Daniel Budinger is a CFP® professional with 16 years of industry experience, currently serving at Hightower Advisors since 2025. Prior to joining Hightower, he spent 17 years at Financial Planning & Information Services. Outside of advisory work, he is involved with Black Puck Realty, LLC, a commercial real estate business primarily focused on owning the office building used by his previous firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, with an emphasis on multi-manager solutions and proprietary research.

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 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.

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.

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.

David Tulig is a CFP®-designated financial advisor with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2019, following six years at Summit Planning Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, emphasizing diversified, risk-class based allocations that combine passive and active management with quantitative, momentum, and fundamental analysis.

Brock Becker is a CFP® professional with four years of industry experience, currently advising at Hightower Advisors. He previously worked at Financial Planning and Information Services, Inc. and Wipfli LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Harrison Prange is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Sovos Compliance. 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 management, supported by an internal Investment Committee and research focused on quantitative and fundamental analysis.

Christopher Schuler is a CFP® professional with 12 years of industry experience. He is currently with CWM, LLC and has previously worked at Cetera Advisor Networks, Heritage Financial Partners, and Cambridge Investment Research. 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 retirement-plan services, using a discretionary, model-portfolio approach combined with fundamental and technical analysis and access to alternative investments.

Nicholas Veras is a financial advisor with CWM, LLC holding a Series 65 credential and two years of industry experience. His prior work history includes positions at Heritage Financial Partners, LLC, AIA Corporation, Wipfli, and Baker Tilly. 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 provides portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing discretionary management with model portfolios and a combination of fundamental and technical analysis.

David Demeuse is a CFP® professional with 26 years of experience in financial advisory services. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. Prior to that, he spent over a decade at Summit Planning Group LLC. Outside of his advisory work, he serves as chairperson of Bethany Church in Green Bay, WI. 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 process combining passive and active managers, supported by an internal Investment Committee and research-driven portfolio management.

Hunter Zick is a financial advisor with Mercer Global Advisors Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Lion Street Financial, Raymond James Financial Services, PFSI Investment Inc., Primerica Financial Services, and positions outside finance at the University of Wisconsin Green Bay and Marathon Cheese Corp. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Robert Hoekstra is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co., Inc. for 16 years. Outside of his advisory role, Hoekstra serves as Treasurer for the Brown County Chapter of the Izaak Walton League and is a Board Member at Large for the Town of Scott Condo Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations using a range of model strategies and advisory programs supported by an Investment Strategy Committee and a combination of custody and clearing services.

Ian Hayward is a financial advisor with CWM, LLC in Green Bay, WI, holding a Series 65 credential. He has professional experience working with Heritage Financial Partners, Fortifi Bank, Bank of the West, and other financial institutions since 2017. 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 retirement-plan solutions, utilizing a discretionary investment approach governed by an in-house Investment Committee and supported by third-party sub-advisors and technology tools.

Sean Liedtky is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise from 2021 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Bernard Van Eperen is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at LPL Financial and SII Investments, Inc. He is also a co-owner and financial advisor at New Wall Street LLC, where he utilizes insurance products as part of his client services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

Ethan Kappers is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he worked in various capacities at Bankers Life Securities, Bankers Life and Casualty, and several other companies across different industries, including founding and operating Kappers' Big Red Barn from 2017 to 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Collin Goldschmidt is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, formerly known as Axa Advisors, and is involved in other business activities including a financial services partnership and serving as secretary for a homeowners association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and providing both advisory and brokerage/insurance services.