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.

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 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.

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® 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.