Eric Heus is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Harbor Wealth Management LLC and APW Capital, Inc., each for 16 years, and spent eight years with Equitable Advisors. In addition to his advisory role, he has experience as a registered representative and a fixed insurance agent. 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 portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Thomas Beno Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Wealth Watch Advisors, LLC and Cambridge Investment Research Advisors, as well as operating independently since 2009. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers services through a broad network of affiliated advisors.

David Tulig is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services and its predecessor entities since 2013. Tulig’s background includes roles at Summit Planning Group prior to joining Wealth Enhancement. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

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.

Michael Kresl is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group, Packerland Brokerage Services, Anico Financial Services, and American National Insurance Company. In addition to his advisory role, Kresl is a Certified Public Accountant involved in tax return preparation and agency work in fixed insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, serving clients through a network of investment adviser representatives.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 16 years before joining Benjamin F. Edwards in 2022. Hoekstra serves as treasurer of the Brown County Chapter Izaak Walton League, an organization focused on natural resource conservation and youth outdoor education. 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 and brokerage services, including discretionary and non-discretionary managed solutions that utilize both proprietary strategies and third-party model portfolios.

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, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, Llc. Outside of advising, he is a partner in Voyageur Financial Group, LLC, and serves as secretary for the Mason Ridge Homeowners Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a range of investment models, often implemented through third-party managers, and offers ERISA fiduciary services for qualified plans.

Jennifer Carr is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services LLC and Associated Investment Services, Inc. Outside of her financial advisory role, she is involved in several community and service activities, including working as a beauty consultant, serving at local restaurants and event venues, assisting elderly and disabled individuals, and volunteering at a religious institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing both in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and integrated services.

Samuel Timmerman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2017. Outside of his advisory role, he owns and operates a business selling collectibles and video games. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Richard Vezina is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has previously worked at Merrill, Bank of America, and City National Bank. Outside of his advisory role, he is involved in several business activities including managing LLCs related to real estate holdings and aircraft ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers customized investment strategies and advisory programs, utilizing both in-house and third-party managers to tailor portfolios according to client risk profiles.

Polly Roeser is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She previously worked at Merrill from 2012 to 2020 before joining RBC Capital Markets in 2020. Outside of her advisory role, she serves as an election day volunteer in the City of Green Bay Clerk's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.