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 Certified Financial Planner® with 18 years of industry experience. He has worked at Avaii Wealth Management, LLC since 2018 and previously held roles at Private Client Services, LLC and Northwestern Mutual. Blattner is also a licensed insurance professional, dedicating a small portion of his time to that activity. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary, constructing diversified portfolios through a combination of active and passive strategies, and also provides in-house tax preparation and filing services.

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 at Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and has a background including roles at Miller Electric and the University of Wisconsin Oshkosh. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary, managing diversified portfolios using a combination of active and passive investments and providing in-house tax preparation through a CPA.

Samuel Moore is a CFP®-certified financial advisor with Endowment Wealth Management, Inc., based in Appleton, WI, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked concurrently with 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, utilizing ETFs, separate account managers, and private placements to customize and manage client portfolios.

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® with 14 years of industry experience. He is a wealth advisor at Endowment Wealth Management, Inc. and also serves as an adviser with ETF Model Solutions, LLC, both based in Appleton, WI. Prior to joining Endowment Wealth Management and ETF Model Solutions in 2017, he worked at Vision Wealth Partners from 2013 to 2017. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that integrates liquid ETFs and mutual funds, separately managed accounts, and allocations to alternative and private investments.

Nathaniel Klutz is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work history includes roles at Key Investment Services LLC, KeyBank, and Canisius University. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and employs model portfolios with active trading within defined cash allocation guidelines.

Michael Rottier is a CFP® and holds a Series 65 license with three years of experience in financial advising at Endowment Wealth Management, Inc. He previously worked in various roles including positions at Karcz Utility Services, KI, the University of Wisconsin-La Crosse, Bay Motel and Family Restaurant, and Ashwaubenon School District. Rottier also serves as an analyst with ETF Model Solutions, LLC, an affiliated firm. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that combines liquid ETFs, mutual funds, separately managed accounts, and private investments, and offers services including family office support and advisory consulting tailored to client objectives.

Kylie Coenen is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with five years of industry experience. Her work history includes roles at Wisconsin Union and Integrity Fiber, as well as experience at the University of Wisconsin Madison and Freedom Area School District. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, providing a range of services including financial planning, portfolio management, alternative investment advisory, and family office services. The firm employs an endowment investment philosophy that segments assets into growth, income, and risk-managed categories and customizes portfolios using ETFs, separate accounts, and private placements.

Claus Kerntke is a CFP® with 39 years of industry experience, currently serving as an advisor at Avaii Wealth Management, LLC since 2025. He was previously with Kerntke Otto McGlone Wealth Management for 18 years. In addition to his advisory role, he is a licensed insurance agent engaged in insurance sales and recommendations. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm offers in-house tax preparation and employs diversified portfolio strategies combining active and passive investments, with some advisors, including Kerntke, holding insurance licenses.

Tyler Reinhard is a financial advisor at Landolt Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Landolt Securities since 2014. He also serves in a supervisory role at TKC Wealth Management, LLC, an RIA firm. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm’s investment approach focuses on fundamental analysis with an emphasis on small-cap growth stocks, offering both discretionary and non-discretionary portfolio management.

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 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management and Dave Jensen - Thrivent. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, using a goal-driven process that incorporates fundamental analysis, modern portfolio theory, and asset allocation. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, utilizing both active and passive investment strategies alongside options and independent managers when appropriate.

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.

Amy Sitter is a financial advisor at Copper Harbor Investment Advisors, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Copper Harbor since 2016. Copper Harbor Investment Advisors is an employee-owned firm with a six-advisor team serving individuals, pension and defined contribution plans, trusts, estates, charitable and nonprofit entities, corporations, and other business entities. The firm focuses on long-term asset allocation and fundamental analysis, primarily managing publicly traded equities and fixed income in accordance with written Investment Policy Statements.