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.

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 15 years of industry experience. He holds a Series 66 designation and has previously worked at Geneos Wealth Management Inc, Private Client Services, Nicolet Wealth Management, Nicolet National Bank, and SII Investments. Outside of his advisory role, he is an independent representative for fixed insurance sales and operates a non-investment business under 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 a long-term investment approach using model portfolios primarily composed of mutual funds and ETFs, while also supporting allocations to individual stocks, bonds, and options.

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.

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.

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.

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.

Gerard Deprez is a CFP® with 27 years of industry experience, currently serving at Harbour Investments, Inc. since 1998. He also operates Deprez Financial Services as an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management strategies that utilize mutual funds, ETFs, fixed income, annuities, and other instruments.

Parker Olson is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Jewelers Mutual Group and Festival Foods. 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 supported by internal research and third-party sources.

Grace Anderson is a financial advisor at Johnson Wealth Inc. in Green Bay, WI, holding a Series 65 credential with six years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2023 and previously spent four years at Appleton Group LLC. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets for a range of high-net-worth and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and specialized programs, employing a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Thomas Hart is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 credential with three years of industry experience. Prior to joining Nicolet, he worked at Power Home Remodeling Group and Business Talent Group. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm employs an internal research team and investment committee to perform investment selection and monitoring, offering services including policy drafting, benchmarking, and participant education.

Anthony Wilhelms is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Nicolet Wealth Management in Green Bay, WI. He has worked at Nicolet Wealth Management since 2016 and previously at Private Client Services from 2018 to 2020. Wilhelms is also a representative for Nicolet Advisory Services, LLC. Nicolet Advisory Services specializes in retirement plan consulting and investment management for plan sponsors and fiduciaries, primarily focusing on 401(k) and 403(b) plans. The firm employs an internal investment research team and a management committee, offering a combination of fundamental and technical analysis and discretionary fiduciary services, and serves a client base that includes banking institutions and municipal plan sponsors.

Nathan Ongemach is a financial advisor at Nicolet Wealth Management in Green Bay, WI, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Nicolet Advisory Services, Private Client Services, Nicolet National Bank, and Associated Bank N.A. Nicolet Advisory Services specializes in retirement plan advisory and consulting for plan sponsors and fiduciaries, focusing primarily on participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm provides services including investment policy statement preparation and review, investment selection and monitoring, participant education, benchmarking, and plan service provider support.

Steven (Shlomo) Hoffman is a financial advisor at KCD Financial, Inc. with 23 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Hoffman has worked with Cambridge Investment Research advisors, Inc. since 2015 and is also affiliated with Fourstar Wealth Advisors, LLC. Outside of financial advising, he is an independent insurance agent and performs occasional handyman and odd jobs. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and strategies, offering both discretionary and non-discretionary advisory services, with access to third-party management programs.

Owen Deprez is a financial advisor at Harbour Investments, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Harbour, he was associated with Deprez Financial Services for one year. His background includes roles in education and manufacturing, including positions at UW Lacrosse and N.E.W. Plastics. Harbour Investments serves a diverse client base that includes individual investors, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a variety of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisers and third-party managers.