Larry Brunette is the sole advisor at LNB Financial LLC, holding Series 63 and Series 66 designations with 13 years of industry experience. His prior roles include positions at Guardian Financial LLC and Cedar Hill Associates. Outside of finance, he is involved in land maintenance through a family business, Brunette Country Estates. LNB Financial LLC manages approximately $37 million in discretionary assets for a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and institutional clients. The firm employs both fundamental and technical analysis to deliver tailored, diversified asset-allocation strategies, incorporating methods such as direct indexing, ESG screening, and cryptocurrency exposure.

Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.

Shaefer Oshefsky is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as the town clerk for Montpelier and owns a timber harvesting business. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, utilizing multiple analytical methods and providing various execution platforms.

Dana Tupper is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Midwestern Securities in 2024, Dana worked eight years at Raymond James Financial Services Advisors Inc. and has been an associate at Bank of Luxemburg since 2016. Dana also serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios, advisory recommendations, and third-party manager platforms in its investment approach.

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. In addition to his role at Midwestern Securities, he serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company serves a wide range of clients including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to model and wrap programs, combining internal discretionary management with third-party platforms and advisory recommendations.

Jacob Rabas is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Thrivent Financial and Uvest Financial Services Group, Inc. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, 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 primarily on a non-discretionary basis via the Envestnet/NFS platform.

Kyle Larson is a CFP®-credentialed financial advisor with seven years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC in Green Bay, WI. His prior roles include positions at LPL Financial, Modern Woodmen of America, and other financial services firms. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by quantitative, momentum, and fundamental analysis.

Mason Schauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement, he worked at Ameriprise and has a diverse background including roles outside finance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Michael Schneider is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes roles at Summit Planning Group, Amerilux International, and Capital Credit Union. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Ryan Geschke is a financial advisor with NewEdge Advisors in Green Bay, WI, holding the Series 66 designation and 18 years of industry experience. His prior work includes roles at GWM Advisors, LPL Financial, Advisors' Pride, and Sii Investments/Nph. Outside of his advisory work, he serves as Vice President and Co-Chair of Abbey Sutherland Volleyball Camps LLC. NewEdge Advisors is a large registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs multiple program structures that integrate both in-house and third-party manager strategies, supported by technology tools and centralized due diligence.

Eric Flick is a CFP® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group from 2015 to 2019. He is involved with College Ready in Green Bay, WI, serving as a board member and treasurer, where he participates in financial oversight and organizational planning. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management with oversight by an internal Investment Committee and offers a range of financial planning and asset management services.

Griffin Winkowski is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at firms including Orion Portfolio Solutions, Johnson Financial Group, and Interactive Brokers Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach centers on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by educational content, specialized services, and an integrated platform of affiliated service lines.

Lindsey Wetzel is a CFP® professional at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, Lindsey worked at AFI Wealth Strategies and in logistics and dental industries. Mercer Global Advisors serves individuals, families, small business owners, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and specialized programs.

Gideon Hicks is a CFP® professional with 11 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Summit Planning Group before joining Wealth Enhancement in 2019. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of financial planning and consulting services.

Alan Hicks is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group LLC for over 13 years. Outside of advising, he holds a board position as vice president of Brown County Ice Management, overseeing the operations of two local ice rinks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Lee Revolinski is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to joining Wealth Enhancement, he worked at Summit Planning Group LLC for 14 years. He is a board member of the Finance Committee at Bethany Church in Green Bay, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active managers guided by an internal Investment Committee.

David Tulig is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services and its predecessor entities since 2013. Tulig’s background includes roles at Summit Planning Group prior to joining Wealth Enhancement. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Harrison Prange is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Sovos Compliance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focused on quantitative and fundamental analysis.

David Demeuse is a CFP® professional with 26 years of experience in financial advisory services. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. Prior to that, he spent over a decade at Summit Planning Group LLC. Outside of his advisory work, he serves as chairperson of Bethany Church in Green Bay, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and research-driven portfolio management.

Hunter Zick is a financial advisor with Mercer Global Advisors Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Lion Street Financial, Raymond James Financial Services, PFSI Investment Inc., Primerica Financial Services, and positions outside finance at the University of Wisconsin Green Bay and Marathon Cheese Corp. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.