Christian Doule is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining Avaii in 2018, he worked for Northwestern Mutual in various roles from 2007 to 2018. Outside of advisory work, he manages Doule Noted, LLC, which handles rent payments for office space he owns. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management, using a blend of active and passive investments as well as third-party managers, while offering additional services such as in-house tax preparation.

Jack Fischer is a Series 66-licensed financial advisor at Schaper, Benz & Wise Investment Counsel Inc with four years of industry experience. Prior to joining Schaper, Benz & Wise in 2026, he worked at Russell Investments and LPL Financial. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment approach with diversified equity portfolios and emphasizes principal preservation in fixed income strategies.

David Jensen is a CFP® with 19 years of industry experience, currently serving at Avaii Wealth Management, LLC since 2023. Prior to this, he spent 16 years with Thrivent Financial For Lutherans and Thrivent Investment Management. Outside of advisory roles, he is the owner of Lefty Properties, LLC, a company involved in managing commercial real estate rental activities. Avaii Wealth Management is an SEC-registered advisory firm that serves individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships and combines financial planning with portfolio management using a mix of active and passive investments, including mutual funds, ETFs, equities, and fixed income.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held leadership roles at Endowment Wealth Management since 2014 and is also involved with affiliated firms ETF Model Solutions, LLC and Global Alternative Investment Management LLC, where he serves in management and investment committee positions. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan 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 buckets, implementing strategies through ETFs, separate accounts, model portfolios, and private placements.

William Fenili is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of advisory work, he has been involved with Shady Oaks Mobile Home Park, LLC for over ten years. Avaii Wealth Management serves individuals, families, trusts, charitable organizations, businesses, and retirement plans, managing approximately $603 million across nearly 1,000 client relationships. The firm combines financial planning with portfolio management using a mix of active and passive investments, operates as a fiduciary, and offers additional services including in-house tax preparation and insurance product sales.

Mark Nelessen is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with four years of industry experience. He holds a Series 65 designation and has worked at Avaii Wealth Management since 2021. Outside of advisory work, he is a sales representative for Array Energy and also works as an independent insurance agent. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships and combines financial planning with portfolio management using a variety of investment strategies.

Shane Wiegert is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. He holds the Series 65 designation and has been in the industry since 2024. His prior experience includes roles at Principal Asset Management and various positions within the University of Wisconsin system. Schaper, Benz & Wise Investment Counsel Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and valuation techniques, offering concentrated equity portfolios and laddered fixed-income strategies.

Mark Sprtel is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Schaper Benz & Wise Investment Counsel, Inc. since 2014. He holds Series 65 and Series 66 licenses and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as institutions such as foundations and pension plans. The firm employs a committee-driven investment process with in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, alongside fiduciary trustee advising and private foundation administration.

Prateek Mehrotra is a CFA® charterholder with 23 years of industry experience. He serves as Chief Investment Officer at Endowment Wealth Management, Inc., where he is also a shareholder and board member. His prior experience includes roles at Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed categories using ETFs, separate accounts, model portfolios, and private placements.

Daniel Fox is a Series 65-licensed financial advisor with Endowment Wealth Management, Inc., bringing 12 years of industry experience. He is also the managing member and principal of Fox Financial Group, a financial consulting firm serving private, closely held businesses, where he dedicates most of his professional time. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, retirement plan consulting, alternative investment advisory, and family office services. The firm applies an endowment investment philosophy that categorizes assets into growth, income, and risk-managed buckets, implementing customized portfolios through various management structures and private placements.

William Madden is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked with Packerland Brokerage Services since 2009 and also maintains ongoing roles with MVP Financial and 123 Consulting. Madden is involved in insurance sales on a part-time basis, offering life and long-term care products through various companies. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements through the Hilltop/Envestnet platform.

Ryan Remmel is a financial advisor at Harbour Investments, Inc. with over 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2024. In addition to his role at Harbour, he operates Remmel & Associates, where he works as an independent insurance agent, including offering equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Rachel Smith is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at RBC Capital Markets, Ameriprise Financial Services, and Securities America. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, and independent managers, while integrating private market investments and using AI-driven tools alongside human oversight.

Benedict Schneider II is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Packerland since 1997 and also operates Schneider Financial Corp. Outside of his advisory work, he is involved in managing rental properties. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory services delivered through a variety of platforms including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Marcus Medema is a financial advisor at NorthRock Partners, LLC in Appleton, WI, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sixt and BakerTilly. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, periodic rebalancing, and integration of private market allocations, supported by AI-driven tools and human oversight.

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.

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.