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.

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.

Beth Mengert is a financial advisor at Private Client Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and SII Investments, Inc. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across over 3,200 client accounts.

Jane Vande Voort is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Sii Investments for seven years before joining Private Client Services in 2018. Outside of her advisory role, she is involved in youth volleyball as an assistant coach, referee, and private trainer for local teams. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

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.

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.

Shana Keil is a financial advisor at Private Client Services, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2018. Prior to that, she was with SII Investments, Inc. and Investment Centers of America. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through a range of advisory platforms, emphasizing risk profiling and tailored strategy implementation.

Chad Backes is a financial advisor with OSAIC Institutions, Inc. in New London, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, First State Bank, Investment Centers of America, and SII Investments, Inc., with a longstanding involvement at First State Bank since 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure with a focus on delegated investment management and diverse client control options.

John Koch is a CFA® charterholder affiliated with Mercer Global Advisors Inc. He has a combined 11 years of industry experience, including a decade at iSectors, LLC. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Tina Grenlie is a financial advisor at Osaic Institutions, Inc. with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Edward Jones, Principal Securities Inc, and Thrivent Financial. Outside of her advisory work, she serves on the audit committee of Trinity Lutheran Church and participates in community activities such as the American Legion Auxiliary and a local ladies golf league. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Kimberly Burrill is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc, F&G, and Wealth Enhancement Group. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach combining passive and active strategies, supported by an internal Investment Committee and multiple program options.

Alyssa Doro is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Her background includes roles at AEGIS Financial and Bowman & Company S.C. dba AEGIS Financial. Outside of advising, she has been involved in a family farm business raising beef cattle and crops, and participates in a local market providing farm-raised beef. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified, risk-class based investment approach that blends passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Michael Villeneuve is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at AEGIS Financial, Private Client Services, Raymond James Financial Services, and National Planning Corp. He is based in Oshkosh, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that blends passive and active management guided by quantitative and fundamental research.

Samuel Christie is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 credential. He has one year of industry experience and previously worked at Bowman & Company S.C. and WIPFLI Financial Advisors. Outside of his advisory role, he works part-time as a forklift operator at Valley Bakers Cooperative Association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Brian Rogers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Oshkosh, WI. His prior experience includes roles at Raymond James Financial Services and AEGIS Financial. Outside of his advisory work, Rogers is involved in youth soccer coaching with the Oshkosh United Soccer Club and serves on the executive board of Winnebago Lutheran Academy, as well as the Fox Valley Estate Planning Council. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

James Fischer is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He worked at Woodbury Financial Services, Inc. for 27 years before joining LPL Financial in 2018. Fischer also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Mudge is a financial advisor with MassMutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of financial advising, he is involved as a principal and broker in an insurance sales business and has worked in the restaurant industry. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Kerrie Jo Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at LPL Financial since 2018 and previously served at INVEST Financial Corp and Valley Financial Group, Inc. in Appleton, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by a large network of advisors.