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.

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.

Joseph Tuccini is a CFP® professional with 22 years of experience in the financial services industry. He currently works at McGlone Suttner Wealth Management, Inc. and has held prior positions at Ameriprise, Erts Wealth Advisors, LLC, and SagePoint Financial. He serves on the board of directors for a nonprofit organization in Marquette, Michigan. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and employs customized advice through model portfolios and standalone planning engagements, maintaining a general guideline of cash allocations at or below 2.25% while allowing for active trading.

Kenneth Mc Glone is a financial advisor with KOM Wealth Management Group, LLC and holds a Series 65 designation. He has five years of industry experience and has worked at Kerntke Otto McGlone Wealth Management Group since 2020. Outside of finance, he owns and operates McGlone Fitness Group, a fitness center. KOM Wealth Management Group provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering a wide range of strategies from long-term buy-and-hold to options trading and engages in regular account monitoring and client communications.

Kaley Klepps is a Series 65 credentialed financial advisor with five years of industry experience. She is currently with KOM Wealth Management Group, LLC and has prior work experience at Kerntke Otto McGlone Wealth Management Group and ManpowerGroup. In addition to her advisory role, she is an independent insurance agent for various companies. KOM Wealth Management Group offers financial planning, consulting, and investment management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a range of strategies from fundamental to technical analysis and provides extensive client communications and access to complex investment options.

Bolan Montgomery is a financial advisor at Cornerstone Financial Group in Appleton, WI, holding a Series 66 designation with six years of industry experience. He has previously worked at Principal Securities, Principal Life Insurance, and Northwestern Mutual. Montgomery serves as an owner of Montgomery Financial LLC, through which he operates his financial advisory practice. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team. The firm provides discretionary asset management, financial planning, and consulting services, employing customized investment strategies that incorporate equities, fixed income, options, and technology-driven research methods.

Debra Deleers is a financial advisor at N.E.W. Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at N.E.W. Advisory Services, Geneos Wealth Management, and Northright Financial since 2017, following a prior role at SII Investments. Outside of her advisory work, she is an attorney providing estate planning and legal assistance and serves on the board of Woodlawn Cemetery in Green Bay as well as president of the Golden View Estates Condominium HOA. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets across more than 4,300 client relationships. The firm uses model portfolios and ongoing monitoring to provide customized asset allocations primarily through mutual funds and ETFs, combining fundamental, technical, and economic analysis with a long-term investment approach.

John Kosmer is a financial advisor at Sequoia Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Sequoia Wealth Management since 2015 and has also worked with LPL Financial since 2009. Outside of his advisory roles, he operated Get Around Golf, LLC from 2003 to 2022. Sequoia Wealth Management serves individuals, including high-net-worth clients, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm offers access to third-party money managers and LPL-sponsored programs, tailoring portfolios to client goals through a combination of discretionary management and third-party strategist models.

Arnold Eichhof is a financial advisor with Cornerstone Financial Group in Appleton, WI. He holds the CFP® and ChFC® designations and has eight years of industry experience. Prior to joining Cornerstone, he worked at Principal Securities Inc., Principal Life Insurance Company, Modern Wealth, LLC, and H. Beck, Inc. Outside of his advisory role, Eichhof officiates middle and high school soccer games and serves in a leadership role with a local business networking organization. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team. The firm offers discretionary asset management, financial planning, and consulting services, employing a multi-disciplinary investment process that integrates fundamental, quantitative, technical, and sector analysis, supported by technology and AI tools.

Troy Leonard is a financial advisor with Cornerstone Financial Group in Appleton, WI, holding a Series 66 license and 15 years of industry experience. His prior work includes roles at Principal Securities Inc., Purshe Kaplan Sterling Investments, and Principal Life Insurance Company. Outside of advising, Leonard is involved with Genesis Impact Sports, a sports-related business where he serves as a part owner and board-level contributor. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team, offering discretionary asset management, financial planning, and consulting services. The firm employs a multi-disciplinary investment approach incorporating fundamental, quantitative, technical, and sector analysis, utilizing technology and AI tools in its portfolio management and client interactions.

Sam Wisneski is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and began his career there as a Financial Representative in 2023. In his current role, Sam and his team focus on understanding clients' priorities to provide tailored financial support, including creating financial roadmaps and offering perspectives on existing strategies. Outside of his professional responsibilities, Sam enjoys playing golf and pickleball. He also spends time visiting family in Green Bay.

Ryan O'Leary is a financial advisor at N.E.W. Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Geneos Wealth Management Inc, Private Client Services, and Nicolet Wealth Management, LLC. Outside of his advisory role, he operates a non-investment business under NORTHRIGHT FINANCIAL LLC and works as an independent representative for fixed insurance sales. N.E.W. Advisory Services provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and companies. The firm employs a long-term investment approach using model portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Robert Engels is a financial advisor at Sequoia Wealth Management, LLC in Appleton, WI, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with Sequoia Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2004. Outside of advisory work, he owns equipment through two LLCs unrelated to investment advisory services. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm offers access to third-party money managers and model portfolios, employing a blend of quantitative optimization, research, and manager selection to tailor portfolios to client goals.

Nicholas Zerillo is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research and Sovereign Financial Group, where he also serves as managing member. Outside of his advisory work, Zerillo is an elder and board member at Central Church in Green Bay, Wisconsin. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individual clients, trusts, estates, foundations, and company retirement plans. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, employing model portfolios and a combination of fundamental, technical, and economic analysis to deliver customized investment solutions.

Richard Otto is a CFP® with 34 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been associated with Kerntke Otto Mcglone Wealth Management since 2007. In addition to his advisory role, he is an independent insurance agent representing various independent insurance companies. KOM Wealth Management Group provides financial planning, consulting, and investment management to individuals, pension plans, trusts, and other entities. The firm employs a diverse range of strategies from long-term buy-and-hold to short-term trading and offers a broader menu of complex and alternative investment options.

Nathaniel Klutz is a financial advisor with McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining McGlone Suttner, he worked at Key Investment Services LLC and KeyBank. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and offers customized advice through model portfolios and standalone planning engagements.

Jesse Dunsmore is a financial advisor at Cornerstone Financial Group in Appleton, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Purshe Kaplan Sterling Investment and Thrivent Investment Management. Outside of his advisory role, he works as a freelance writer specializing in short fiction. Cornerstone Financial Group serves individuals, trusts, employer retirement plans, and businesses, managing approximately $183 million for around 450 clients. The firm employs a multi-method investment approach, incorporating fundamental, quantitative, qualitative, and technical analysis, and offers services such as asset management, financial planning, and retirement plan consulting.

Evan Henderson is a CFP® and holds a Series 66 designation with seven years of industry experience. He has worked at N.E.W. Advisory Services, LLC, Northright Financial, and Geneos Wealth Management since 2017. He serves as a board member of the Financial Planning Association of Wisconsin. 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 employs a long-term investment approach using model portfolios of mutual funds and ETFs, supplemented by individual securities when appropriate, and provides ERISA-focused consulting and participant education for retirement plans.