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.

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Mark Albers is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal advisor at Verus Wealth Management, an independent firm he has been with since 2022. His prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, Wipfli Financial Advisors, and Hewins Financial Advisors. Verus Wealth Management provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, donor-advised funds, and small businesses. The firm employs a portfolio approach based on modern portfolio theory and asset allocation, often emphasizing passive index funds and ETFs, and offers discretionary management with a range of custodial platforms supporting margin lending.

Jasen Benton is a financial advisor at OneLegacy Advisors, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services industry since 2010, including over a decade at Protective Financial Services, LLC. Benton is also a licensed insurance agent and occasionally offers clients advice or products related to insurance. OneLegacy Advisors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating multiple analysis methods and trading strategies, with a focus on documented client risk tolerances and regular portfolio monitoring.

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.

Carter Rivers is a financial advisor at Cornerstone Financial Consulting, LLC in Depere, WI, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Summit Accounting & Tax LLC and Kevin Cain & Associates, CPAs, LLC. Rivers has also worked in various non-financial positions while completing his education. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred client relationships.

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.

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.

Walter Kowalczyk is a financial advisor at Cornerstone Financial Consulting, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Ausdal Financial Partners, Inc. and several Cornerstone-affiliated entities. Outside of his advisory role, he is the founder of Clear Mission Networking, a faith-based business networking and Bible study group, and of SportsFaith, an online magazine sharing gospel stories and interviews. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred clients.

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 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.

Sam Wisneski is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and began his career there as a Financial Representative in 2023. In his current role, Sam and his team focus on understanding clients' priorities to provide tailored financial support, including creating financial roadmaps and offering perspectives on existing strategies. Outside of his professional responsibilities, Sam enjoys playing golf and pickleball. He also spends time visiting family in Green Bay.

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.

James Alberts is a financial advisor with N.E.W. Advisory Services, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Woodbury Financial for 18 years and is the owner of Alberts CPA and Associates, LLC, a separate accounting business he has operated since 1998. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans with asset management, financial planning, and fiduciary services. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, using customized model portfolios and a combination of fundamental, technical, and economic analysis.

Riley Siltman is a CFP® with two years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His background includes roles at Hermsen Wealth Management LLC, Geneos Wealth Management Inc, and Nicolet Wealth Management, among others. He is also a notary public. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans by providing asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm employs a long-term investment approach using model portfolios mainly composed of mutual funds and ETFs, with discretionary and non-discretionary portfolio management alongside standalone planning engagements.

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.

Daniel Wotruba is a financial advisor at KerberRose Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KerberRose since 2019. Prior to that, he was with Associated Trust Company for 10 years and Schenck Investment Solutions LLC for one year. Outside of his advisory work, he consults for the Einstein Project, a nonprofit introducing students to STEM activities. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management and financial planning using diversified, asset-allocation models, and provides a range of services including institutional retirement plan advisory and comprehensive financial planning.

Peter Johnson is a financial advisor with N.E.W. Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at Robert W Baird & Co., Inc. and Northwestern Mutual. Johnson currently operates under Johnson Wealth Planning LLC in addition to his advisory work. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocations using model portfolios and provides ongoing monitoring, with a focus on a long-term investment approach complemented by active trading capabilities.