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.

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.

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.

Matthew Weyers is a Series 65 licensed advisor with Winch Financial in Appleton, WI, where he has worked since 2012, totaling 14 years of industry experience. He also works as an independent insurance agent outside of his advisory role. Winch Financial is an SEC-registered, multi-advisor firm managing approximately $511 million for individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, using both fundamental and technical analysis to build individualized investment strategies.

Frederic Hubley is a Series 65-licensed financial advisor with Winch Financial in Appleton, WI, bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2009 and also serves as a cost accountant at Belmark, Inc., a flexographic printing company, where he applies cost accounting and pricing skills. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients with portfolio management, financial planning, consulting, and educational seminars. The firm emphasizes individualized investment policies and employs both fundamental and technical analysis with predominantly discretionary portfolio management.

Kole Purtell is a financial advisor at Avaii Wealth Management, LLC with three years of industry experience. Prior to joining Avaii, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He also served in the U.S. Army for four years. Kole is a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm integrates financial planning with portfolio management using a combination of active and passive investments and offers additional services such as in-house tax preparation through a CPA.

Thomas Suttner is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at McGlone Suttner Wealth Management, Inc. since 2021 and previously spent 15 years at Verus Investment Advisory Group, Inc. He serves on an investment review committee for Bay-Lakes Council, where he oversees third-party money management without trading authority or compensation. 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 diversified model portfolios and active trading strategies tailored to client needs.

Miranda Hoffman is a CFP® professional with two years of experience, currently working at Copper Harbor Investment Advisors, LLC. Prior to this role, she held positions at Associated Trust Company, Orgel Wealth Management, and Edward Jones. Copper Harbor Investment Advisors is an employee-owned firm composed of a six-advisor team that serves individuals, including high-net-worth clients, as well as various institutional and nonprofit entities. The firm focuses on long-term asset allocation and fundamental analysis, providing discretionary portfolio management, financial planning, and retirement plan advisory services.

Bradley Benz is a CFA charterholder and holds a Series 65 license with 32 years of industry experience. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 1994. Schaper, Benz & Wise Investment Counsel, Inc. serves high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm offers discretionary portfolio management and financial planning, including a Family Wealth Counsel program that covers retirement, tax, and charitable planning, fiduciary trustee advising, and private foundation administration. Their investment approach is committee-driven and based on in-house research, with equity portfolios concentrated in 40–50 holdings and fixed-income strategies focused on laddered, investment-grade securities.

Cole Fleischmann is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with two years of industry experience. His work history includes roles at ETF Model Solutions, Voyager Capital Management, and Next Level Planning & Wealth Management. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutions by offering financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm employs an endowment-style investment philosophy with customized portfolios using ETFs, separate managers, model portfolios, and private placements.

Troy Sommerfeld is a financial advisor at KOM Wealth Management Group, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for seven years and Omega Thermo Products for three years. Outside of advisory work, he is an independent insurance agent for various independent insurance companies. KOM Wealth Management Group provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies and offers a broad menu of complex and alternative products, conducting regular account monitoring and client communication.

Guy Mccauley is a financial advisor at Cornerstone Financial Group in Appleton, WI, with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including PURSHE KAPLAN STERLING INVESTMENTS and Principal Securities Inc. Outside of his advisory role, he is also involved in health care insurance as a Medicare insurance agent. 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 retirement-plan consulting using a multi-disciplinary investment process that incorporates fundamental, quantitative, technical, and sector analysis, supported by technology and AI tools.

Steven Bassetto is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Optivise since 2021 and previously at Financial Gravity Wealth, Inc. and SB Financial Group, where he also serves as president and insurance agent. His activities include selling life insurance and annuity products through SB Financial Group. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a subscription-based co-advisory program for employer-sponsored defined contribution plans.

Michael Londre is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with N.E.W. Advisory Services, Northright Financial, and Geneos Wealth Management since 2017. Londre also has experience working at the University of Wisconsin Oshkosh and SII Investments. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs a fact-finder and model portfolios to create customized asset allocations, combining fundamental, technical, and economic analysis with a long-term approach, while supporting both discretionary and nondiscretionary portfolio management.

Anthony Seashore is a Series 65-licensed financial advisor at Schaper Benz & Wise Investment Counsel Inc with 13 years of industry experience. He has been with Schaper Benz & Wise since 2012. 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 with in-house fundamental research and offers specialized services including a Family Wealth Counsel program that covers retirement, tax, charitable planning, and private foundation administration.

Jamie Brown is a Senior Investment Officer at Endowment Wealth Management, Inc. with 13 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to his current role, he worked at Thrivent Asset Management and is also a Senior Investment Officer at affiliated firms 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 by providing services including 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 across growth, income, and risk-managed buckets, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.