Samuel Moore is a Certified Financial Planner® with eight years of industry experience, currently serving as a wealth advisor at Endowment Wealth Management, Inc. in Appleton, WI. He has held advisory roles at both Endowment Wealth Management and ETF Model Solutions, LLC since 2016. Moore's early career includes work at the University of Wisconsin-Madison. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, and family office services. The firm follows an endowment-style investment philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, and private placements.

John Weninger is a Certified Financial Planner (CFP®) and holds a Series 66 license with 15 years of industry experience. He currently serves as a Wealth Advisor at Endowment Wealth Management, Inc. and as an Adviser with ETF Model Solutions, LLC, both based in Appleton, WI, where he has worked since 2017. Prior to this, he was with Vision Wealth Partners from 2013 to 2017. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an endowment investment philosophy to allocate assets across growth, income, and risk-managed categories, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.

Michael Rottier is a CFP® and Series 65 credentialed advisor with Endowment Wealth Management, Inc. in Appleton, WI, where he has worked since 2021. He has three years of industry experience and has previously held positions at Karcz Utility Services, KI, and the University of Wisconsin-La Crosse. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm uses an endowment investment philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, model portfolios, and private placements.

Kylie Coenen is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with six years of related experience across multiple roles, including positions at Endowment Wealth Management, Wisconsin Union, and Integrity Fiber. She has a background that includes work in education and organizational settings prior to joining the firm. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients by providing a range of services including financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed segments, with customized portfolios implemented through ETFs, separate accounts, and private placements.

Claus Kerntke is a CFP® with 39 years of industry experience currently serving at Avaii Wealth Management, LLC. He was previously with Kerntke Otto McGlone Wealth Management for 18 years. He is also a licensed insurance agent involved in insurance sales and implementation. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning with portfolio construction using a combination of active and passive investments along with third-party managers.

Charity Schiltz is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management Inc and Dave Jensen - Thrivent. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management using a mix of active and passive investments and provides additional services such as in-house tax preparation and licensed insurance professionals within its 11-person team.

Robert Moore is a financial advisor at Copper Harbor Investment Advisors, LLC in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. He previously worked at Associated Bank from 2013 to 2020 before joining Nicolet Advisory Services, LLC. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, charitable/nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach, primarily focusing on equities and fixed income, and offers discretionary portfolio management alongside retirement plan advisory services.

Jesse Nelson is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Copper Harbor Investment Advisors, LLC since 2019 and previously worked at KerberRose Wealth Management, LLC and Associated Trust Company NA. Jesse is based in Appleton, WI, and is part of a six-advisor team. Copper Harbor Investment Advisors provides investment advice and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focusing on equities and fixed income, using fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.

Ramon Garrido Mateos is a financial advisor at Copper Harbor Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at KerberRose Wealth Management, LLC and Associated Bank. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, using fundamental analysis and third-party research to select investments.

Kole Purtell is a financial advisor at Avaii Wealth Management, LLC with three years of industry experience. Prior to joining Avaii, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He also served in the U.S. Army for four years. Kole is a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm integrates financial planning with portfolio management using a combination of active and passive investments and offers additional services such as in-house tax preparation through a CPA.

Miranda Hoffman is a CFP® professional with two years of experience, currently working at Copper Harbor Investment Advisors, LLC. Prior to this role, she held positions at Associated Trust Company, Orgel Wealth Management, and Edward Jones. Copper Harbor Investment Advisors is an employee-owned firm composed of a six-advisor team that serves individuals, including high-net-worth clients, as well as various institutional and nonprofit entities. The firm focuses on long-term asset allocation and fundamental analysis, providing discretionary portfolio management, financial planning, and retirement plan advisory services.

Cole Fleischmann is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with two years of industry experience. His work history includes roles at ETF Model Solutions, Voyager Capital Management, and Next Level Planning & Wealth Management. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutions by offering financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm employs an endowment-style investment philosophy with customized portfolios using ETFs, separate managers, model portfolios, and private placements.

Steven Bassetto is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Optivise since 2021 and previously at Financial Gravity Wealth, Inc. and SB Financial Group, where he also serves as president and insurance agent. His activities include selling life insurance and annuity products through SB Financial Group. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a subscription-based co-advisory program for employer-sponsored defined contribution plans.

Jamie Brown is a Senior Investment Officer at Endowment Wealth Management, Inc. with 13 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to his current role, he worked at Thrivent Asset Management and is also a Senior Investment Officer at affiliated firms Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing services including financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm uses an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed buckets, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.

Robert Riedl is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding the CFP® designation and Series 65 license, with 23 years of industry experience. He serves as Director of Wealth Management and is also a shareholder and board member at the firm. In addition to his role at Endowment Wealth Management, he holds leadership positions at affiliated firms Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, and private fund advisory. The firm applies an Endowment Investment Philosophy to allocate assets across growth, income, and risk-managed buckets, utilizing ETFs, separate accounts, and private placements.

Christian Doule is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining Avaii in 2018, he worked for Northwestern Mutual in various roles from 2007 to 2018. Outside of advisory work, he manages Doule Noted, LLC, which handles rent payments for office space he owns. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management, using a blend of active and passive investments as well as third-party managers, while offering additional services such as in-house tax preparation.

David Jensen is a CFP® with 19 years of industry experience, currently serving at Avaii Wealth Management, LLC since 2023. Prior to this, he spent 16 years with Thrivent Financial For Lutherans and Thrivent Investment Management. Outside of advisory roles, he is the owner of Lefty Properties, LLC, a company involved in managing commercial real estate rental activities. Avaii Wealth Management is an SEC-registered advisory firm that serves individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships and combines financial planning with portfolio management using a mix of active and passive investments, including mutual funds, ETFs, equities, and fixed income.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held leadership roles at Endowment Wealth Management since 2014 and is also involved with affiliated firms ETF Model Solutions, LLC and Global Alternative Investment Management LLC, where he serves in management and investment committee positions. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm follows an Endowment Investment Philosophy that segments assets into growth, income, and risk-managed buckets, implementing strategies through ETFs, separate accounts, model portfolios, and private placements.

William Fenili is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of advisory work, he has been involved with Shady Oaks Mobile Home Park, LLC for over ten years. Avaii Wealth Management serves individuals, families, trusts, charitable organizations, businesses, and retirement plans, managing approximately $603 million across nearly 1,000 client relationships. The firm combines financial planning with portfolio management using a mix of active and passive investments, operates as a fiduciary, and offers additional services including in-house tax preparation and insurance product sales.

Connor Schaefer is an advisor at Landolt Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at SentryWorld, Faith Foreward, and Skyward. He also operated Schaefer Handyman Services and worked at the University of Wisconsin Stevens Point and Golf Galaxy. Landolt Securities provides investment management and consulting to individuals, trusts, estates, corporations, and other entities, with $137.8 million in regulatory assets under management as of March 31, 2026. The firm focuses on small-cap growth stocks using both short-term and long-term trading strategies and offers access to third-party asset management programs tailored to client risk tolerances.