Jennifer Schult is a financial advisor with Midwest Professional Planners, Ltd. She holds a Series 65 credential and has been with the firm since 2022. Prior to joining the firm, she worked for ten years at Northcentral Technical College. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities, managing approximately $649 million in assets. The firm offers comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services such as divorce planning, utilizing quantitative methods and a mix of individual securities and low-cost ETFs.

Levi Ewan is a Series 65 licensed financial advisor with Midwest Professional Planners, Ltd. in Wausau, WI, bringing one year of industry experience. His background includes roles at Sierra Pacific Industries and the University of Wisconsin-Stevens Point. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities, managing approximately $649 million in assets. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning and retirement coaching, utilizing quantitative methods and a combination of securities and low-cost ETFs.

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 Co. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with ON Investment Management Co. since 2013 and has held various roles at related firms including Whalen Financial Group, Inc. and Whalen Capital, Inc. Outside of advisory services, Whalen is involved in renovating and selling distressed properties through Granite Oak Properties and Granite Oaks LLC. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services, and supports both discretionary and non-discretionary client accounts through a combination of in-house and third-party investment programs.

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 with ON Investment Management Company who holds a Series 66 credential and has 19 years of industry experience. Her career includes roles at Whalen Financial Group, Inc. and Whalen Capital, Inc., as well as ongoing involvement with The O.N. Equity Sales Company and Corporate Retirement Solutions LLC, where she serves as president. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive financial plans and access to third-party investment programs, managing client accounts through both discretionary and non-discretionary relationships.

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.

Benjamin Casselberry is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at AXA Advisors, Commonwealth Financial Network, Haas Financial, and Wells Fargo Home Mortgage. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party money managers on the Hilltop/Hilltop-cleared Envestnet platform.

Jacob O'Keefe is a financial advisor with Focus Financial Network, Inc. based in Wausau, WI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, MetLife Securities, and New England Securities. Outside of his advisory role, he is an independent insurance agent specializing in dental, group disability income, and life insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, and financial planning services.

Daniel Marx is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Packerland Brokerage Services since 2007 and has been involved in property management since 1989. Outside of his advisory work, Marx serves as a general partner and owner in a real estate development partnership and is involved in various non-securities-related business ventures including real estate and product development. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and over $1.3 billion in assets under management. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, utilizing a variety of account structures and investment solutions.

Michael Piel is a financial advisor with Focus Financial in Wausau, WI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network, Inc. since 2011. Outside of advising, he is involved in managing partnerships that own and maintain office properties for his financial planning practice. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.