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.

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.

Daniel Lemens is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Keystone Financial Group since 2001, Harbour Investments since 2014, and Fox River Tax Centers since 2015. Outside of his advisory work, Lemens serves on the board and coaches for Bay Area Girls Basketball Inc., a nonprofit organization providing elite summer basketball opportunities for girls in Northeast Wisconsin. 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 employs a combination of fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management, wrap-fee programs, and third-party manager arrangements.

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.