Anthony Krance is a CFP® professional with 17 years of experience in financial advising. He is the principal of Circle R Wealth LLC, an independent firm he has led since 2009. In addition to his advisory role, he operates a sole proprietorship that provides insurance products and services. Circle R Wealth LLC offers asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing various strategies including model portfolios through third-party managers, with most client assets managed on a non-discretionary basis.

David Jones is a financial advisor at D & G Advisory Group, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at FSC Securities Corporation and Osaic Wealth, Inc. prior to his current role. D & G Advisory Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment account management and comprehensive financial planning services, employing a long-term, value-oriented investment approach with actively managed portfolios across various asset classes.

Gail Jones is a financial advisor at D & G Advisory Group, L.L.C. with five years of industry experience. She holds a Series 65 designation and has been with D & G Advisory since 2011. D & G Advisory Group serves individual and high-net-worth clients as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment management and comprehensive financial planning, employing a long-term, value-oriented investment approach with active portfolio management and regular reviews.

Steven Westenberg is a financial advisor at Packerland Brokerage Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 1995. Outside of advising, he serves on Packerland Brokerage’s Board of Directors. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of account management options and manages approximately $909 million in client assets.

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Vincent Baron is a financial advisor at Gateway Wealth Partners, LLC with a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is active as a guitarist and band manager. 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 utilizing low-cost mutual funds and ETFs, complemented by individual securities and independent managers.

Brian Tupper is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior roles include positions at American Portfolios, Mass Mutual, and OSAIC. Outside of advisory work, he serves as Vice President of Weathervane Property, managing a commercial office building. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies delivered on both discretionary and non-discretionary bases.

John Cox is a financial advisor at Global View Capital Management LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at firms including PFS Investments, Primerica Financial Services, and Modern Woodmen of America. Outside of finance, he owns and operates C&M Power Washing LLC. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach supported by proprietary algorithmic research and offers a range of managed account programs as well as a low-cost ETF-only option.

Tyler Degeneffe is a CFP® and ChFC® with 20 years of industry experience. He is affiliated with Equity Services, Inc. and has prior experience with National Life Group, Mass Mutual, and MetLife. He serves as a member of the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Edward Degeneffe is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Peshtigo, WI, holding Series 65 and Series 63 licenses and with 15 years of industry experience. His career includes roles at National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is co-owner and CFO of Midwest Insurance Solutions, LLC, a Medicare and health insurance business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Jennifer Grant is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 designation. She has 12 years of industry experience, including roles at Merrill Lynch, Pierce, Fenner & Smith Inc., and several firms owned or operated by herself. Grant serves as an alderman on the Green Bay City Council. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Michael Flannery is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017 and Investment Centers of America since 2015. He also serves as a fiduciary manager for First National Bank & Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research from multiple sources.

Tanessa Klug is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held a position at the Medical College of Wisconsin from 2014 to 2019. Klug serves as President of the Board for the Northeast Wisconsin Technical College Educational Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeremy Bartels is a CFP® professional with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United HealthCare from 2013 to 2017. He is based in Marinette, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Ethan Linstad is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Edward Jones since 2019, following roles at Pharmaceutical Product Development and the University of Illinois at Chicago. Ethan is based in Menominee, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains one of the largest networks of financial advisors and branch offices in the industry.

Curtis Kuchenberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include a position at Northwestern Mutual and experience outside of finance at Great North Auto Wash and White's Grocery. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Messer is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses, bringing 36 years of industry experience. He has held various roles in insurance and financial services firms and is co-owner of Evolve Financial Advisors. Messer has leadership responsibilities in several insurance agencies and financial management companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with a variety of program options and affiliated resources.

Dina Loomis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and nine years of industry experience. She has worked with Stephenson National Bank and Trust for ten years alongside her advisory roles. Additionally, Dina serves as a Wisconsin Notary Public and is involved with Stephenson Financial Services as an insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing various portfolio management approaches and platform arrangements.

