Lynn Berry is a financial advisor with Harbour Investments, Inc. and Keystone Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Harbour Investments since 2014 and has worked at Keystone Financial since 2001. Outside of her advisory roles, Berry is a 50% owner of Fox River Tax Centers, LLC, which provides tax preparation services, and she serves as a marketing subcommittee member for Future Neenah, a nonprofit focused on community building. Harbour Investments 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 a combination of fundamental and technical analysis to create customized portfolios using various investment vehicles and also provides model-based solutions through a subscription platform.

Jane Vande Voort is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Sii Investments for seven years before joining Private Client Services in 2018. Outside of her advisory role, she is involved in youth volleyball as an assistant coach, referee, and private trainer for local teams. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Richard Hageman is a CFP® and CFA® with 29 years of industry experience. He is a financial advisor at Avantax Planning Partners, Inc., where he has worked since 1999. Prior to his current role, he was associated with Proequities, Inc. and Avantax Investment Services, Inc. Outside of his advisory work, he owns a firearms-related business focused on gun sales and is an amateur competitive shooter. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, stand-alone financial planning, and access to custodial and collateralized loan programs.

Allison Moeschberger is a CFP® and Series 65 credentialed financial advisor with eight years of industry experience. She is currently affiliated with Johnson Wealth Inc. and Johnson Bank, serving as a Wealth Advisor. Her prior roles include positions at Annex Wealth Management, Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse client base including high-net-worth individuals, families, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative methods.

Trevor Pfrang is a financial advisor with On Investment Management CO in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Wisconsin Financial Advisors since 2009 and has concurrent roles with The O.N. Equity Sales Company and Guardian Life Insurance Company of America. Outside of his advisory work, he sells life disability insurance. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based planning and access to multiple third-party investment programs, serving both discretionary and non-discretionary client relationships.

Philip Weisbach is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. His prior work includes roles at LPL Financial, Cetera, Harbour Investments, and SII Investments. 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 using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Jacob Johnson is a CFA® charterholder with two years of industry experience. He is currently with North Star Asset Management Inc and has prior experience at Thompson Investment Management, J.P. Morgan Private Bank, and Mairs and Power, Inc., among others. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, utilizing a team-based process focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income. The firm manages roughly $3 billion in discretionary assets and emphasizes credentialed staff and proprietary research methods.

Christine Rondeau is a financial advisor with IPI Wealth Management, Inc. in Neenah, WI, holding a Series 66 designation and 22 years of industry experience. She has been associated with IPI Wealth Management and Investment Planners, Inc. since 2006 and is the president and treasurer of SRS Holdings, Inc. Additionally, she engages in creative writing through Phat Pants, LLC, and serves as the elected president of Neenah's Business Improvement District board. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent model for operational functions such as trade execution and performance reporting.

David Risgaard is a CFA charterholder and holds a Series 65 license with 29 years of industry experience. He has been with North Star Asset Management Inc. and Associated Bank NA since 1996. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and endowments. The firm employs a team-based investment approach focused on fundamental research and builds diversified portfolios of high-quality equities and investment-grade fixed income.

Jeanann Kramer is a financial advisor at Gateway Wealth Partners, LLC in Appleton, WI, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Edward Jones, and SII Investments. Outside of her advisory role, she owns Kramer Elite Solutions, a non-investment-related business. 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 employs a strategic asset allocation approach primarily using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in regulatory assets under management as of December 2024.

Irene Vilonalabonne is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and bringing 39 years of industry experience. Her career includes roles at Gateway Financial Partners, ADVISORS' PRIDE Inc., and LPL Financial. Outside of advisory services, she has been involved in tax preparation and accounting through her business, Financial Advisors, Inc., since 1983. 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 using primarily low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets with a majority overseen on a non-discretionary basis.

Justin Dumke is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at several firms, including Advisors' Pride Inc., Granite Financial Group, LPL Financial, Financial Resources Services, and SII Investments. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers when appropriate.

Todd Jasperson is a financial advisor at Packerland Brokerage Services, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services from 2014 to 2021 before joining Packerland in 2021. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various account management options and third-party relationships, managing approximately $909 million in client assets.

Jayne Deutmeyer is a financial advisor at Gateway Wealth Partners, LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial and Global Retirement Partners. In addition to her advisory role, she operates J Henry Consulting, LLC, a non-investment-related business. 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 emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Ryan Remmel is a financial advisor at Harbour Investments, Inc. with over 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2024. In addition to his role at Harbour, he operates Remmel & Associates, where he works as an independent insurance agent, including offering equity indexed annuities. 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 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.

Brian Dvorak is a financial advisor at IAMS Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with IAMS Wealth Management and his own firm, Dvorak Wealth Management, since 2017. Prior to that, he worked at Dvorak & Associates, Inc. from 2009 to 2017. Outside of advising, he is involved in selling insurance and annuities on a commission basis. IAMS Wealth Management, LLC serves individual investors, corporations, retirement plans, trusts, and other business entities by providing investment advisory and financial planning services. The firm employs discretionary portfolio management using a range of instruments and model portfolios, with operational practices that include AI research tools and household account aggregation.

Cole Seigworth is a financial advisor at North Star Asset Management Inc with two years of industry experience. He holds a Series 65 designation and has previously worked in landscaping and retail. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, using a team-based investment process focused on fundamental research and diversified portfolios of equities and fixed income.

Todd Kuen is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Financial Group, and SII Investments, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial. 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 using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

April Hahn is a financial advisor with On Investment Management CO in Appleton, WI, holding a Series 66 designation and 11 years of industry experience. She has worked at The O.N. Equity Sales Company and Wisconsin Financial Group since 2017 and previously at SII Investments, Inc. from 2014 to 2017. Hahn also serves as an office manager at Wisconsin Financial Group, handling office tasks and assisting representatives. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and access to multiple third-party investment platforms, with a mix of discretionary and non-discretionary assets under management.

Samantha Kolb is a Series 65-licensed financial advisor with Johnson Wealth Inc., based in Appleton, WI, and has four years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2023 and previously held roles at The Appleton Group LLC and several other local organizations. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using a proprietary scoring methodology and qualitative framework, offering a range of investment strategies including private investments for qualified clients.