Keith Johnson is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. He has been with Associated Investment Services since 2017. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

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.

Michael Dreyer is a CFP® and Series 66-registered advisor with Harbour Investments, Inc. in Appleton, WI, bringing 13 years of industry experience. He has been involved with Dreyer Wealth Management LLC since 2016 and has also worked at PDI Financial Group. Outside of his advisory role, Dreyer coaches his son’s flag football team and is involved with JMTE Aviation LLC. 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 varied investment approaches tailored by individual advisers and third-party managers.

Ethan Strick is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including GWN Securities, Dickow-Cyzak, and OSIAC Wealth. Strick is also involved in life insurance sales through a separate financial services business. Latitude Advisors serves individual, high-net-worth, and institutional clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of in-house and third-party model strategies tailored to client goals and risk tolerance, with most accounts managed on a discretionary basis.

Yolanda Goodwin is a financial advisor at Principal Advised Services with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual and The Prudential Insurance Company of America. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program. The firm integrates third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, allowing access to a range of proprietary products and services.

Jean Paul Aime is a financial advisor with Gateway Wealth Partners, LLC in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at MML Investors Services and MassMutual for 15 years, as well as experience with LPL Financial and Advisors' Pride Inc. He is involved in multiple independent advisory activities, including providing services through Advisor's Pride Inc. and Gateway Wealth Partners. 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 focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of year-end 2024.

Beth Mengert is a financial advisor at Private Client Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and SII Investments, Inc. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across over 3,200 client accounts.

Nicklas Schaffer is a financial advisor at Associated Investment Services, Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Carl M. Hennig Inc. and NYLIFE Securities, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with approximately $1.169 billion in regulatory assets under management.

Andrew Hengst is a CFP® professional with 28 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds Series 63 and Series 66 licenses and is based in Appleton, WI. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Steven (Shlomo) Hoffman is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, he is an independent insurance agent and occasionally performs handyman and odd jobs unrelated to financial markets. 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 tailored investment strategies and access to third-party management programs.

Daniel Lemens is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Keystone Financial Group since 2001, Harbour Investments since 2014, and Fox River Tax Centers since 2015. Outside of advising, Lemens serves on the board of Bay Area Girls Basketball Inc., a nonprofit organization focused on providing elite summer basketball opportunities for girls in Northeast Wisconsin. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and multiple investment management approaches tailored by individual advisors and approved third-party managers.

Allen Mahnke is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory roles, he is involved with Mahnke Investments LLC, focusing on real estate rental. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and $23.9 billion in client assets. The firm offers comprehensive wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Kyle St Marie is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding Series 65 and Series 63 licenses and having five years of industry experience. He has worked at Harbour Investments since 2020 and is also associated with Planning Concepts, Inc., where he is registered as an independent insurance agent. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm utilizes various investment approaches tailored by individual advisors and third-party managers, with ongoing account monitoring and multiple execution options.

Stephen Duhr is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 28 years of industry experience. He has held positions at Northland Securities, Inc. since 2007 and previously worked at First MidAmerica Investment Corporation and Choreo, LLC. He holds Series 63 and Series 65 licenses. 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 portfolio appraisal services and uses a range of investment strategies tailored to client goals.

Robert Aikins is a financial advisor at Gateway Wealth Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Bank of America, Merrill, and J.P. Morgan Securities. Outside of his advisory role, he is involved as a baseball coach at De Pere High School and serves on the nonprofit board of the Black Oak Lake Preservation Foundation. 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 diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Joel Blumenschein is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with KCD Financial since 2010 and previously spent 18 years at Freedom Investors Corp. Blumenschein also serves as president and director of Freedom Securities, Inc. 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 asset management, financial planning, portfolio appraisal services, and access to third-party management programs.

Emil Haque is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at North Star Asset Management Inc. He has worked at North Star since 2019 and previously spent time with Wells Fargo Advisors LLC and Wells Fargo Bank, NA. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients. The firm employs a team-based investment process focused on fundamental research to build diversified portfolios of high-quality equities and investment-grade fixed income, managing approximately $3 billion in discretionary assets.

Bryce Kostman is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at LPL Financial LLC and Northwestern Mutual. Outside of advisory work, he is a 50% owner of GNK Outdoors LLC, an outdoor manufacturing and design company. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm’s investment approach typically involves diversified allocations to low-cost mutual funds and ETFs, supplemented with individual securities and independent managers.