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.

Zachary Martin is a financial advisor with Focus Financial and holds a Series 66 designation. He has 10 years of industry experience and has worked at Osaic since 2015 and Focus Financial since 2014. Outside of his advisory role, he serves on the board of the Marathon Electric Employee Credit Union, where he participates in board meetings and internal audit committees. Focus Financial Network, Inc. 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 by providing managed accounts, retirement plan consulting, and financial planning services, utilizing a range of investment strategies and coordinating with clients’ tax and legal advisors.

Mary Klug is a Series 65 licensed advisor with Gradient Advisors, LLC and has four years of industry experience. She has been affiliated with Gradient Advisors since 2022 and also operates Klug Financial Solutions, where she provides insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that involves clients in transaction approvals and uses fundamental, technical, and cyclical analysis in portfolio management.

Rosemary Barnes is a CFP® professional with four years of experience at Madison Partners in Wausau, WI. She previously operated her own advisory business, Rosemary Barnes CFP, for 39 years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

James Ison is a CFP® professional with 22 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2014. His prior experience includes roles at Calton & Associates, Hermening Advisory Services, First Allied Advisory Services, Midwest Professional Planners, and Equitable Advisors. Outside of his advisory work, he owns and manages businesses related to wildlife management, agriculture, beekeeping, and provides tax preparation and accounting services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting through a network of 178 advisors, utilizing both direct and third-party investment solutions on the Envestnet platform.

Jared Kiepke is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is affiliated with ON Investment Management CO and has worked at related entities including Whalen Capital, Inc. and The ON Equity Sales Company. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a dual-registration model where advisers also act as registered representatives, offering both discretionary and non-discretionary investment management strategies.

Robert Wachholz 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 Brokerage Services since 2002. Outside of his advisory role, Wachholz is involved in insurance sales through Rib Mountain Financial Group. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, utilizing firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Nathan Piel is a financial advisor with Focus Financial in Wausau, WI, holding a Series 66 designation and over 11 years of industry experience. He has been with Focus Financial and OSAIC since 2016. Outside of advising, he is involved in partnerships that manage property related to his financial planning practice. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and financial planning, coordinating with other professionals for estate and tax planning, and provides both discretionary and non-discretionary advisory services.

Joshua Winter is a financial advisor with Focus Financial in Wausau, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Focus Financial in 2021, he worked at Verizon Wireless for eight years. Winter is also involved in community service as a committee member on the Planning Commission and Board of Zoning Appeals for the Village of Plover and manages a rental business. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with other professionals for estate planning and related legal or tax matters.

Gregory Brown is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Focus Financial Network, Inc. since 2011. He is based in Wausau, WI, and holds the Series 63 designation. Outside of his advisory role, he is involved in managing partnerships related to financial planning practice properties and business oversight activities. Focus Financial Network, Inc. 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 investment and financial planning services with tailored portfolio management strategies.

David Stellpflug is a financial advisor with Packerland Brokerage Services, Inc. in Mondovi, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Packerland Brokerage Services since 2009 and also owns Family Financial Associates, Inc., where he is involved in life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers a combination of discretionary and non-discretionary account management with tools such as separately managed accounts and model portfolios, and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Jake Whalen is a financial advisor with ON Investment Management Co. based in Wausau, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Whalen Capital, Inc., Whalen Financial Group, The O.N. Equity Sales Company, Ohio National Financial Services, and Northwestern Mutual. Outside of advisory services, he is active as an insurance agent and registered representative for securities product sales. ON Investment Management Company is an SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a dual-registration model involving broker-dealer activities and third-party investment programs.

Zachary Beyer is a financial advisor with Empower Advisory Group holding a Series 66 credential and beginning his industry experience in 2026. Prior to joining Empower Advisory Group, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2025. Beyer has over two decades of involvement with SNHU Online since 2003. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s approach integrates planning and managed accounts within Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Mitchell Guralski is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022. Prior to that, he worked at Wipfli Financial Advisors, LLC, and held various roles at the University of Wisconsin–Madison. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and retirement plan services.

David Monk is a financial advisor with Primerica Advisors in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. Outside of advising, he serves as a board member of the Wausau Community Foundation and is involved in ginseng farming through a minority ownership in Marathon Ginseng. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Macie O'Sullivan is a CFP®-designated financial advisor with Creative Planning, LLC, based in Wausau, WI. She has five years of industry experience, including prior roles at Wipfli Financial Advisors, LLC and WipFli LLP. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-loss harvesting.

Steven Story is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 30 years of industry experience and has worked as a fixed insurance agent since 2001. He is also president of Steven Story & Associates, Inc., a marketing entity related to his insurance and financial services activities. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a notable emphasis on non-discretionary assets and a combination of fee-based and commission-based options.