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.

Christian Peterson is a Series 65-licensed advisor at Winch Financial in Appleton, WI, with 15 years of industry experience. He has been with Winch Advisory Services LLC since 2008. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, employing both fundamental and technical analysis with a focus on individualized investment policies.

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.

Matthew Weyers is a Series 65 licensed advisor with Winch Financial in Appleton, WI, where he has worked since 2012, totaling 14 years of industry experience. He also works as an independent insurance agent outside of his advisory role. Winch Financial is an SEC-registered, multi-advisor firm managing approximately $511 million for individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, using both fundamental and technical analysis to build individualized investment strategies.

Frederic Hubley is a Series 65-licensed financial advisor with Winch Financial in Appleton, WI, bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2009 and also serves as a cost accountant at Belmark, Inc., a flexographic printing company, where he applies cost accounting and pricing skills. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients with portfolio management, financial planning, consulting, and educational seminars. The firm emphasizes individualized investment policies and employs both fundamental and technical analysis with predominantly discretionary portfolio management.

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.

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.

Guy Mccauley is a financial advisor at Cornerstone Financial Group in Appleton, WI, with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including PURSHE KAPLAN STERLING INVESTMENTS and Principal Securities Inc. Outside of his advisory role, he is also involved in health care insurance as a Medicare insurance agent. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team. The firm offers discretionary asset management, financial planning, and retirement-plan consulting using a multi-disciplinary investment process that incorporates fundamental, quantitative, technical, and sector analysis, supported by technology and AI tools.

Michael Londre is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with N.E.W. Advisory Services, Northright Financial, and Geneos Wealth Management since 2017. Londre also has experience working at the University of Wisconsin Oshkosh and SII Investments. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs a fact-finder and model portfolios to create customized asset allocations, combining fundamental, technical, and economic analysis with a long-term approach, while supporting both discretionary and nondiscretionary portfolio management.

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.

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.

Samuel Winch is a financial advisor with Winch Financial in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2011. Outside of finance, he owns and performs as a musician with The Lullabadeer. Winch Financial is a multi-advisor firm managing approximately $511 million for individual and high-net-worth clients, providing portfolio management, financial planning, consulting, and educational seminars. The firm uses both fundamental and technical analysis to build individualized investment policies and reviews portfolios at least quarterly.

Michael Whitehouse is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with N.E.W. Advisory Services, Geneos Wealth Management, and Northright Financial since 2017, following a year at SII Investments, Inc. Whitehouse is also the owner of Capital Hill Management LLC and OLDE SCHOOL OFFICE SUITES LLC. N.E.W. Advisory Services serves a diverse client base including individuals, trusts, estates, foundations, and company retirement plans, providing asset management, modular financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios composed mainly of mutual funds and ETFs, with flexibility for individual securities, and offers ERISA-focused consulting and participant education.

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.

Cydney Mains is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Harbour, she worked at Dreyer Wealth Management and has held various positions across multiple industries. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with investment approaches that vary among advisers and approved third-party managers.