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 as a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI. His prior roles include positions at Northwestern Mutual Life and the Kerntke Otto McGlone Wealth Management Group. In addition to his advisory work, he is a licensed insurance producer. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets. The firm employs firm-designed model portfolios and maintains active trading strategies while offering specialized pension consulting and guidance on emerging investment exposures.

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® with 27 years of experience in the financial services industry. He is currently a financial advisor at McGlone Suttner Wealth Management, Inc., where he has worked since 2021, following 15 years at Kerntke Otto McGlone Wealth Management Group. In addition to his advisory work, he is an independent insurance agent. 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 uses customized model portfolios with an active trading approach.

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 in Appleton, WI, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Fresenius Medical Care, and served in the U.S. Army. Kole is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and offers in-house tax preparation and filing services along with access to institutional platforms and independent managers.

Thomas Suttner is a CFP® and ChFC® with 23 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 the investment review committee of the Bay-Lakes Council, contributing to third-party portfolio oversight. 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 within a fiduciary framework.

Miranda Hoffman is a CFP® professional with over one year of industry experience. She is currently with Copper Harbor Investment Advisors, LLC and has prior experience at Associated Trust Company, Orgel Wealth Management, and Edward Jones. Outside of finance, her background includes roles at Hunters Glen Golf Club and University of Wisconsin - Eau Claire. Copper Harbor Investment Advisors serves individuals, pension plans, trusts, and various entities, offering discretionary portfolio management and retirement plan advisory services. The firm emphasizes a long-term, allocation-driven investment approach using fundamental analysis and third-party research, managing approximately $665 million across about 200 client relationships.

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 Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Endowment Wealth Management, Inc. and has previous roles at ETF Model Solutions, LLC, Voyager Capital Management, LLC, and Next Level Planning & Wealth Management. Endowment Wealth Management serves individual investors, retirement 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 follows an endowment investment philosophy that allocates assets into growth, income, and risk-managed categories, using ETFs, separate account managers, model portfolios, and private placements, and offers a range of customized strategies across discretionary and non-discretionary mandates.

Troy Sommerfeld is a financial advisor with KOM Wealth Management Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise Financial Services since 2019 and has prior experience at Omega Thermo Products and American Roller - CREW. In addition to his advisory role, he is an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis and offers a range of investment strategies, including the use of complex instruments and referrals to independent managers.

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. in Appleton, WI, with 13 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to his current roles, Brown worked at Thrivent Asset Management from 2014 to 2018. He is also involved with affiliated entities Global Alternative Investment Management LLC and ETF Model Solutions, LLC as a Senior Investment Officer. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients with a range of services including financial planning, discretionary and non-discretionary portfolio management, and alternative investment advisory. The firm utilizes an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed buckets, employing ETFs, separate account managers, model portfolios, and private placements to meet client objectives.