Joshua Flanders is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Seasons Wealth Management, Wachholz & Associates Wealth Management, and Thrivent Financial. Outside of his advisory work, he is the CEO of a woodworking business specializing in custom and rehabilitated furniture. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services with investment approaches tailored by individual advisers and third-party managers.

Justin Hammerbeck is a financial advisor at Gateway Wealth Partners, LLC with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.

Robert Rivera is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Cetera Advisor Networks, Central Financial States, Capital Credit Union, Principal Financial Services, and Thrivent Investment Management. Rivera is also involved in community activities as a member of the Knights of Columbus and the Prince of Peace Council. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment approaches and access to third-party management programs.

Scott Kinderman is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, OSAIC, Woodbury Financial Services, and Cambridge Investment Research Advisors. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Lindsay Kaminski is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Gateway Wealth Partners, LLC and has previously worked at Merrill, City National Bank, RBC Capital Markets, and Sii Investments. Outside of financial advising, she is the owner of Bell Locksmith LLC, a locksmith business in Wisconsin. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.

Thomas Coleman is a financial advisor at KCD Financial, Inc. with 35 years of industry experience. He has held his current role since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of a separate insurance business focused on fixed annuity sales. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, implementing a range of investment strategies tailored to client goals and risk tolerance.

Allison Moeschberger is a CFP® and Series 65 credentialed financial advisor with eight years of industry experience. She is currently affiliated with Johnson Wealth Inc. and Johnson Bank, serving as a Wealth Advisor. Her prior roles include positions at Annex Wealth Management, Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse client base including high-net-worth individuals, families, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative methods.

Trevor Pfrang is a financial advisor with ON Investment Management CO in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Wisconsin Financial Advisors since 2009 and The O.N. Equity Sales Company and Guardian Life Insurance Company of America since the early 2000s. Outside of advising, he is active in selling life disability insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and access to various third-party investment programs, providing a mix of discretionary and non-discretionary asset management.

Jacob Kercher is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and two years of industry experience. His work history includes roles at Packerland Brokerage Services since 2022, as well as positions at Kwik Trip and Chartwells. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing multiple investment platforms and strategies to meet diverse client needs.

Philip Weisbach is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. His prior work includes roles at LPL Financial, Cetera, Harbour Investments, and SII Investments. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Jeanann Kramer is a financial advisor at Gateway Wealth Partners, LLC in Appleton, WI, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Edward Jones, and SII Investments. Outside of her advisory role, she owns Kramer Elite Solutions, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm employs a strategic asset allocation approach primarily using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in regulatory assets under management as of December 2024.

Irene Vilonalabonne is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and over 40 years of industry experience. She has worked at LPL Financial since 2009 and previously at ADVISORS' PRIDE Inc. from 2015 to 2022. In addition to advisory services, she has operated a tax preparation and accounting business since the 1980s. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among diversified mutual funds and ETFs, supplemented with individual securities and independent managers.

Justin Dumke is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at several firms, including Advisors' Pride Inc., Granite Financial Group, LPL Financial, Financial Resources Services, and SII Investments. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers when appropriate.

Todd Jasperson is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2021, following seven years at Woodbury Financial Services. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting using both direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform.

Jayne Deutmeyer is a financial advisor at Gateway Wealth Partners, LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial and Global Retirement Partners. In addition to her advisory role, she operates J Henry Consulting, LLC, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Justin Manning is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Schneider National. In addition to his advisory role, he is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm offers customized portfolio management using a variety of investment vehicles and employs both fundamental and technical analysis in its strategies.

John Wheeler is a financial advisor at Harbour Investments, Inc. in Green Bay, WI, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 37 years of industry experience, including 14 years with Harbour Investments and over four decades with John Patrick Planning Group, where he also operates as an independent insurance agent. Outside of financial advising, he has worked as an independent contractor for Lyft. Harbour Investments serves a diverse client base, including individuals across wealth levels, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and providing clients access to multiple execution platforms.

Brian Dvorak is a financial advisor at IAMS Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with IAMS Wealth Management and his own firm, Dvorak Wealth Management, since 2017. Prior to that, he worked at Dvorak & Associates, Inc. from 2009 to 2017. Outside of advising, he is involved in selling insurance and annuities on a commission basis. IAMS Wealth Management, LLC serves individual investors, corporations, retirement plans, trusts, and other business entities by providing investment advisory and financial planning services. The firm employs discretionary portfolio management using a range of instruments and model portfolios, with operational practices that include AI research tools and household account aggregation.

Todd Kuen is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Financial Group, and SII Investments, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Steven Crispigna is a CFP® and ChFC® with 43 years of industry experience. He has been affiliated with Harbour Investments, Inc. and Crispigna Financial since 1989. Outside of his advisory work, he is involved in a family-owned pizza business and provides commodity options to clients through MCVEAN TRADING COMPANY. Harbour Investments, Inc. offers investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and provides ongoing account monitoring and model-based solutions.