Nicholas Zerillo is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research and Sovereign Financial Group, where he also serves as managing member. Outside of his advisory work, Zerillo is an elder and board member at Central Church in Green Bay, Wisconsin. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individual clients, trusts, estates, foundations, and company retirement plans. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, employing model portfolios and a combination of fundamental, technical, and economic analysis to deliver customized investment solutions.

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.

Evan Henderson is a CFP® and holds a Series 66 designation with seven years of industry experience. He has worked at N.E.W. Advisory Services, LLC, Northright Financial, and Geneos Wealth Management since 2017. He serves as a board member of the Financial Planning Association of Wisconsin. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm employs a long-term investment approach using model portfolios of mutual funds and ETFs, supplemented by individual securities when appropriate, and provides ERISA-focused consulting and participant education for retirement plans.

Peter Van Beek is a CFP® and ChFC® with six years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has worked at various firms including Northwestern Mutual Life and Kerntke Otto McGlone Wealth Management Group. Outside of advisory work, Van Beek is an insurance producer and is involved in managing a real estate venture. 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 using customized model portfolios and maintains active trading strategies with strict asset allocation guidelines.

Brooke Bradshaw is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Robert W Baird & Co and Keep Collective, both from 2016 to 2023, and is currently associated with NorthRight Financial LLC and Geneos Wealth Management. Brooks also serves as a registered assistant for NorthRight Financial LLC. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k) consulting. The firm employs model portfolios primarily consisting of mutual funds and ETFs, with a long-term investment approach based on fundamental, technical, and economic analysis.

Jesse Nelson is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Copper Harbor Investment Advisors, LLC since 2019 and previously worked at KerberRose Wealth Management, LLC and Associated Trust Company NA. Jesse is based in Appleton, WI, and is part of a six-advisor team. Copper Harbor Investment Advisors provides investment advice and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focusing on equities and fixed income, using fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.

Christian Peterson is a Series 65-licensed advisor at Winch Financial in Appleton, WI, with 15 years of industry experience. He has been with Winch Advisory Services LLC since 2008. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, employing both fundamental and technical analysis with a focus on individualized investment policies.

Ramon Garrido Mateos is a financial advisor at Copper Harbor Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at KerberRose Wealth Management, LLC and Associated Bank. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, using fundamental analysis and third-party research to select investments.

Jason Mc Glone is a CFP® professional with 28 years of industry experience. He is currently with McGlone Suttner Wealth Management, Inc., where he has worked since 2021, following 15 years at Kerntke Otto McGlone Wealth Management Group. Outside of his advisory role, he is an independent insurance agent for various companies. 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, using customized advice delivered through firm-designed model portfolios and planning engagements.