Jordan Thao is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Buska Wealth Management, he worked at Buska Retirement Solutions, Inc. and has held roles in various other companies, including Premier Moving Service and Kane's Roofing and Construction. He is also an insurance agent through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients and retirement plans. The firm customizes investment programs based on client objectives, time horizons, and risk tolerance, and maintains a formal co-advisor relationship with Gradient Investments.

Karen Dins is a financial advisor at OASIS Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Terra Wealth Management, CAPE Securities, Primerica Financial Services, PFS Investments, Cedar Creek Manor, and Graebel. In addition to her advisory work, she spends a portion of her time involved in insurance sales. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Dang Nguyen is a CFA® charterholder with 23 years of industry experience, currently serving at Midwest Professional Planners, Ltd. in Wausau, WI. He has been with the firm since 2002. Outside of his advisory role, Nguyen is a member and owner of MPPL Properties LLC, a commercial real estate entity that owns the office buildings rented to Midwest Professional Planners. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning, utilizing quantitative methods and a mix of individual securities and low-cost ETFs.

Evan Cohrs is a financial advisor at Midwest Professional Planners, Ltd. with Series 65 credentials and one year of industry experience. Prior to joining the firm, he worked at Dean Distributing Inc. for six years. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities. The firm combines personalized financial planning with discretionary portfolio management, employing quantitative methods and both individual securities and low-cost ETFs.

Logan Woller is a financial advisor at Buska Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Buska Wealth Management since 2020. Outside of his advisory role, he is involved with Buska Retirement Solutions, Inc. as an insurance agent. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and to retirement plans. The firm customizes investment programs based on client objectives and risk tolerance and employs a co-advisor relationship with Gradient Investments to implement model portfolios.

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 at ON Investment Management Company with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Whalen Financial Group, Inc. and Granite Oaks LLC. Outside of advisory roles, he is involved in real estate, focusing on refurbishing and selling distressed properties through Granite Oak Properties and Granite Oaks LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning, portfolio management, and retirement-plan advisory services. The firm offers comprehensive and modular financial plans and access to various 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.