Kenneth Mc Glone is a financial advisor with KOM Wealth Management Group, LLC and holds a Series 65 designation. He has five years of industry experience and has worked at Kerntke Otto McGlone Wealth Management Group since 2020. Outside of finance, he owns and operates McGlone Fitness Group, a fitness center. KOM Wealth Management Group provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering a wide range of strategies from long-term buy-and-hold to options trading and engages in regular account monitoring and client communications.

Kaley Klepps is a Series 65 credentialed financial advisor with five years of industry experience. She is currently with KOM Wealth Management Group, LLC and has prior work experience at Kerntke Otto McGlone Wealth Management Group and ManpowerGroup. In addition to her advisory role, she is an independent insurance agent for various companies. KOM Wealth Management Group offers financial planning, consulting, and investment management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a range of strategies from fundamental to technical analysis and provides extensive client communications and access to complex investment options.

Benjamin Gilkay is a financial advisor at Endowment Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Endowment Wealth Management, he worked at College Works Painting, Inc. and has experience with various roles during his studies at the University of Wisconsin-Madison. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm follows an endowment investment philosophy that segments assets into growth, income, and risk-managed categories and utilizes a range of investment vehicles including ETFs, separate account managers, model portfolios, and private placements.

Bolan Montgomery is a financial advisor at Cornerstone Financial Group in Appleton, WI, holding a Series 66 designation with six years of industry experience. He has previously worked at Principal Securities, Principal Life Insurance, and Northwestern Mutual. Montgomery serves as an owner of Montgomery Financial LLC, through which he operates his financial advisory practice. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team. The firm provides discretionary asset management, financial planning, and consulting services, employing customized investment strategies that incorporate equities, fixed income, options, and technology-driven research methods.

John Kosmer is a financial advisor at Sequoia Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Sequoia Wealth Management since 2015 and has also worked with LPL Financial since 2009. Outside of his advisory roles, he operated Get Around Golf, LLC from 2003 to 2022. Sequoia Wealth Management serves individuals, including high-net-worth clients, 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 LPL-sponsored programs, tailoring portfolios to client goals through a combination of discretionary management and third-party strategist models.

Mark Truettner is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior work includes roles at Northwestern Mutual and Private Client Services. He is also a licensed insurance professional, dedicating a small portion of his time to insurance-related services. 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 range of investment vehicles and offering discretionary management with a fiduciary standard.

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.