David Horn is the principal of Fiduciary Insight, LLC, an independent firm based in Suamico, WI. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial services industry, including prior roles at Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales. Fiduciary Insight provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored strategies based on client goals and risk tolerances. The firm also delivers retirement plan consulting and manages approximately $20 million in discretionary assets, employing a variety of investment approaches and regular account reviews.

Ronald Blasczyk is a financial advisor with RB Investment Management Inc. in Little Suamico, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. Prior to founding RB Investment Management in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Advisors for a combined 11 years. RB Investment Management Inc. provides discretionary asset management and standalone financial planning services to individuals and trusts, managing approximately $11.5 million for about two dozen clients. The firm offers customized portfolios using a range of asset allocation strategies and employs multiple analysis methods while assisting clients with selecting and monitoring third-party money managers.

Nicholas Letter is a financial advisor at Advisors Management Group Inc with 19 years of industry experience. He holds a Series 66 designation and has been with Advisors Management Group since 2013. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm employs a diversified, model-based investment approach and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside its advisory offerings.

Rebecca Agamaite is a financial advisor with Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation and 19 years of industry experience. She has been with Advisors Management Group since 2011. Advisors Management Group, Inc. provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll, alongside advisory services.

Steven Effert is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Trustmont in 2020, he worked at Securities Service Network, Inc. from 2016 to 2020. Effert serves as treasurer for N.E.W. New Near North Club, a nonprofit supporting natural resource protection through outdoor activities. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion, offering discretionary portfolio management as well as access to third-party managers and brokerage products.

James Czubek is a financial advisor at Associated Investment Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Associated Investment Services since 2019, following 15 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with approximately $1.169 billion in regulatory assets under management.

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.

Ross Farley is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at C.H. Robinson for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Jonathan Schweiger is a financial advisor with Edward Jones in Suamico, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is involved in music as a singer and songwriter with Spirit in the Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Chris Thelen is a financial advisor with LPL Financial in Green Bay, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Fox Communities Credit Union, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. He is currently associated with Fox Communities Credit Union Investment Services in conjunction with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ted Matuszak is a financial advisor with LPL Financial in Pulaski, Wisconsin, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Denmark State Bank, Wells Fargo Clearing, and Edward Jones. Outside of advising, he has worked as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Ilya Dayter is a Senior Financial Advisor at Merrill Lynch Wealth Management in Green Bay, Wisconsin. He serves a diverse clientele across the country, including business owners, entrepreneurs, corporate executives, and individuals seeking to manage and grow their wealth effectively. Ilya's advisory approach emphasizes understanding clients’ financial situations, goals, and challenges to develop tailored wealth management strategies. He specializes in employee benefits for businesses, trust and wealth transfer planning for families, and exit planning, frequently collaborating with clients' legal and accounting advisors to integrate various financial aspects. Before entering financial services, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles including Air Force Coalition Coordinator in Kyrgyzstan. He holds a Bachelor's Degree from Chapman University and has earned several professional designations: Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Retirement Accredited Financial Advisor (RAFA). Ilya is actively involved in his community, serving on the Police and Fire Commission for the Village of Howard, previously presiding over the Howard Suamico Business & Professional Association, and participating in groups such as the Bank of America Military Support & Assistance Group and the Northeast Wisconsin Veterans Alliance. He is bilingual in English and Russian. Outside of work, Ilya enjoys spending time with his family, as well as activities including gardening, golfing, pickleball, scuba diving, skiing, tennis, and traveling.

Matthew Mc Kelvey is a financial advisor with LPL Financial holding a Series 66 designation and 8 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Premier Community Bank. He also serves as a notary in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with account management by investment adviser representatives who use a variety of investment strategies.

Jeffrey Just is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 15 years. He also owns and operates J Just Investments, an insurance sales and service business. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment portfolios.

Karen De Baker is a CFP®-certified financial advisor with 11 years of industry experience, currently with Ameriprise since 2024. She previously worked at Raymond James Financial Services and Edward Jones. Outside of advising, she is co-owner of Knotted Chain, LLC, a retail business in Suamico, WI. Ameriprise offers retirement-income planning services tailored to clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Christopher Kwilinski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Kwilinski has been with various Raymond James entities since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced modeling tools, while also supporting municipal finance through a unique affiliation with a municipal advisor.

Lee Schram is a Series 66-licensed financial advisor with Edward Jones in Suamico, WI. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Trevor Zellmer is a financial advisor at Edward Jones in Suamico, WI, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Associated Investment Services, Inc., Midwest Professional Planners, Ltd, and Illinois State University, as well as experience outside finance with Double Z Trucking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Russell Winkler is a Series 66–licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mason Hoffman is a Series 66 credentialed financial advisor with Edward Jones in Pulaski, WI, with two years of industry experience. His prior work experience includes roles in education with several school districts and operational roles at Culligan Water. Outside of his advisory role, he has worked in water delivery services with Culligan Water. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Candice Baumler is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2001. Outside of advising, she is involved in local business ventures including co-ownership of a restaurant and bar in Green Bay, Wisconsin, and serves as an assistant volleyball coach for a youth club. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver tailored, research-driven retirement income recommendations.