Macco Financial Group, Inc. after spending a decade with Raymond James Financial Services. Outside of his advisory role, he is involved as a business advisor and investor in a local mini golf venture. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios using low-cost mutual funds and ETFs, combined with fundamental and technical analysis, maintaining a primarily long-term investment approach.

Michael Macco is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Macco Financial Group, Inc. in Green Bay, WI, where he has worked since 2025 after spending 17 years at Raymond James Financial Services. Outside of advising, he is involved as a business advisor and investor in a local mini golf enterprise. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios with a mix of low-cost mutual funds, ETFs, individual securities, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Riley Siltman is a CFP® professional with two years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His prior work includes roles at firms such as Hermsen Wealth Management, Geneos Wealth Management, Nicolet Wealth Management, and Charles Schwab & Co. Siltman is also a notary public. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios composed mainly of mutual funds and ETFs, with allocations to individual securities when appropriate.

Rebecca Agamaite is a financial advisor with Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation and 19 years of industry experience. She has been with Advisors Management Group since 2011. Advisors Management Group, Inc. provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll, alongside advisory services.

Daniel Wotruba is a financial advisor at KerberRose Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KerberRose since 2019. Prior to that, he was with Associated Trust Company for 10 years and Schenck Investment Solutions LLC for one year. Outside of his advisory work, he consults for the Einstein Project, a nonprofit introducing students to STEM activities. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management and financial planning using diversified, asset-allocation models, and provides a range of services including institutional retirement plan advisory and comprehensive financial planning.

Morgan Cain is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Macco Financial Group, Inc. in Green Bay, WI. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and the United States Marine Corps. Macco Financial Group is a fee-based wealth management firm that provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and trusts. The firm employs customized model portfolios focused on low-cost mutual funds and ETFs, with a combination of fundamental and technical analysis to guide investment decisions.

Peter Johnson is a financial advisor with N.E.W. Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at Robert W Baird & Co., Inc. and Northwestern Mutual. Johnson currently operates under Johnson Wealth Planning LLC in addition to his advisory work. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocations using model portfolios and provides ongoing monitoring, with a focus on a long-term investment approach complemented by active trading capabilities.

Amy Schmeckpeper is a financial advisor at N.E.W. Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at James Alberts, GENEOS Wealth Management Inc, Woodbury Financial Services, Alberts CPA & Associates, United Health Group, and Alberts & Heling CPAs. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs with a long-term investment approach guided by fundamental, technical, and economic analysis.

Andrew Froelich is a CFP® with nine years of industry experience, currently serving as an advisor at Macco Financial Group, Inc. Prior to joining Macco Financial Group, he worked at Raymond James Financial Services from 2016 to 2025. Outside of his advisory role, Froelich is involved as a member of S&E Mini Golf LLC, where he assists with bookkeeping and business operations. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a long-term orientation while allowing discretion for shorter-term trades.

Jason Strandberg is a financial advisor at Nicolet Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at MidWestOne, LPL Financial, Cetera, and Great Western Bank. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment approach combines fundamental and technical analysis with third-party research and offers discretionary ERISA Section 3(38) fiduciary authority for plan-level implementation.

Brett Reiss is a CFP® professional with 26 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2005. He holds the Series 66 designation and is based in Green Bay, WI. Outside of his advisory role, he serves on the finance committee of Resurrection Catholic Parish, where he assists with budgeting and committee coordination. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining individualized financial planning with routine client reviews and due diligence on third-party managers.

Caden Hofacker is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience. He holds the Series 66 designation and has prior work experience at the University of Wisconsin–Madison and JDC Poured Walls. Outside of his advisory role, Hofacker is involved in a tax and accounting business and provides Medicare Advantage and Supplement insurance services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, combining individualized planning with discretionary and non-discretionary account management, and manages over $900 million in client assets.

Jerrold Ganz is a CFP®-credentialed financial advisor with 38 years of industry experience. He has been with Packerland Brokerage Services, Inc. since 2003. Outside of his advisory role, Ganz owns a tax preparation business and serves as vice chairman, transitioning to chairman, of Pilgrim Lutheran Church. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through a variety of firm-managed and third-party platforms. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory implementation options.

Richard Haffele is a financial advisor with Packerland Brokerage Services, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Packerland Brokerage Services since 2014 and concurrently serves as president of Financial Partners of WI, LLC, where he is involved in insurance sales and investment activities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms including firm-managed portfolios and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers various investment management tools, operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Zachary Kelly is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Packerland Brokerage Services since 2006. Outside of advising, he is involved in several non-investment-related ventures, including a woodworking and metalworking business and serving on the board of a software consulting service. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Hilltop-cleared Envestnet platform.

Paul Pretti is a CFP® and ChFC® with 18 years of industry experience. He has been with Packerland Brokerage Services, Inc. since 2012. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, fixed and indexed annuities, and also provides tax preparation services through Badger State Financial Services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary account management and offers a variety of investment solutions through multiple platforms, including Hilltop/Envestnet.