Deborah Teske is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She has worked at Creative Planning since 2022 and previously spent over two decades at Wipfli, LLP and Wipfli Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a wide range of supplemental investment options and integrated retirement plan services.

Stephanie Lee is a CFP® with five years of industry experience and is affiliated with CWM, LLC. She has worked at Heritage Financial, LLC and CWM, LLC during her career. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Tyler Listle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Brokers International Financial Services, LLC and Secure Retirement Solutions since 2015. Listle also operates Listle Financial and Insurance Services, LLC, which focuses on mutual funds and insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Brianne Burnett is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at Kerberrose Wealth Management, LLC. Outside of her advisory role, Burnett coaches junior varsity volleyball for Green Bay Area Public Schools and is involved with a local volleyball club; she also works as a waitress at Archies Heavenly Spirits. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model connected to Empower’s administrative platforms.

Brooke Reichwald is a CFP® with 13 years of industry experience, currently serving at Kestra Advisory since 2021. Her prior roles include positions at LPL Financial and SII Investments, Inc. She is also a licensed notary public in Green Bay, WI. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Douglas Gjerde is a CFP® with 20 years of experience in the financial services industry. He has been with CWM, LLC since 2018 and previously worked at Cambridge Investment Research Advisors, Inc. and Heritage Financial Partners, LLC, among others. Outside of his advisory role, he serves as president of the Packerland Sunrise Rotary Club and owns a small business managing a building in Green Bay, WI. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, integrating fundamental and technical analysis, third-party sub-advisors, and customization tools.

Erin Johnson is a financial advisor with CWM, LLC holding a ChFC® designation and Series 65 license. Based in Green Bay, WI, Erin has been with CWM, LLC and its affiliate Carson Wealth since 2026 and has nine years of prior experience at Harbor Wealth Management, LLC. She also worked at the University of Wisconsin Eau Claire from 2014 to 2018. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and a range of retirement-plan solutions, utilizing model portfolios overseen by an in-house Investment Committee and combining multiple analytical approaches and customization tools.

Jeremy Weller is a CFP® with 15 years of industry experience, currently advising at CWM, LLC. His prior work includes roles at Cetera Advisor Networks and Cambridge Investment Research. He also serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios guided by an in-house Investment Committee and offers a range of financial planning and retirement services.

Brent Polzin is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. He is currently with Carson Wealth and has previous experience with Harbor Wealth Management LLC and APW Capital, Inc. Outside of his advisory work, he is involved in agriculture as a partner in a cattle-raising business and owns a beef farm where he raises cattle and grows crops. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis with third-party sub-advisors and alternative investments.

Gregory Sporer is a financial advisor with Valic Financial Advisors in Green Bay, WI. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at The Huntington Investment Company, The Huntington National Bank, LPL Financial, and The Prudential Insurance Company of America. Outside of his advisory duties, he is also an agent for Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and uses discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

Lucas Listle is a financial advisor with Integrity Alliance, LLC based in Green Bay, WI, holding a Series 65 designation and seven years of industry experience. He also owns Listle Financial and Retirement Planning, LLC, a bookkeeping business, and teaches a Financial Peace University course at his local church. Prior to joining Integrity Alliance’s network, he worked at Brokers International Financial Services and Secure Retirement Solutions. Integrity Alliance is a large advisor network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third‑party managers through multiple platforms and investment approaches.

Larry Rose is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior work includes roles at Harbor Wealth Management LLC and Comprehensive Asset Management and Servicing, Inc. He serves as treasurer for CASA of Brown County, a nonprofit children's advisory organization. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Matthew Garot is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, having worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Packerland Brokerage Services, Southland Equity Partners, Associated Investment Services, and Associated Bank. He is based in Green Bay, WI. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services.

Nathan Schoenherr is a Series 66-registered financial advisor with six years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at Brokers International Financial Services, Secure Retirement Solutions, and Thrivent Financial. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and multiple program options, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Eric Rueckl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and having nine years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty since 2010. Outside of his advisory role, he serves as a part-time health coach for WW (formerly Weight Watchers), teaching classes on weight loss and healthy lifestyle maintenance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analyses.

Cheryl Moss is a CFP® professional affiliated with CWM, LLC, with 29 years of industry experience. She has worked at Harbor Wealth Management, LLC since 2013 and also has roles at Carson Wealth and CWM, LLC starting in 2026. She owns C.MOSS, LLC, a tax planning and income tax preparation business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a range of services including retirement-plan solutions with fiduciary oversight and custom investment options.

Joanna Robertson is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Bryant University-Boston Institute of Finance and spent 14 years at Downtown Montessori Academy. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs, financial planning, and investment management services.

Christopher Battle is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and possessing 24 years of industry experience. His career includes prior roles at LPL Financial and SII Investments, Inc. He is a co-owner and financial advisor at New Wall Street, LLC, a fee-based advisory firm that also provides retirement plan management and insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors.

Eric Heus is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Harbor Wealth Management LLC since 2010 and held a registered representative role at APW Capital, Inc. Heus is also a member-manager at Harbor Wealth Management, an RIA. Additionally, he has worked as a fixed insurance agent since 1994. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and fiduciary oversight.

Michael Delaney is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Robert W. Baird & Co. for 19 years before joining LPL Financial and Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model that includes representatives dually registered with LPL Financial.