Justin Steinbrinck is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Sovereign Financial Group. Outside of his advisory work, Steinbrinck serves as an elder board member of Central Church. N.E.W. Advisory Services provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and companies. The firm employs a long-term investment approach using model portfolios primarily composed of mutual funds and ETFs, while also offering discretionary and non-discretionary portfolio management.

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.

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.