Peter Van Beek is a CFP® and ChFC® with six years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has worked at various firms including Northwestern Mutual Life and Kerntke Otto McGlone Wealth Management Group. Outside of advisory work, Van Beek is an insurance producer and is involved in managing a real estate venture. 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 using customized model portfolios and maintains active trading strategies with strict asset allocation guidelines.

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.

Michael Macco is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Macco Financial Group, Inc. in Green Bay, WI, where he has worked since 2025 after spending 17 years at Raymond James Financial Services. Outside of advising, he is involved as a business advisor and investor in a local mini golf enterprise. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios with a mix of low-cost mutual funds, ETFs, individual securities, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Jason Mc Glone is a CFP® professional with 28 years of industry experience. He is currently with McGlone Suttner Wealth Management, Inc., where he has worked since 2021, following 15 years at Kerntke Otto McGlone Wealth Management Group. Outside of his advisory role, he is an independent insurance agent for various companies. 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, using customized advice delivered through firm-designed model portfolios and planning engagements.

Thomas Suttner is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at McGlone Suttner Wealth Management, Inc. since 2021 and previously spent 15 years at Verus Investment Advisory Group, Inc. He serves on an investment review committee for Bay-Lakes Council, where he oversees third-party money management without trading authority or compensation. 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, using diversified model portfolios and active trading strategies tailored to client needs.

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.

Riley Siltman is a CFP® with two years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His background includes roles at Hermsen Wealth Management LLC, Geneos Wealth Management Inc, and Nicolet Wealth Management, among others. He is also a notary public. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans by providing asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm employs a long-term investment approach using model portfolios mainly composed of mutual funds and ETFs, with discretionary and non-discretionary portfolio management alongside standalone planning engagements.

Troy Sommerfeld is a financial advisor at KOM Wealth Management Group, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for seven years and Omega Thermo Products for three years. Outside of advisory work, he is an independent insurance agent for various independent insurance companies. KOM Wealth Management Group provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies and offers a broad menu of complex and alternative products, conducting regular account monitoring and client communication.

Daniel Wotruba is a financial advisor at KerberRose Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KerberRose since 2019. Prior to that, he was with Associated Trust Company for 10 years and Schenck Investment Solutions LLC for one year. Outside of his advisory work, he consults for the Einstein Project, a nonprofit introducing students to STEM activities. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management and financial planning using diversified, asset-allocation models, and provides a range of services including institutional retirement plan advisory and comprehensive financial planning.

Morgan Cain is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Macco Financial Group, Inc. in Green Bay, WI. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and the United States Marine Corps. Macco Financial Group is a fee-based wealth management firm that provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and trusts. The firm employs customized model portfolios focused on low-cost mutual funds and ETFs, with a combination of fundamental and technical analysis to guide investment decisions.

James Mcglone is a CFP® with 30 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been with Kerntke Otto McGlone Wealth Management Group since 2007. Outside of advisory work, he operates as an independent insurance agent and owns a real estate business unrelated to investments. KOM Wealth Management Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies from long-term buy-and-hold to options and margin trading, and offers a broad menu of complex and alternative investment options.

Macy Strickland is a financial advisor at KOM Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining KOM, Macy worked at Eastern Illinois University and the University of Wisconsin, and has experience with the Kerntke Otto McGlone Wealth Management Group and Hortonville Area School District. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a continuous-monitoring investment approach using cyclical, fundamental, and technical analysis, offering a range of strategies that include trading, margin, option writing, and complex instruments, supplemented by periodic client communications beyond standard reporting.

Peter Johnson is a financial advisor with N.E.W. Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at Robert W Baird & Co., Inc. and Northwestern Mutual. Johnson currently operates under Johnson Wealth Planning LLC in addition to his advisory work. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocations using model portfolios and provides ongoing monitoring, with a focus on a long-term investment approach complemented by active trading capabilities.

Keith Peters is a CFP® professional with seven years of industry experience. He is currently with Mcglone Suttner Wealth Management, Inc., where he has worked since 2021, and previously worked at Kerntke Otto Mcglone Wealth Management Group and Associated Bank. In addition to his advisory role, Peters is a licensed insurance producer. 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 using customized model portfolios and offers active trading strategies within defined risk guidelines.

Matthew Krueger is a CFP® with two years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. Prior to joining McGlone Suttner, he worked at Wealthspire for three years and held positions at Menasha Packaging, Costco Wholesale, and the University of Wisconsin Madison. 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 utilizes firm-designed model portfolios combined with active trading strategies to deliver customized advice.

Matthew Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with five years of industry experience. He holds a Series 65 designation and previously worked at AEGIS Financial and Kimberly-Clark Corp. 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 billion in discretionary assets, employs firm-designed model portfolios and active trading strategies, and offers formal pension consulting alongside advisory services for emerging exposures such as cryptocurrency-linked instruments.

Amy Schmeckpeper is a financial advisor at N.E.W. Advisory Services, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including James Alberts, GENEOS Wealth Management Inc, and Woodbury Financial Services. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans with asset management, 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 accommodating individual stocks, bonds, and options.

Andrew Froelich is a CFP® with nine years of industry experience, currently serving as an advisor at Macco Financial Group, Inc. Prior to joining Macco Financial Group, he worked at Raymond James Financial Services from 2016 to 2025. Outside of his advisory role, Froelich is involved as a member of S&E Mini Golf LLC, where he assists with bookkeeping and business operations. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a long-term orientation while allowing discretion for shorter-term trades.

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.