Kimberly Petersen is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 12 years of industry experience. She has been with Schaper, Benz & Wise since 2013 and holds a Series 65 designation. Schaper, Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, fiduciary trustee advising, and private foundation administration.

Steven Hooyman is a CFP® with 26 years of industry experience and has been with Copper Harbor Investment Advisors, LLC since 2013. He is based in Appleton, WI, and holds a Series 63 license. Copper Harbor Investment Advisors provides investment advice and financial planning to a range of clients including individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, utilizing fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.

Joel Blattner is a CFP® professional with 18 years of industry experience. He has been with Avaii Wealth Management, LLC since 2018 and previously worked at Northwestern Mutual and several other firms. Blattner is also a licensed insurance professional, dedicating a small portion of his time to that role. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers integrated financial planning and portfolio management, using a mix of active and passive investments, and conducts regular account reviews through an 11-person advisory team.

Arnold Eichhof is a financial advisor with Cornerstone Financial Group in Appleton, WI. He holds the CFP® and ChFC® designations and has eight years of industry experience. Prior to joining Cornerstone, he worked at Principal Securities Inc., Principal Life Insurance Company, Modern Wealth, LLC, and H. Beck, Inc. Outside of his advisory role, Eichhof officiates middle and high school soccer games and serves in a leadership role with a local business networking organization. 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 consulting services, employing a multi-disciplinary investment process that integrates fundamental, quantitative, technical, and sector analysis, supported by technology and AI tools.

Troy Leonard is a financial advisor with Cornerstone Financial Group in Appleton, WI, holding a Series 66 license and 15 years of industry experience. His prior work includes roles at Principal Securities Inc., Purshe Kaplan Sterling Investments, and Principal Life Insurance Company. Outside of advising, Leonard is involved with Genesis Impact Sports, a sports-related business where he serves as a part owner and board-level contributor. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team, offering discretionary asset management, financial planning, and consulting services. The firm employs a multi-disciplinary investment approach incorporating fundamental, quantitative, technical, and sector analysis, utilizing technology and AI tools in its portfolio management and client interactions.

Thomas Rippl is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 2002. Schaper, Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, as well as trustee advising and private foundation administration.

Robert Engels is a financial advisor at Sequoia Wealth Management, LLC in Appleton, WI, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with Sequoia Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2004. Outside of advisory work, he owns equipment through two LLCs unrelated to investment advisory services. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm offers access to third-party money managers and model portfolios, employing a blend of quantitative optimization, research, and manager selection to tailor portfolios to client goals.

William Kleiber is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI. He holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Avaii Wealth Management, he worked at Northwestern Mutual Investment Services, LLC and has a diverse background including roles in education and manufacturing. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with active and passive investment management across multiple asset classes and offers discretionary portfolio management through a team of 11 advisors.

Samuel Moore is a CFP® with eight years of industry experience and serves as a wealth advisor at Endowment Wealth Management, Inc. in Appleton, WI. He has been associated with Endowment Wealth Management and its affiliated firm, ETF Model Solutions, LLC, since 2016. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering a range of financial planning and portfolio management services. The firm employs an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed buckets, utilizing ETFs, separate account managers, model portfolios, and private placements to implement client strategies.

Richard Otto is a CFP® with 34 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been associated with Kerntke Otto Mcglone Wealth Management since 2007. In addition to his advisory role, he is an independent insurance agent representing various independent insurance companies. KOM Wealth Management Group provides financial planning, consulting, and investment management to individuals, pension plans, trusts, and other entities. The firm employs a diverse range of strategies from long-term buy-and-hold to short-term trading and offers a broader menu of complex and alternative investment options.

John Weninger is a Certified Financial Planner (CFP®) and holds a Series 66 license with 15 years of industry experience. He currently serves as a Wealth Advisor at Endowment Wealth Management, Inc. and as an Adviser with ETF Model Solutions, LLC, both based in Appleton, WI, where he has worked since 2017. Prior to this, he was with Vision Wealth Partners from 2013 to 2017. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an endowment investment philosophy to allocate assets across growth, income, and risk-managed categories, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.

Nathaniel Klutz is a financial advisor with McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining McGlone Suttner, he worked at Key Investment Services LLC and KeyBank. 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 offers customized advice through model portfolios and standalone planning engagements.

Michael Rottier is a CFP® and Series 65 credentialed advisor with Endowment Wealth Management, Inc. in Appleton, WI, where he has worked since 2021. He has three years of industry experience and has previously held positions at Karcz Utility Services, KI, and the University of Wisconsin-La Crosse. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm uses an endowment investment philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, model portfolios, and private placements.

Kylie Coenen is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with six years of related experience across multiple roles, including positions at Endowment Wealth Management, Wisconsin Union, and Integrity Fiber. She has a background that includes work in education and organizational settings prior to joining the firm. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients by providing a range of services including financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed segments, with customized portfolios implemented through ETFs, separate accounts, and private placements.

Claus Kerntke is a CFP® with 39 years of industry experience currently serving at Avaii Wealth Management, LLC. He was previously with Kerntke Otto McGlone Wealth Management for 18 years. He is also a licensed insurance agent involved in insurance sales and implementation. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning with portfolio construction using a combination of active and passive investments along with third-party managers.

Spencer Schultz is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with a Series 65 designation and no prior industry experience. His work history includes roles at Plexus, Green Lake Sanitary District, and Knuth Brewing Company. Schaper Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning to high-net-worth individuals, families, and institutional clients. The firm uses a fundamentally driven, research-oriented investment process with comprehensive analysis and maintains oversight through an internal investment committee.

Charity Schiltz is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management Inc and Dave Jensen - Thrivent. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management using a mix of active and passive investments and provides additional services such as in-house tax preparation and licensed insurance professionals within its 11-person team.

Trevor Rabbach is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with nine years of industry experience. He holds the Series 65 designation and has worked at Schaper Benz & Wise since 2017, following five years at Bank First National. Schaper Benz & Wise provides discretionary portfolio management and financial planning to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a research-oriented investment process with fundamental analysis and manages diversified equity and fixed income portfolios, supplemented by family wealth counsel services.

Robert Moore is a financial advisor at Copper Harbor Investment Advisors, LLC in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. He previously worked at Associated Bank from 2013 to 2020 before joining Nicolet Advisory Services, LLC. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, charitable/nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach, primarily focusing on equities and fixed income, and offers discretionary portfolio management alongside retirement plan advisory services.

Jesse Dunsmore is a financial advisor at Cornerstone Financial Group in Appleton, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Purshe Kaplan Sterling Investment and Thrivent Investment Management. Outside of his advisory role, he works as a freelance writer specializing in short fiction. Cornerstone Financial Group serves individuals, trusts, employer retirement plans, and businesses, managing approximately $183 million for around 450 clients. The firm employs a multi-method investment approach, incorporating fundamental, quantitative, qualitative, and technical analysis, and offers services such as asset management, financial planning, and retirement plan consulting.