Callee Berry is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and experience dating back to 2017 in various roles including financial services and education. Prior to joining Harbour Investments, Berry worked at Keystone Financial, Fox Communities Credit Union, and Loft. Harbour Investments serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering customized portfolio management and financial planning using a combination of fundamental and technical analysis across multiple investment vehicles.

Alex Brusda is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He has been with North Star Asset Management Inc in Neenah, WI since 2015. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on fundamental research and diversified portfolios of equities and fixed income. The firm is employee- and former-employee-owned, manages approximately $3 billion in assets, and maintains a high concentration of credentialed staff.

Geoffry Penn is a CFA® charterholder with 29 years of industry experience. He has been with North Star Asset Management Inc. since 1996 and also has a long tenure at Associated Bank beginning in 1993. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and endowments. The firm employs a team-based investment process focused on fundamental research and dividend-discount valuation to build diversified portfolios of consistent-growth equities and investment-grade fixed income.

Jennifer Torgrude is a financial advisor with Principal Financial Services in Neenah, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her previous roles include positions at MassMutual and Thrivent Financial. She serves as Advisory Board President for the Down Syndrome Association of Wisconsin – Fox Cities and provides specialized financial planning for families with loved ones who have disabilities through Synergy Advisory Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third‑party money manager solutions, with investment implementation typically carried out on a discretionary basis by third‑party managers.

Glenn Nelson Jr. is a financial advisor with Hornor, Townsend & Kent, LLC who holds the ChFC® designation and has 38 years of industry experience. He has been affiliated with Penn Mutual Life Insurance and Hornor Townsend & Kent since 2011. Nelson serves on the board of directors for the Evergreen Foundation, which supports Evergreen Retirement Communities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing billions in client assets through a combination of discretionary and non-discretionary account options.

Richard Hageman is a CFP® and CFA® with 29 years of experience in the financial services industry. He is currently a financial advisor at Cetera Planning Partners and has worked with affiliated firms including Avantax and ProEquities over his career. Outside of his advisory work, he owns Fifty Cal Arms LLC, a small firearms sales business related to his interest in competitive shooting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, leveraging a diversified investment approach aligned with each client’s objectives and risk tolerance.

Brian Long is a financial advisor with Principal Financial Services based in Neenah, Wisconsin. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His career includes roles at Union Financial, Inc., Synergy Advisory Group, Principal Securities INC, and Principal Life Insurance Company. Additionally, he is involved in the sale of fixed insurance products such as life, annuities, and disability insurance on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers, implementing investment strategies primarily on a discretionary basis.

Paul Behnke is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and has been a high school football coach at Lourdes Academy since 1997. He also serves on the board of Winnegamie Home Builders, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses a combination of firm- and third-party models to develop client strategies, offering financial planning and portfolio management through multiple platforms and programs.

Christine Otte is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Oshkosh, WI. She has professional experience spanning several years, including roles at Bowman & Company S.C. dba AEGIS Financial from 2015 to 2025 before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2026. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process blending passive and active managers, overseen by an internal Investment Committee.

Kenneth Gellerstedt is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Edward Jones and Classical Restaurants Ltd. He serves as a general board member for Neenah Lutheran School, where he participates in strategic planning and oversight. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brian Rickert is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Brian also serves as a Unit Field Trainer and insurance agent, recruiting and training insurance agents and assisting clients with life and health insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Michael Scott is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP®, ChFC®, and Series 66 designations and having 24 years of industry experience. He has worked at Independence Financial and Penn Mutual Life Insurance Company since 2002. Scott serves as a board member on the National Advisory Council for Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, brokerage capabilities, and investment advice through a platform that includes third-party asset manager relationships and a combination of discretionary and non-discretionary account options.

Melissa Jones is a financial advisor with Principal Financial Services in Menasha, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Principal Life Insurance Company, Woodbury Financial Services, LPL Financial, and Transamerica, among others. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory approach emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Maki is a financial advisor with Bankers Life Advisory Services, Inc. in Oshkosh, WI, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2012, including roles in insurance sales and team management. Outside of finance, Maki owns and operates the Oshkosh Karate Club. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting services primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.

Wendy Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Private Wealth Management Group, Thrivent Financial, and Bowman & Company, S.C. DBA AEGIS Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, employing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Michael Nordmann is a CFP® professional with 13 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He previously worked at Maner Wealth LLC and Securities America Advisors among other firms. Nordmann serves as an adjunct board member for Valley Christian School in Oshkosh, WI. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of the end of 2025.

James Ziebarth is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Ziebarth has worked at Infinex Investments, Inc. since 2011 and at Fox Valley Savings Bank since 1998, where he also serves as a vice president and officer involved in fixed insurance sales and various investment committees. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals—including high-net-worth clients—ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory and financial planning services through a network of investment adviser representatives, combining adviser and broker-dealer functions with access to alternative investments and lending solutions.

Austin Jarrett is a financial advisor with LPL Financial based in Oshkosh, WI, holding a Series 66 designation and having nine years of industry experience. His prior work includes roles at BMO Bank N.A., JP Morgan Chase Bank, Edward Jones, and Monsanto. He has also been involved with Indiana University’s men's club lacrosse teams. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Dennis Durocher is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is employed as a delivery driver for UPS in his local area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools.

Gary Keesling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience since 2002. He serves as a board member for Painting Pathways Clubhouse, a nonprofit organization supporting adults with mental health concerns. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs while keeping these services separate.