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.

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.

Stephen Spence is a CFP® with 30 years of industry experience, currently serving as a financial advisor at NFSG Corporation. His prior experience includes 18 years at U.S. Bancorp Investments, Inc. Outside of his financial career, Spence is active in religious leadership, serving as a pastor and president of the board at New Life Community Church, Inc. and previously at MillCity Assembly of God Church in Neenah, WI. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management with a range of investment instruments and utilizes internal portfolio management as well as third-party asset managers employing various investment styles.

Susan Jansen is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has worked at LPL Financial since 2012 and has also been affiliated with Advisors' Pride Inc. and Gateway Wealth Partners, where she provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

Patricia Blackwell is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. She has been associated with Manulife Asset Management, John Hancock Distributors LLC, and John Hancock since 2013. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software to generate written recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Justin Hammerbeck is a financial advisor at Gateway Wealth Partners, LLC with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. 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 low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.

Drew Krepline is a CFA charterholder and holds a Series 65 license, currently serving as a financial advisor at North Star Asset Management Inc with four years of industry experience. Prior to joining North Star in 2019, he worked at UW Oshkosh for five years. North Star Asset Management, founded in 1996, provides discretionary and non-discretionary investment management and financial planning to individuals, institutional clients, and corporate sponsors. The firm employs a team-based approach with multiple CFA charterholders, focusing on fundamental research and concentrated equity portfolios, managing approximately $3.3 billion in client assets.

Scott Kinderman is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, OSAIC, Woodbury Financial Services, and Cambridge Investment Research Advisors. 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 low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Lindsay Kaminski is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Gateway Wealth Partners, LLC and has previously worked at Merrill, City National Bank, RBC Capital Markets, and Sii Investments. Outside of financial advising, she is the owner of Bell Locksmith LLC, a locksmith business in Wisconsin. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.

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.