Jack Fischer is a Series 66-licensed financial advisor at Schaper, Benz & Wise Investment Counsel Inc with four years of industry experience. Prior to joining Schaper, Benz & Wise in 2026, he worked at Russell Investments and LPL Financial. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment approach with diversified equity portfolios and emphasizes principal preservation in fixed income strategies.

Shane Wiegert is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. He holds the Series 65 designation and has been in the industry since 2024. His prior experience includes roles at Principal Asset Management and various positions within the University of Wisconsin system. Schaper, Benz & Wise Investment Counsel Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and valuation techniques, offering concentrated equity portfolios and laddered fixed-income strategies.

Mark Sprtel is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Schaper Benz & Wise Investment Counsel, Inc. since 2014. He holds Series 65 and Series 66 licenses and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as institutions such as foundations and pension plans. The firm employs a committee-driven investment process with in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, alongside fiduciary trustee advising and private foundation administration.

Yolanda Goodwin is a financial advisor at Principal Advised Services with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual and The Prudential Insurance Company of America. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program. The firm integrates third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, allowing access to a range of proprietary products and services.

William Madden is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked with Packerland Brokerage Services since 2009 and also maintains ongoing roles with MVP Financial and 123 Consulting. Madden is involved in insurance sales on a part-time basis, offering life and long-term care products through various companies. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements through the Hilltop/Envestnet platform.

Nicklas Schaffer is a financial advisor at Associated Investment Services, Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Carl M. Hennig Inc. and NYLIFE Securities, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as 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 services via the Envestnet/NFS platform with approximately $1.169 billion in regulatory assets under management.

Daniel Lemens is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Keystone Financial Group since 2001, Harbour Investments since 2014, and Fox River Tax Centers since 2015. Outside of advising, Lemens serves on the board of Bay Area Girls Basketball Inc., a nonprofit organization focused on providing elite summer basketball opportunities for girls in Northeast Wisconsin. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and multiple investment management approaches tailored by individual advisors and approved third-party managers.

Emil Haque is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at North Star Asset Management Inc. He has worked at North Star since 2019 and previously spent time with Wells Fargo Advisors LLC and Wells Fargo Bank, NA. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients. The firm employs a team-based investment process focused on fundamental research to build diversified portfolios of high-quality equities and investment-grade fixed income, managing approximately $3 billion in discretionary assets.

Stephen Spence is a CFP® with 30 years of industry experience, currently serving as a financial advisor at NFSG Corporation. His prior experience includes 18 years at U.S. Bancorp Investments, Inc. Outside of his financial career, Spence is active in religious leadership, serving as a pastor and president of the board at New Life Community Church, Inc. and previously at MillCity Assembly of God Church in Neenah, WI. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management with a range of investment instruments and utilizes internal portfolio management as well as third-party asset managers employing various investment styles.

Drew Krepline is a CFA charterholder and holds a Series 65 license, currently serving as a financial advisor at North Star Asset Management Inc with four years of industry experience. Prior to joining North Star in 2019, he worked at UW Oshkosh for five years. North Star Asset Management, founded in 1996, provides discretionary and non-discretionary investment management and financial planning to individuals, institutional clients, and corporate sponsors. The firm employs a team-based approach with multiple CFA charterholders, focusing on fundamental research and concentrated equity portfolios, managing approximately $3.3 billion in client assets.

Lynn Berry is a financial advisor with Harbour Investments, Inc. and Keystone Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Harbour Investments since 2014 and has worked at Keystone Financial since 2001. Outside of her advisory roles, Berry is a 50% owner of Fox River Tax Centers, LLC, which provides tax preparation services, and she serves as a marketing subcommittee member for Future Neenah, a nonprofit focused on community building. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized portfolios using various investment vehicles and also provides model-based solutions through a subscription platform.

Jacob Johnson is a CFA® charterholder with two years of industry experience. He is currently with North Star Asset Management Inc and has prior experience at Thompson Investment Management, J.P. Morgan Private Bank, and Mairs and Power, Inc., among others. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, utilizing a team-based process focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income. The firm manages roughly $3 billion in discretionary assets and emphasizes credentialed staff and proprietary research methods.

Christine Rondeau is a financial advisor with IPI Wealth Management, Inc. in Neenah, WI, holding a Series 66 designation and 22 years of industry experience. She has been associated with IPI Wealth Management and Investment Planners, Inc. since 2006 and is the president and treasurer of SRS Holdings, Inc. Additionally, she engages in creative writing through Phat Pants, LLC, and serves as the elected president of Neenah's Business Improvement District board. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent model for operational functions such as trade execution and performance reporting.

David Risgaard is a CFA charterholder and holds a Series 65 license with 29 years of industry experience. He has been with North Star Asset Management Inc. and Associated Bank NA since 1996. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and endowments. The firm employs a team-based investment approach focused on fundamental research and builds diversified portfolios of high-quality equities and investment-grade fixed income.

Cole Seigworth is a financial advisor at North Star Asset Management Inc with two years of industry experience. He holds a Series 65 designation and has previously worked in landscaping and retail. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, using a team-based investment process focused on fundamental research and diversified portfolios of equities and fixed income.

David Hackfort is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at North Star Asset Management Inc in Neenah, WI. He has been with North Star since 2007. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income.

Nathaniel Penn is a financial advisor at North Star Asset Management Inc. with a Series 65 credential and four years of industry experience. He has worked at North Star Asset Management since 2020 and previously was employed at Heartland Advisors from 2017 to 2020. North Star Asset Management provides discretionary and non-discretionary portfolio management services to individual and institutional clients. The firm employs a team-based investment approach focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income.

Mark Reilly is a financial advisor at North Star Asset Management Inc with 26 years of industry experience. He has been with North Star since 2006 and holds Series 63 and Series 65 licenses. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, and foundations. The firm employs a team-based investment approach focused on proprietary fundamental research to build diversified portfolios of high-quality equities and investment-grade fixed income.

Benjamin Van Handel is a CFA® charterholder with 10 years of industry experience. He has been with North Star Asset Management Inc. since 2013. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients. The firm’s team-based investment process relies on proprietary fundamental research to construct diversified portfolios of high-quality equities and investment-grade fixed income, managing approximately $3 billion in discretionary assets.

Benedict Schneider II is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Packerland since 1997 and also operates Schneider Financial Corp. Outside of his advisory work, he is involved in managing rental properties. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory services delivered through a variety of platforms including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.