Donald Swain is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is a one-third member of Algo Properties LLC, a real estate limited liability company. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes fundamental and cyclical analysis, offering clients discretionary trading for managed accounts and comprehensive planning deliverables.

Tina Moore is a financial advisor at Stonehaven Wealth & Tax Solutions with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research and Woodbury Financial Services. Outside of advising, Moore serves as Treasurer on the Sunset Terrace HOA board. Stonehaven Wealth & Tax Solutions provides discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and quantitative analysis to build diversified portfolios and integrates tax-aware decisions with fiduciary retirement-account advice.

Kirt Rezek is a CFP® professional with 18 years of industry experience, currently serving at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. He holds a Series 63 license and is a 33.3% member of Algo Properties, an LLC involved in real estate ownership. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes discretionary and non-discretionary account management, combining fundamental and cyclical analysis with various named strategies implemented through mutual funds, ETFs, and separately managed accounts.

Luke Vanabel is a financial advisor at Duell Financial Strategies with 11 years of industry experience. He holds a Series 65 designation and has been with Duell Financial Strategies since 2015. Outside of his advisory role, he is also an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in client assets and employs a fundamental, long-term investment approach tailored to clients’ risk tolerance and objectives.

Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.

Vernon Sumnicht is a CFP® professional with 22 years of industry experience, serving as managing member of Sumnicht Hedge Fund Advisors LLC and general partner of two funds. He has been with Sumnicht & Associates, LLC since 1988. Sumnicht & Associates is a boutique family-wealth advisory firm focused on high-net-worth families, trusts, foundations, and estates. The firm employs a multidisciplinary, team-based approach to wealth management and legacy planning, primarily using ETF-based allocation models through an affiliated investment adviser.

Todd Glime is a financial advisor at Borger Capital Management LLC in Appleton, WI, with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sequent Planning, LLC and Futurity First Insurance Group. In addition to his advisory role, he spends a significant portion of his professional time in insurance brokerage through an affiliated marketing organization. Borger Capital Management LLC is a state-registered investment adviser formed in 2022, serving individuals, families, and small business owners with asset and portfolio management, financial and retirement planning, and insurance planning. The firm employs a strategy focused on precious-metals related positions and incorporates charting, fundamental, technical, and cyclical analysis in its investment process.

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.

Blake Bartlett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Schaper Benz & Wise Investment Counsel Inc since 2019 and has prior experience at U.S. Bank Global Fund Services, Glen Hepfner Incorporated, UW - Whitewater Police Services, and Bartlett Electric S Corp. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house research and valuation models, focusing on concentrated equity portfolios and laddered fixed-income strategies.

Christi Salm is a CFA® charterholder with 23 years of experience in the financial industry, currently serving as an advisor at Schaper Benz & Wise Investment Counsel Inc since 2003. She holds a Series 66 designation and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a research-driven investment approach with comprehensive fundamental analysis and emphasizes diversified equity portfolios and principal-preserving fixed income strategies.

Daniel Sullivan is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with five years of industry experience. He holds a Series 65 credential and previously worked at Monona Bank, UW-Whitewater, Park Bank, and served in the US Air Force for seven years. Schaper Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and emphasizes concentrated equity portfolios and laddered fixed-income strategies.

Joseph Tuccini is a CFP® with 22 years of industry experience. He is currently with McGlone Suttner Wealth Management, Inc. and has previously worked at Ameriprise, Erts Wealth Advisors, LLC, and SagePoint Financial. Tuccini 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 diversified, actively managed portfolios alongside customized planning solutions.

Laura Guy is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 26 years of industry experience, all of which she has spent with the firm since 2000. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm uses a fundamentally driven, research-oriented investment process and offers additional family wealth services including retirement, tax, charitable, and estate planning.

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.

Benjamin Gilkay is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at College Works Painting, Inc., University of Wisconsin-Madison, and self-employment ventures. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients. The firm follows an Endowment Investment Philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, and private placements, and offers services including financial planning, portfolio management, and private fund advisory.

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.

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.

Mark Truettner is a financial advisor at Avaii Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and Private Client Services prior to joining Avaii in 2018. Truettner is also a licensed insurance professional. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm operates as a fiduciary and combines active and passive investment strategies, offering in-house tax preparation and working with third-party managers.