Justin Zoromski is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Advisors' Pride Inc., LPL Financial, Great Valley Advisor Group, and WOITA & Associates. Outside of advising, he founded Spark Marketing, a home-based marketing company. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing over $1.25 billion in assets as of the end of 2024.

David Hackfort is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at North Star Asset Management Inc in Neenah, WI. He has been with North Star since 2007. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income.

Nathaniel Penn is a financial advisor at North Star Asset Management Inc. with a Series 65 credential and four years of industry experience. He has worked at North Star Asset Management since 2020 and previously was employed at Heartland Advisors from 2017 to 2020. North Star Asset Management provides discretionary and non-discretionary portfolio management services to individual and institutional clients. The firm employs a team-based investment approach focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income.

Rachel Smith is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at RBC Capital Markets, Ameriprise Financial Services, and Securities America. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, and independent managers, while integrating private market investments and using AI-driven tools alongside human oversight.

Kalon Dvorak is a financial advisor at IAMS Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dvorak Wealth Management and the University of Wisconsin-Milwaukee. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm uses discretionary portfolio management with model-based strategies, incorporating a broad range of investment instruments and operational practices such as AI tools for research and meeting transcription.

Kyle Tripp is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding the CFP®, CFA®, and Series 65 designations with 17 years of industry experience. He has worked at Johnson Wealth Inc. since 2016 and has been a Senior Vice President Wealth Portfolio Manager at Johnson Bank since 2014. 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 proprietary methodologies, and it offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Kevin Tobak is a financial advisor with Harbour Investments, Inc. in Appleton, WI. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Since 1999, he has been associated with both Harbour Investments and Planning Concepts. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Andrea Zoeller is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. She is active in her community as a board member and committee chair for the De Pere Area Chamber of Commerce, organizing volunteer activities for youth. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy implemented through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Dylan Miles is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Dreyer Wealth Management, Stifel, and National Life Group. In addition to his advisory role, he is independently licensed as an insurance agent. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Mark Reilly is a financial advisor at North Star Asset Management Inc with 26 years of industry experience. He has been with North Star since 2006 and holds Series 63 and Series 65 licenses. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, and foundations. The firm employs a team-based investment approach focused on proprietary fundamental research to build diversified portfolios of high-quality equities and investment-grade fixed income.

Benjamin Van Handel is a CFA® charterholder with 10 years of industry experience. He has been with North Star Asset Management Inc. since 2013. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients. The firm’s team-based investment process relies on proprietary fundamental research to construct diversified portfolios of high-quality equities and investment-grade fixed income, managing approximately $3 billion in discretionary assets.

Jill Batley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Advisors' Pride and Paul R. Hoffman & Company, as well as an affiliation with LPL Financial. Gateway Wealth Partners provides 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, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of year-end 2024.

William Harrington is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2019 and was previously with Nepsis Advisory Services, Inc. for six years. Harrington is also involved in insurance sales, including fixed and equity-indexed annuities and asset-based long-term care products. 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, retirement-plan consulting, and access to third-party money managers using a variety of investment platforms and account structures.

Joseph Maestas is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Avaii Wealth Management, LLC, DWC - The 401(k) Experts, FuturePlan by Ascensus, and Qualified Pension Services, Inc. He is a dual employee of Johnson Wealth Inc. and Johnson Bank, where he also serves as a Retirement Plan Services Advisor. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

John Keller is a financial advisor at Johnson Wealth Inc. with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Johnson Wealth since 2017. Keller also serves as a Senior Vice President Wealth Advisor at Johnson Bank, where he manages client relationships in addition to his role at Johnson Wealth. Johnson Wealth Inc. is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

William Morrison is a CFP® and CFA® with seven years of industry experience. He currently works at Merit Financial Advisors and has previously been affiliated with PKS Investments, Cambridge Investment Research Advisors, Rooted Planning Group, and Carl M. Hennig, Inc. Additionally, he serves as a Teaching Assistant Professor at the University of Wisconsin Oshkosh, where he teaches courses on finance, investments, and student-managed endowments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Jo Anna Guinn is a financial advisor at Associated Investment Services, Inc. in Appleton, WI, with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Associated Investment Services since 2017, following five years at SII Investments. Outside of finance, she performs as part of a singing duo called The Moonlighters. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm employs model portfolio and separately managed account programs through third-party managers and affiliated firms, delivering primarily non-discretionary investment management supported by its affiliation with Associated Banc-Corp and related entities.

Sydney Thompson is a financial advisor with Merit Financial Advisors in De Pere, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Merit, Thompson worked at PKS Investments and LPL Financial, among other firms. Outside of finance, Thompson serves as head coach for the Panthers 17 Black volleyball team at One Wisconsin Volleyball Club. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Brandon Slowiak is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gateway Wealth Partners and LPL Financial since 2022. His prior experience includes roles at Wausau Tax and Accounting, Linetec, and Parker Hannifin. 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, alongside individual securities and Independent Managers when appropriate.

Michael Kitzman is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial, Advisor's Pride, and SII Investments, Inc. He has been involved in providing administrative support for independent investment advisory firms, including Advisors' Pride and Gateway Wealth Partners. 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’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.