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.

Robert Rivera is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Cetera Advisor Networks, Central Financial States, Capital Credit Union, Principal Financial Services, and Thrivent Investment Management. Rivera is also involved in community activities as a member of the Knights of Columbus and the Prince of Peace Council. 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 a range of investment approaches and access to third-party management programs.

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.

Thomas Coleman is a financial advisor at KCD Financial, Inc. with 35 years of industry experience. He has held his current role since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of a separate insurance business focused on fixed annuity sales. 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 access to third-party management programs, implementing a range of investment strategies tailored to client goals and risk tolerance.

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 credentials and bringing 29 years of industry experience. He has worked with Wisconsin Financial Advisors since 2009 and The O.N. Equity Sales Company and Guardian Life Insurance Company of America since the early 2000s. Outside of advising, he is active in selling life disability insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and access to various third-party investment programs, providing a mix of discretionary and non-discretionary asset management.

Jacob Kercher is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and two years of industry experience. His work history includes roles at Packerland Brokerage Services since 2022, as well as positions at Kwik Trip and Chartwells. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing multiple investment platforms and strategies to meet diverse client needs.

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 over 40 years of industry experience. She has worked at LPL Financial since 2009 and previously at ADVISORS' PRIDE Inc. from 2015 to 2022. In addition to advisory services, she has operated a tax preparation and accounting business since the 1980s. 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 allocating client assets among diversified mutual funds and ETFs, supplemented with individual securities and independent managers.

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 10 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2021, following seven years at Woodbury Financial Services. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting using both direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform.

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.