Alan Dewitt is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Dewitt is also involved with JC Beck Enterprises LLC, advising clients and managing an advisory business in Menominee, Michigan. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Klug is a financial advisor with Edward Jones in Marinette, WI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Pulaski Area Swim Club and a Remote Operations Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Stephen Gustman is a Series 66 registered advisor with Cetera who has 14 years of industry experience. He previously worked with Voya Financial Advisors from 2014 to 2021 before joining Cetera Wealth Services, LLC, and subsequently Cetera. Outside of his advisory role, he is involved as an independent insurance agent and serves as managing partner of a holding company focused on paperwork and accounting for DST acquisitions facilitating 1031 exchanges. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions, including access to third-party money managers and model portfolios.

Cynthia Gustafson is a financial advisor with LPL Financial who holds the ChFC® designation and has 30 years of industry experience. She has been with LPL Financial since 2017 and previously worked at Investment Centers of America from 2010 to 2017. Gustafson also serves as a trust and investment administrator at First National Trust & Investment Management, where she is responsible for clerical, marketing, and relationship management functions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

Jody Van Laanen is a financial advisor at Edward Jones in Menominee, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jody worked at Stryker Orthopedics for seven years and Great Lakes Orthopedics (Arthrex) for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Leigh Howell is a financial advisor with Ameriprise in Menominee, MI, holding a Series 66 designation and 15 years of industry experience. Howell has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with a focus on clients maintaining assets in Ameriprise-managed accounts.

Mitchell Banaszak is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and Richey May & Co., as well as entrepreneurial activities with Absolute Tree Care. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jay Kramer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cetera Wealth Services since 2016 and joined Cetera in 2023. Outside of advisory work, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Kody Klumb is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and its affiliated entities since 2021 and previously at Voya Financial Advisors and Marinette Insurance. Outside of advising, Klumb is involved in insurance sales, focusing on life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by a large network of over 10,000 advisors managing more than $256 billion in assets.

Justin Oberg is a financial advisor with Edward Jones in Peshtigo, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved in managing a rental property in Peshtigo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Nicole Ehlert is a financial advisor with Ameriprise in Menominee, MI, holding a Series 66 designation and one year of industry experience. Her prior work history includes positions at CASA, Flagstar Bank, and Wells Fargo. She is a W-2 employee managing an advisory business through JC Beck Enterprise LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Brian Sabel is a Series 66 licensed financial advisor with Edward Jones in Peshtigo, WI, where he has worked since 2018. He has seven years of industry experience, including prior roles at ABC Supply Co Inc and Midwest Moulding and Door Inc. Outside of his financial advisory work, he serves as the Budget and Finance Chairperson for the Peshtigo Area Chamber of Commerce, preparing quarterly and annual reports. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Paul Aftanas is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and Series 66 designations. He has 23 years of industry experience, including roles at LPL Financial and Stephenson National Bank & Trust, where he currently serves as a Relationship Manager. His background also includes work as an independent insurance agent and financial professional under the Stephenson Financial Services name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary models and unaffiliated strategists with flexible custodial and platform arrangements.

Jordan Beck is a financial advisor with Ameriprise, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Beck is involved in managing multiple business enterprises related to staffing, compliance, and real estate operations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ian Wetzel is a financial advisor with Edward Jones in Menominee, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018. Prior to that, he held positions in Outagamie County and Waupaca County and was involved with Sai Ram Indian Cuisine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Heling is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He has roles as a volleyball official for the School District of Bonduel and as a referee for Wolf River Lutheran High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Brooke Rose is a financial advisor with Ameriprise in Marinette, WI, holding a Series 66 designation and eight years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate personalized recommendations, primarily for clients with assets managed within Ameriprise accounts.

Kyle Klumb is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His career includes roles at Cetera Wealth Services, Voya Financial Advisors, and Marinette Insurance, where he has also been an insurance agent selling life, health, disability, annuities, and long-term care products. Klumb has experience in both insurance sales and financial advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party money managers.