James Mcglone is a CFP® with 30 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been with Kerntke Otto McGlone Wealth Management Group since 2007. Outside of advisory work, he operates as an independent insurance agent and owns a real estate business unrelated to investments. KOM Wealth Management Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies from long-term buy-and-hold to options and margin trading, and offers a broad menu of complex and alternative investment options.

Robert Riedl is a CFP® with 22 years of industry experience, currently serving as Director of Wealth Management at Endowment Wealth Management, Inc. in Appleton, WI. He is also President and Chief Compliance Officer at the firm and holds leadership roles at affiliated entities including ETF Model Solutions, LLC and Global Alternative Investment Management LLC. His prior experience includes work at these affiliated firms, which share common ownership and headquarters. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutions. The firm follows a long-term “3D Endowment Investment Philosophy” that integrates liquid ETFs and mutual funds, separately managed accounts, and significant allocations to alternative and private investments.

Christian Doule is a financial advisor at Avaii Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual in various wealth management and investment roles. Outside of his advisory work, he is the manager of Doule Noted, LLC, which handles rent payments for office space he owns. 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 combines active and passive investment strategies, operates as a fiduciary, and offers in-house tax preparation and licensing expertise in insurance.

David Jensen is a CFP® professional at Avaii Wealth Management, LLC with 19 years of industry experience. He worked at Thrivent Financial and Thrivent Investment Management from 2007 to 2023 before joining Avaii in 2023. Jensen is also an insurance agent. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary and manages diversified portfolios using a combination of active and passive investments, with additional services including in-house tax preparation and insurance consulting.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He also serves as director of institutional services at Endowment Wealth Management and as managing director at ETF Model Solutions, LLC, in addition to being chief operating officer at Global Alternative Investment Management LLC. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients with financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy that allocates assets into growth, income, and risk-managed buckets, using ETFs, separate account managers, model portfolios, and private placements tailored to client needs.

William Fenili is a financial advisor at Avaii Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and Private Client Services. Outside of advisory work, he is involved with Shady Oaks Mobile Home Park, LLC. 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 services alongside investment management.

Connor Schaefer is an advisor at Landolt Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at SentryWorld, Faith Foreward, and Skyward. He also operated Schaefer Handyman Services and worked at the University of Wisconsin Stevens Point and Golf Galaxy. Landolt Securities provides investment management and consulting to individuals, trusts, estates, corporations, and other entities, with $137.8 million in regulatory assets under management as of March 31, 2026. The firm focuses on small-cap growth stocks using both short-term and long-term trading strategies and offers access to third-party asset management programs tailored to client risk tolerances.

Mark Nelessen is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding a Series 65 designation and four years of industry experience. He also works as a sales representative for Array Energy and is an independent insurance agent. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, using a fiduciary, goal-driven process that incorporates fundamental analysis, modern portfolio theory, and asset diversification. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, with additional in-house tax preparation and licensed insurance professionals on staff.

Macy Strickland is a financial advisor at KOM Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining KOM, Macy worked at Eastern Illinois University and the University of Wisconsin, and has experience with the Kerntke Otto McGlone Wealth Management Group and Hortonville Area School District. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a continuous-monitoring investment approach using cyclical, fundamental, and technical analysis, offering a range of strategies that include trading, margin, option writing, and complex instruments, supplemented by periodic client communications beyond standard reporting.

Keith Peters is a CERTIFIED FINANCIAL PLANNER™ professional at McGlone Suttner Wealth Management, Inc. with seven years of industry experience. He previously worked at Kerntke Otto McGlone Wealth Management Group and Associated Bank. Peters is also a licensed insurance producer, providing insurance product recommendations to clients. McGlone Suttner Wealth Management offers discretionary asset management, financial planning, and pension consulting services 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 while adhering to defined cash allocation guidelines.

Shane Wiegert is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. He holds the Series 65 designation and has been in the industry since 2024. His prior experience includes roles at Principal Asset Management and various positions within the University of Wisconsin system. Schaper, Benz & Wise Investment Counsel Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and valuation techniques, offering concentrated equity portfolios and laddered fixed-income strategies.

Matthew Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding a Series 65 credential with five years of industry experience. His prior work includes eight years at Kimberly-Clark Corp and a year at AEGIS Financial before joining McGlone Suttner Wealth Management. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, employing customized model portfolios and offering formal pension consulting along with advisory services that include newer asset classes such as bitcoin-related ETFs.

Mark Sprtel is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Schaper Benz & Wise Investment Counsel, Inc. since 2014. He holds Series 65 and Series 66 licenses and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as institutions such as foundations and pension plans. The firm employs a committee-driven investment process with in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, alongside fiduciary trustee advising and private foundation administration.

Samuel Winch is a financial advisor with Winch Financial in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2011. Outside of finance, he owns and performs as a musician with The Lullabadeer. Winch Financial is a multi-advisor firm managing approximately $511 million for individual and high-net-worth clients, providing portfolio management, financial planning, consulting, and educational seminars. The firm uses both fundamental and technical analysis to build individualized investment policies and reviews portfolios at least quarterly.

Michael Whitehouse is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with N.E.W. Advisory Services, Geneos Wealth Management, and Northright Financial since 2017, following a year at SII Investments, Inc. Whitehouse is also the owner of Capital Hill Management LLC and OLDE SCHOOL OFFICE SUITES LLC. N.E.W. Advisory Services serves a diverse client base including individuals, trusts, estates, foundations, and company retirement plans, providing asset management, modular financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios composed mainly of mutual funds and ETFs, with flexibility for individual securities, and offers ERISA-focused consulting and participant education.

Prateek Mehrotra is a CFA® charterholder and holds a Series 65 license with 23 years of industry experience. He currently serves as Chief Investment Officer at Endowment Wealth Management, Inc., where he is also a board member and shareholder. Mehrotra has held leadership roles at Global Alternative Investment Management LLC and ETF Model Solutions, LLC, all affiliated firms based in Appleton, WI. Endowment Wealth Management provides financial planning, portfolio management, and alternative investment advisory services to individual investors, retirement plans, non-profits, and institutions. The firm employs an Endowment Investment Philosophy that allocates assets into growth, income, and risk-managed categories using ETFs, separate accounts, and private placements, offering customized portfolios monitored under discretionary or non-discretionary mandates.

Daniel Fox is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with 12 years of industry experience. He is also the managing member and principal of Fox Financial Group, a financial consulting firm providing accounting and advisory services to private, closely held businesses, where he devotes the majority of his professional time. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients with financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy, grouping assets into growth, income, and risk-managed buckets, and utilizes various investment vehicles including ETFs, separate account managers, and private placements.

Cydney Mains is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Harbour, she worked at Dreyer Wealth Management and has held various positions across multiple industries. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with investment approaches that vary among advisers and approved third-party managers.

Robert Pencil is a CFP® with 17 years of experience in the financial services industry. He is currently with Associated Investment Services, Inc. and has previously worked at firms including Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and OneAmerica Securities. Associated Investment Services, Inc. serves individual investors as well as small corporations, trusts, estates, and charitable institutions, offering model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management. The firm operates with a predominantly non-discretionary investment approach and maintains affiliations with Associated Banc-Corp and related entities, supporting integrated operational and referral services.

Tatum Uecke is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2019 and previously worked at Hantz Financial Services from 2015 to 2019. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory services with multidisciplinary planning involving tax, estate, and risk professionals.