Ryan Geschke is a financial advisor with NewEdge Advisors in Green Bay, WI, holding the Series 66 designation and 18 years of industry experience. His prior work includes roles at GWM Advisors, LPL Financial, Advisors' Pride, and Sii Investments/Nph. Outside of his advisory work, he serves as Vice President and Co-Chair of Abbey Sutherland Volleyball Camps LLC. NewEdge Advisors is a large registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs multiple program structures that integrate both in-house and third-party manager strategies, supported by technology tools and centralized due diligence.

Larry Rose is a financial advisor with CWM, LLC based in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Carson Wealth, Harbor Wealth Management LLC, and Equitable Advisors. Outside of advising, Rose serves as treasurer for CASA of Brown County, a nonprofit organization. CWM, LLC serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services using discretionary model portfolios supported by a dedicated Investment Committee and a range of analytical and customization tools.

Rachel Brown is a CFP® professional with 12 years of industry experience. She is currently an advisor at Hightower Advisors, where she has worked since 2025. Prior to that, she spent 11 years at Financial Planning & Information Services, Inc. Outside of her advisory role, she is involved with Black Puck Realty, LLC, a commercial real estate business that owns the office building used by her previous firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a comprehensive range of portfolio management and financial planning services.

Eric Flick is a CFP® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group from 2015 to 2019. He is involved with College Ready in Green Bay, WI, serving as a board member and treasurer, where he participates in financial oversight and organizational planning. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management with oversight by an internal Investment Committee and offers a range of financial planning and asset management services.

Matthew Garot is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at several firms, including Waddell & Reed, Ameriprise, and Associated Investment Services, before joining Park Avenue Securities and Guardian Life in 2025. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, combining proprietary and third-party strategies.

Andrew Nagan is a CFP® affiliated with Hightower Advisors and has one year of industry experience. Prior to joining Hightower in 2025, he worked for six years at Financial Planning & Information Services and spent thirteen years at Prime Steer Supper Club. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with an emphasis on portfolio construction that incorporates various investment vehicles and strategies.

Griffin Winkowski is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at firms including Orion Portfolio Solutions, Johnson Financial Group, and Interactive Brokers Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach centers on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by educational content, specialized services, and an integrated platform of affiliated service lines.

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.

Jacqueline Lawrence is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hightower Advisors. Her prior roles include positions at Associated Trust Company, Raymond James Financial Services, and THRIVENT Financial. She also held a former agent role at United Healthcare. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and varied investment vehicles.

Lindsey Wetzel is a CFP® professional at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, Lindsey worked at AFI Wealth Strategies and in logistics and dental industries. Mercer Global Advisors serves individuals, families, small business owners, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and specialized programs.

Ryan Wempe is a CFP® professional with 19 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 18 years at Financial Planning and Information Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

Carl Ekstrom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Financial Planning and Information Services Inc., TD Ameritrade, Charles Schwab, Ameriprise Financial Services, and Scottrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a mix of investment vehicles such as mutual funds, ETFs, and alternative investments.

Allison Buchholtz is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Hightower Advisors. Prior to joining Hightower in 2025, she worked in financial planning and information systems from 2021 to 2024 and has experience in both academic and business settings. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction.

Cheryl Moss is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with CWM, LLC and Carson Wealth, having previously worked at Harbor Wealth Management, Midwest Professional Planners, and Equitable Advisors. Outside of her advisory role, 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 large network of advisors. The firm employs a discretionary portfolio management approach utilizing model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Daniel Budinger is a CFP® with 17 years of experience in financial planning, currently serving at Hightower Advisors since 2025. Prior to joining Hightower, he worked at Financial Planning & Information Services for 17 years. Outside of advisory work, he is involved with Black Puck Realty, LLC, a commercial real estate business formed to own a building used by his former firm. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection with multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and customized portfolio construction in its offerings.

Gideon Hicks is a CFP® professional with 11 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Summit Planning Group before joining Wealth Enhancement in 2019. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of financial planning and consulting services.

Joanna Robertson is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bryant University-Boston Institute of Finance and Downtown Montessori Academy. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and consulting services, combining proprietary strategies and third-party models across equity and fixed income portfolios.

Alan Hicks is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group LLC for over 13 years. Outside of advising, he holds a board position as vice president of Brown County Ice Management, overseeing the operations of two local ice rinks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Lee Revolinski is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to joining Wealth Enhancement, he worked at Summit Planning Group LLC for 14 years. He is a board member of the Finance Committee at Bethany Church in Green Bay, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active managers guided by an internal Investment Committee.

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.