Karen Dins is a financial advisor at OASIS Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Terra Wealth Management, CAPE Securities, Primerica Financial Services, PFS Investments, Cedar Creek Manor, and Graebel. In addition to her advisory work, she spends a portion of her time involved in insurance sales. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Dang Nguyen is a CFA® charterholder with 23 years of industry experience, currently serving at Midwest Professional Planners, Ltd. in Wausau, WI. He has been with the firm since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Nguyen is a member and owner of MPPL Properties LLC, a commercial real estate entity that owns office buildings leased to Midwest Professional Planners. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other entities, managing approximately $649 million for about 710 clients. The firm employs discretionary, model-driven portfolio management and offers a range of services including financial planning, portfolio management, business consulting, and retirement-plan consulting.

Evan Cohrs is a financial advisor at Midwest Professional Planners, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Dean Distributing Inc. from 2016 to 2022. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients through a team of 17 advisers. The firm provides financial planning, discretionary portfolio management, business and retirement-plan consulting, and insurance placement, using model-driven strategies and third-party sub-advisers.

Logan Woller is a financial advisor at Buska Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Buska Wealth Management since 2020. Outside of his advisory role, he is involved with Buska Retirement Solutions, Inc. as an insurance agent. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and to retirement plans. The firm customizes investment programs based on client objectives and risk tolerance and employs a co-advisor relationship with Gradient Investments to implement model portfolios.

Jennifer Schult is an advisor at Midwest Professional Planners, Ltd. She holds a Series 65 designation and has been with the firm since 2022. Prior to joining the advisory team, she worked for ten years at Northcentral Technical College. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients through a team of 17 advisers. The firm employs discretionary, model-driven portfolio management and offers a range of financial planning and consulting services.

Levi Ewan is a Series 65-licensed advisor at Midwest Professional Planners, Ltd. in Wausau, WI, with no prior industry experience. Before joining the firm, he worked at Sierra Pacific Industries and studied at the University of Wisconsin-Stevens Point. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients through a team of 17 advisers. The firm employs discretionary, model-driven portfolio management and offers a range of financial planning and consulting services.

Cole Bruner is a financial advisor at Buska Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has served in various roles including managing member of Legacy Tax Solutions, LLC and co-owner of Emerald Night Club, LLC. Buska Wealth Management serves individual investors, including high-net-worth clients, and provides advisory services to qualified retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to tailor portfolios to client goals and risk tolerance, managing approximately $538.7 million across 1,700 client relationships.

Jeffrey Mulhern is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and SII Investments, Inc. Outside of his advisory work, he is involved in several non-investment ventures including ownership and partnership interests in real estate and other businesses. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Paul Halvorsen is a financial advisor with Focus Financial, holding a Series 66 designation and beginning his advisory career in 2025. He has prior work experience at Wausau Supply Company and has been involved with Halvico Technologies LLC since 2001. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering personalized investment advice and a range of managed account and financial planning services. The firm emphasizes coordination with other professionals for estate planning and provides detailed disclosures on its operational practices and referral arrangements.

Alan Resch is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Packerland Brokerage Services since 2017 and has a background that includes ownership and management roles in insurance agencies and property management companies. Resch serves as president and owner of Resch Birnamwood Insurance Agency and has involvement with T.E.A. Properties, LLC. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of advisory solutions utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Timothy Freiberg is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Packerland since 2005 and also coaches football at Wausau West High School, a role he has held since 2001. 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 brokerage and advisory solutions, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements, with a focus on routine client reviews and due diligence of third-party managers.

Elijah Gioja is a financial advisor with Focus Financial holding a Series 66 designation and two years of industry experience. His prior work includes roles at OSAIC, Brown, Martin & Associates, and Prudential Financial. Outside of advising, he operated a sole proprietorship as an insurance agent handling life and long-term care insurance policies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Chris Grosskreutz is a financial advisor at Focus Financial with 14 years of industry experience. He holds a Series 66 designation and has been with Focus Financial and OSAIC since 2016. Outside of advising, he is involved in managing an LLC that owns the office building used by his advisor group. Focus Financial Network serves a diverse client base, including individuals, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services encompassing portfolio management, asset allocation, and coordination with outside professionals for estate planning and legal or tax implementation.

Patrick Poeschel is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding a Series 66 designation and 9 years of industry experience. He previously worked at HD Vest Investment Services and has been involved with Poeschel Accounting LLC for over two decades. Outside of advisory work, he operates a chicken farming business, Chick Oasis, LLC. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing 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 via the Hilltop/Hilltop-cleared Envestnet platform.

Kerry Whalen is a financial advisor with ON Investment Management Company in Wausau, WI, holding Series 63 and Series 65 credentials and offering 39 years of industry experience. He has held various roles within affiliated and related firms, including Whalen Capital, Inc. and Whalen Financial Group, Inc. Outside of his advisory work, he is involved in managing and refurbishing distressed real estate through Granite Oaks Properties and Granite Oaks LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, integrating third-party investment options and dual registration with an affiliated broker-dealer.

Kevin Bruner is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Harbour Investments since 2003. Bruner is also involved in other business activities including ownership and operation of Bruner Financial Services, Inc. as an independent insurance agent and co-ownership of Buska & Bruner Financial Services, Inc. and Mountain Bay Properties, LLC. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management, including model-based solutions through a subscription platform.

Virginia Vanderwaal is a financial advisor at ON Investment Management Company with 19 years of industry experience. She holds a Series 66 designation and has worked extensively with Whalen Financial Group, Inc. and Whalen Capital, Inc., supporting advisory services and client management. Vanderwaal is also president of Corporate Retirement Solutions LLC. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary accounts and integrates third-party investment programs alongside its broker-dealer activities.

David Swan is a Series 65-licensed financial advisor with three years of industry experience, currently associated with Sowell Management. He also maintains a role at Fortress Financial Group, Inc., and operates an independent insurance agency licensed in California and Wisconsin, focusing on life, accident, and health insurance. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, sub-advisory relationships, and integrated managed account solutions through established platforms.

Connor Buechel is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and has held roles at Packerland Brokerage Services and Rib Mountain Financial Group. Outside of advising, he is an agent for Wachholz Investments and Insurance, focusing on life, health, and long-term care insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through a range of financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services to provide multiple implementation pathways.

Cody Hanke is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Packerland since 2016 and has also been involved with American Ginseng of Marathon and Prime Hunt. Outside of his advisory role, he operates Rib Mountain Financial Group, focusing on life, health, disability, fixed annuities, and long-term care insurance. 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 a range of financial planning and portfolio management services, utilizing the Hilltop-cleared Envestnet platform to provide various managed account solutions on both discretionary and non-discretionary bases.