David Pentek is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial and SII Investments, Inc. He is also involved as an insurance agent offering Medicare Advantage plans through multiple agencies. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation primarily using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers when appropriate.

Francis Haanen is a financial advisor at O.N. Investment Management Company based in Appleton, WI. He holds a Series 66 designation and has experience working in various roles across multiple industries since 2018. His prior work includes positions at Wisconsin Financial, Dean Distributing, and UWGB. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining third-party discretionary options with adviser-directed managed accounts that include individual stocks, bonds, mutual funds, ETFs, and variable annuity sub-accounts.

Arnold Presser is a financial advisor at Johnson Wealth Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Johnson Wealth Inc. since 2024 and also serves as a full-time portfolio manager at Johnson Bank, where he has worked since 2014. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) plans for airline pilots.

Jeffrey Miles is a financial advisor with LPL Financial in Menasha, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Gateway Financial Partners, Advisors' Pride Inc., SII Investments, and McClone Agency. Outside of his advisory work, he is involved in managing several real estate development and rental entities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Bradley Buchanan is a CFA® charterholder with 28 years of industry experience. He has been with North Star Asset Management Inc in Menasha, WI since 1997. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and foundations. The firm employs a team-based investment process focused on fundamental research and builds diversified portfolios of high-quality equities and investment-grade fixed income assets.

Todd Holden is a financial advisor at Gateway Wealth Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Woodbury Financial and LPL Financial. Outside of advisory work, he owns a snow removal business and a retail fireworks business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating assets among low-cost mutual funds and ETFs while incorporating individual securities and independent managers.

Jonathan Wilburn is a financial advisor at North Star Asset Management Inc in Neenah, WI. He holds a Series 65 designation and has been with North Star since 2023. Prior to joining the firm, he worked in various roles at the University of Wisconsin Oshkosh and the City of Evanston. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on high-quality equities and investment-grade fixed income. The firm is noted for its employee ownership, concentration of professional credentials, and management of approximately $3 billion in discretionary assets.

Randall Schmitz is a CFP® with 40 years of industry experience, currently affiliated with Harbour Investments, Inc. since 1990. He has also been involved with Planning Concepts, Inc. since 1991 and previously worked at Playmates Daycare for ten years. Outside of his advisory role, he is a licensed real estate broker and provides tax preparation services. Harbour Investments, Inc. offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies and provides model-based solutions through a subscription platform.

Steven Lautenschlager is a CFP® professional with 26 years of industry experience, currently serving at Gateway Wealth Partners, LLC. His prior roles include positions at LPL Financial, Securities America, and Dercks, Engels & Lautenschlager. He is also licensed as a non-variable insurance agent. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement consulting, typically allocating assets among diversified mutual funds, ETFs, and individual securities using fundamental and technical analysis.

Gary Roth is a CFP® with 22 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2003. He has been self-employed since 1996, operating an insurance sales business offering life, health, fixed and equity indexed annuities, long-term care, and property and casualty products. Roth also assists with tax return preparation on a limited basis. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers, managing over $900 million in client assets.

Christopher Moss is a CFA® charterholder with over 31 years of experience in the financial industry. He is a principal at CliftonLarsonAllen LLP and has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Appleton, WI, he holds the Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, delivering investment solutions through strategic asset allocation and multidisciplinary planning supported by its parent firm’s professionals.

Kerry Davis is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked continuously since 1993 at both Harbour Investments and Planning Concepts Inc. Outside of his advisory role, Davis is also an independent insurance agent and involved with Gasman Enterprises. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized strategies across a variety of investment vehicles and offers model-based solutions through a subscription platform.

Callee Berry is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and experience dating back to 2017 in various roles including financial services and education. Prior to joining Harbour Investments, Berry worked at Keystone Financial, Fox Communities Credit Union, and Loft. Harbour Investments serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering customized portfolio management and financial planning using a combination of fundamental and technical analysis across multiple investment vehicles.

Marcus Medema is a financial advisor at NorthRock Partners, LLC in Appleton, WI, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sixt and BakerTilly. 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 emphasizing broad asset allocation, diversification, periodic rebalancing, and integration of private market allocations, supported by AI-driven tools and human oversight.

Alex Brusda is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He has been with North Star Asset Management Inc in Neenah, WI since 2015. 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 equities and fixed income. The firm is employee- and former-employee-owned, manages approximately $3 billion in assets, and maintains a high concentration of credentialed staff.

Michael Hall is a financial advisor at Gateway Wealth Partners, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, Gradient Securities, and he has operated Hall Financial Group since 2009. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm utilizes a strategic asset allocation approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Geoffry Penn is a CFA® charterholder with 29 years of industry experience. He has been with North Star Asset Management Inc. since 1996 and also has a long tenure at Associated Bank beginning in 1993. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and endowments. The firm employs a team-based investment process focused on fundamental research and dividend-discount valuation to build diversified portfolios of consistent-growth equities and investment-grade fixed income.

Christopher Mccaman is a CFP® and CFA® charterholder with 23 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial and Raymond James Financial Services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating assets among diversified mutual funds, ETFs, individual securities, and independent managers using fundamental and technical analysis.

Bart Landsverk is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at LPL Financial, Advisors' Pride, Inc., and The Huntington Investment Company. Outside of his advisory work, he has been involved with the Whitetail Institute since 1997. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach that includes low-cost mutual funds and ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of December 31, 2025.

Shana Keil is a financial advisor with Private Client Services, LLC in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at SII Investments, Inc and Investment Centers of America, with tenures spanning from 2000 to 2018 before joining her current firm in 2018. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.