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.

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.

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.

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.

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.

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.

Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.

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.

Brooke Bradshaw is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Robert W Baird & Co and Keep Collective, both from 2016 to 2023, and is currently associated with NorthRight Financial LLC and Geneos Wealth Management. Brooks also serves as a registered assistant for NorthRight Financial LLC. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k) consulting. The firm employs model portfolios primarily consisting of mutual funds and ETFs, with a long-term investment approach based on fundamental, technical, and economic analysis.

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.

Justin Steinbrinck is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Sovereign Financial Group. Outside of his advisory work, Steinbrinck serves as an elder board member of Central Church. 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, while also offering discretionary and non-discretionary portfolio management.

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.

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.

Keith Johnson is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. He has been with Associated Investment Services since 2017. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

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.

Shaefer Oshefsky is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as the town clerk for Montpelier and owns a timber harvesting business. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, utilizing multiple analytical methods and providing various execution platforms.