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.

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Duane McVane is a Series 65-licensed financial advisor based in Green Bay, WI, currently operating Epiphany Health & Wealth. He has prior experience with Neighbors Insurance Group, Bankers Life & Casualty, and Holweg Weber. Epiphany Health & Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and related services including insurance review and health coaching. The firm employs a diverse investment approach incorporating multiple analytic techniques and maintains a long-term trading orientation.

Nathan Barington is the founder and sole advisor of Barington Capital Management, LLC in Green Bay, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

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.

Mark Flatow is a CFA® charterholder with 19 years of industry experience, currently serving as the sole advisor at Revise Capital LLC. His prior roles include positions at Drake & Associates, Inscription Family Office, Inscription Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. In addition to his advisory work, he is a portfolio manager at Associated Bank’s Trust Company. Revise Capital LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages its own pooled investment vehicle. The firm employs a combination of quantitative, fundamental, technical, and charting analysis, with strategies including margin and options trading, and conducts monthly account reviews.

John Kopp is a financial advisor at Kopp Financial with 12 years of industry experience and holds a Series 65 designation. He also works full time as the Director of Enterprise Applications at Northeast Wisconsin Technical College, an IT management role unrelated to investment advising. Prior to this, he worked at Ellucian for six years. Kopp Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios with a preference for low-cost index-style investments and fundamental analysis, tailoring strategies to clients’ risk tolerance, income needs, and time horizons.

Francisco Rosales is a financial advisor at Rosales Wealth Management LLC in Green Bay, WI, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Safeguard Wealth Management, Bank of America, Merrill, and Edward Jones. Rosales is also a licensed insurance agent. Rosales Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, combining fundamental and technical analysis with a long-term trading approach. The firm offers tailored investment strategies and incorporates insurance and annuity products as part of its offerings.

David Counihan is a financial advisor with Vestura, LLC, holding a Series 65 designation and six years of industry experience. He has been with Vestura since 2012. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and charting analysis alongside long-term and short-term trading strategies, including alternative investments.

Jose Sosa Vazquez is a financial advisor with Vestura, LLC in Hobart, WI. He holds a Series 65 designation and has been with Vestura since 2025. His career includes roles in educational and credit union settings, including Providence Academy, Wauna Federal Credit Union, and Astoria High School. Vestura, LLC provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment approach and manages client assets under discretionary authority.

William Chambers is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is a principal at Chambers Financial Group, LLC, where he has worked since 2018, following seven years at Packerland Brokerage Services Inc. Outside of his advisory role, Chambers is involved in several business ventures, including hotel management partnerships and land development enterprises in Green Bay, Wisconsin. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households, managing approximately $43.5 million in client assets. The firm’s investment approach is tailored to client-specific objectives and risk tolerance, employing various strategies such as asset allocation and technical analysis, and offers both discretionary and non-discretionary advisory relationships.

Patrick Stoa is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He currently serves at Macco Financial Group, Inc. after spending a decade with Raymond James Financial Services. Outside of his advisory role, he is involved as a business advisor and investor in a local mini golf venture. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios using low-cost mutual funds and ETFs, combined with fundamental and technical analysis, maintaining a primarily long-term investment approach.

Michael Macco is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Macco Financial Group, Inc. in Green Bay, WI, where he has worked since 2025 after spending 17 years at Raymond James Financial Services. Outside of advising, he is involved as a business advisor and investor in a local mini golf enterprise. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios with a mix of low-cost mutual funds, ETFs, individual securities, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Jared Bowers is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Vestura, LLC since 2016. He has prior experience at Avalon Capital Group dating back to 2011. Outside of his advisory work, he is a co-owner and officer of Bluestem LLC, a small business producing a cattle grafting product called MotherUp. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment process, employing both long-term and short-term strategies across a variety of asset types.

Morgan Cain is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Macco Financial Group, Inc. in Green Bay, WI. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and the United States Marine Corps. Macco Financial Group is a fee-based wealth management firm that provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and trusts. The firm employs customized model portfolios focused on low-cost mutual funds and ETFs, with a combination of fundamental and technical analysis to guide investment decisions.

Jason Perkins is a CFP® professional with 19 years of industry experience, currently serving at Vestura, LLC since 2007. He holds Series 63 and Series 65 licenses and operates out of Hobart, Wisconsin. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combined approach of fundamental, technical, and charting analysis, managing client assets internally with typically a $5 million account minimum.

Wendy Loch is a CFP® with 21 years of industry experience, currently serving as an advisor at Chambers Financial Group, LLC. She has worked at Chambers Financial Group since 2007 and previously spent seven years at Packerland Brokerage Services Inc. Outside of her advisory role, Loch is involved in hospitality through membership in two hotel-related entities. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households. The firm’s investment approach is tailored to client-specific objectives, time horizons, and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging.

Andrew Froelich is a CFP® with nine years of industry experience, currently serving as an advisor at Macco Financial Group, Inc. Prior to joining Macco Financial Group, he worked at Raymond James Financial Services from 2016 to 2025. Outside of his advisory role, Froelich is involved as a member of S&E Mini Golf LLC, where he assists with bookkeeping and business operations. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a long-term orientation while allowing discretion for shorter-term trades.

Andrew Hermsen is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Hermsen Wealth Management LLC since 2018 and has been associated with N.E.W. Advisory Services and Geneos Wealth Management Inc. since 2017. Outside of advisory roles, he is involved in several commercial real estate ventures. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans through asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by individual stocks, bonds, and options, and maintains a long-term investment approach informed by fundamental, technical, and economic analysis.

Logan Rueckl is a financial advisor at Strive Financial Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Strive, he held roles at Morgan Stanley Private Bank, Morgan Stanley, and Matrix Sciences. Strive Financial Group is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis to manage portfolios across various strategies, conducting regular reviews and portfolio rebalancing.