Stephanie Ehr is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Harbour Investments since 2006, as well as at Johnson & Wachholz Financial Services and Wachholz & Associates Wealth Management. Ehr is also president of MoneyLogik, Inc., an investment sales and consulting firm, and works as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Michael Kitzman is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial, Advisor's Pride, and SII Investments, Inc. He has been involved in providing administrative support for independent investment advisory firms, including Advisors' Pride 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’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

David Pentek is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial and SII Investments, Inc. He is also involved as an insurance agent offering Medicare Advantage plans through multiple agencies. 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 primarily using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers when appropriate.

Francis Haanen is a financial advisor at ON Investment Management CO with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Wisconsin Financial and UWGB. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through both discretionary and non-discretionary arrangements.

Arnold Presser is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Johnson Wealth Inc. since 2024 and also serves as a full-time portfolio manager at Johnson Bank, where he has worked since 2014. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) plans for airline pilots.

Nathan Bodart is a CFP® and holds a Series 65 license, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with seven years of industry experience. His prior experience includes four years with Creative Planning, LLC and multiple roles at Wipfli Financial Advisors, LLC. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, as well as qualified retirement plans, offering wealth advisory, asset management, and financial and estate planning services. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing a mix of strategic asset allocation and tactical allocation strategies through firm-constructed model portfolios and third-party programs.

Jeffrey Miles is a financial advisor with LPL Financial in Menasha, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Gateway Financial Partners, Advisors' Pride Inc., SII Investments, and McClone Agency. Outside of his advisory work, he is involved in managing several real estate development and rental entities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Todd Holden is a financial advisor at Gateway Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including LPL Financial, SII Investments, Woodbury Financial, and Shaw Holden Financial. Outside of advising, he owns a snow removal and a retail fireworks business. 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 using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers.

Randall Schmitz is a CFP® with 40 years of industry experience, currently affiliated with Harbour Investments, Inc. since 1990. He has also been involved with Planning Concepts, Inc. since 1991 and previously worked at Playmates Daycare for ten years. Outside of his advisory role, he is a licensed real estate broker and provides tax preparation services. Harbour Investments, Inc. offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies and provides model-based solutions through a subscription platform.

Steven Lautenschlager is a CFP® professional with 26 years of industry experience, currently serving at Gateway Wealth Partners, LLC. His prior roles include positions at LPL Financial, Securities America, and Dercks, Engels & Lautenschlager. He is also licensed as a non-variable insurance agent. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement consulting, typically allocating assets among diversified mutual funds, ETFs, and individual securities using fundamental and technical analysis.

Gary Roth is a CFP® with 22 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2003. He has been self-employed since 1996, operating an insurance sales business offering life, health, fixed and equity indexed annuities, long-term care, and property and casualty products. Roth also assists with tax return preparation on a limited basis. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers, managing over $900 million in client assets.

Christopher Warber is a financial advisor at Regal Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Advisory Services Network, Nagel & Associates, and Warber Wealth Management, which he has been affiliated with since 2012. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and serves a diverse client base including individual, charitable, and corporate clients. The firm offers a variety of proprietary and third-party model portfolios, with financial advisers maintaining client relationships while Regal executes and manages the investment strategies.

Christopher Moss is a CFA® charterholder with over 31 years of experience in the financial industry. He is a principal at CliftonLarsonAllen LLP and has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Appleton, WI, he holds the Series 65 and Series 63 licenses. 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 combines fiduciary RIA services with broker-dealer and insurance activities, delivering investment solutions through strategic asset allocation and multidisciplinary planning supported by its parent firm’s professionals.

Kerry Davis is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked continuously since 1993 at both Harbour Investments and Planning Concepts Inc. Outside of his advisory role, Davis is also an independent insurance agent and involved with Gasman Enterprises. 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 uses a combination of fundamental and technical analysis to develop customized strategies across a variety of investment vehicles and offers model-based solutions through a subscription platform.

Brian Crispigna is a financial advisor with Harbour Investments, Inc. in Green Bay, WI, holding a Series 66 designation and four years of industry experience. He has previously worked at Crispigna Financial Services, Whitecap Sports Group, and BPC Capital LLC. Outside of his advisory work, he is involved with I.R.I.S in a personal care capacity. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including 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 investment strategies and offers model-based solutions through a subscription platform.

Jacob Rabas is a CFP® and ChFC® credentialed advisor with 12 years of industry experience. He currently works at Associated Investment Services, Inc., where he has been since 2021. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. 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 utilizes model portfolios and separately managed accounts from third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

David Bernarde is a financial advisor at KCD Financial, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2012. Bernarde also owns and operates Benefits Plus, where he sells life and health insurance, fixed annuities, and group benefit insurance plans. Outside of his advisory work, he assists with event management and announcements for the West De Pere School District and serves as church treasurer at New Hope United Methodist Church. 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 tailored investment strategies and access to third-party management programs, combining advisory and broker-dealer services.

Michael Hall is a financial advisor at Gateway Wealth Partners, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, Gradient Securities, and he has operated Hall Financial Group since 2009. 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 utilizes a strategic asset allocation approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Christopher Mccaman is a CFP® and CFA® charterholder with 23 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial and Raymond James Financial Services. 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 assets among diversified mutual funds, ETFs, individual securities, and independent managers using fundamental and technical analysis.

Bart Landsverk is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at LPL Financial, Advisors' Pride, Inc., and The Huntington Investment Company. Outside of his advisory work, he has been involved with the Whitetail Institute since 1997. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach that includes low-cost mutual funds and ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of December 31, 2025.