Lawrence Mroczkowski is a financial advisor at Valley Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Verve Wealth Management, LPL Financial, and Citizens First Credit Union. Mroczkowski operates an independent advisory firm based in Oshkosh, WI. Valley Wealth Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a discretionary investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs, and serves a notably large client base including corporate clients.

Kim Molitor is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, Wisconsin, holding a Series 65 designation with 12 years of industry experience. She has been with Windward Wealth Strategies since 2015. Outside of her advisory role, Molitor serves as Vice President of Fox Valley Pro Basketball, Inc., an organization involved in the development of a local basketball arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for about 81 clients, including individuals, corporations, pension and profit-sharing plans, municipalities, foundations, trusts, and pooled vehicles. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis across various asset classes and alternative investments.

Gregory Pierce is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, WI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windward Wealth Strategies since 2015. Outside of his advisory role, he serves as president of Fox Valley Pro Basketball, Inc., an organization involved in developing a local sports arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for a diverse client base that includes individuals, corporations, pension plans, municipalities, and foundations. The firm offers discretionary portfolio management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across various asset classes, including alternative investments and private placements.

Julie Endicott is a financial advisor with LVZ, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her prior work includes roles at Keystone Financial Group and Harbour Investments, Inc. Endicott is also an insurance agent. LVZ, Inc. manages approximately $1.125 billion in assets across over 2,400 client relationships through a team of 17 advisors. The firm provides investment management, financial planning, and consulting services to a diverse client base, employing a variety of portfolio styles and combining fundamental and technical analysis within a top-down framework.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.

Benedict Schneider II is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Packerland since 1997 and also operates Schneider Financial Corp. Outside of his advisory work, he is involved in managing rental properties. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory services delivered through a variety of platforms including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Glenn Nelson Jr. is a financial advisor with Hornor, Townsend & Kent, LLC who holds the ChFC® designation and has 38 years of industry experience. He has been affiliated with Penn Mutual Life Insurance and Hornor Townsend & Kent since 2011. Nelson serves on the board of directors for the Evergreen Foundation, which supports Evergreen Retirement Communities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing billions in client assets through a combination of discretionary and non-discretionary account options.

Paul Behnke is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and has been a high school football coach at Lourdes Academy since 1997. He also serves on the board of Winnegamie Home Builders, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses a combination of firm- and third-party models to develop client strategies, offering financial planning and portfolio management through multiple platforms and programs.

Christine Otte is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Oshkosh, WI. She has professional experience spanning several years, including roles at Bowman & Company S.C. dba AEGIS Financial from 2015 to 2025 before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2026. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process blending passive and active managers, overseen by an internal Investment Committee.

Brian Rickert is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Brian also serves as a Unit Field Trainer and insurance agent, recruiting and training insurance agents and assisting clients with life and health insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Michael Scott is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP®, ChFC®, and Series 66 designations and having 24 years of industry experience. He has worked at Independence Financial and Penn Mutual Life Insurance Company since 2002. Scott serves as a board member on the National Advisory Council for Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, brokerage capabilities, and investment advice through a platform that includes third-party asset manager relationships and a combination of discretionary and non-discretionary account options.

Robert Maki is a financial advisor with Bankers Life Advisory Services, Inc. in Oshkosh, WI, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2012, including roles in insurance sales and team management. Outside of finance, Maki owns and operates the Oshkosh Karate Club. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting services primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.

Wendy Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Private Wealth Management Group, Thrivent Financial, and Bowman & Company, S.C. DBA AEGIS Financial. 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 regulatory assets under management through a large advisor network, employing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Michael Nordmann is a CFP® professional with 13 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He previously worked at Maner Wealth LLC and Securities America Advisors among other firms. Nordmann serves as an adjunct board member for Valley Christian School in Oshkosh, WI. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of the end of 2025.

James Ziebarth is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Ziebarth has worked at Infinex Investments, Inc. since 2011 and at Fox Valley Savings Bank since 1998, where he also serves as a vice president and officer involved in fixed insurance sales and various investment committees. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals—including high-net-worth clients—ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory and financial planning services through a network of investment adviser representatives, combining adviser and broker-dealer functions with access to alternative investments and lending solutions.

Vincent Moore is a financial advisor at Edward Jones with 23 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brian Petersen is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, since 2007. In addition to his advisory role, he serves as a Pastoral Transition Coordinator at Converge Great Lakes, a religious organization. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Benjamin Tompkins is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Woodbury Financial Services Inc. and Regal Investment Advisors, LLC. Tompkins also operates a sole proprietorship focused on life insurance and fixed annuities. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios, supporting both discretionary and non-discretionary management approaches.

David Shattuck is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Thrivent since 2004. Outside of advising, he manages a small business that owns a building in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

David Stone is a Series 66-licensed financial advisor with Edward Jones in Berlin, Wisconsin, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Plexus Corporation for four years. He serves as council secretary for St. Paul's Lutheran Church in Winneconne, Wisconsin. 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 maintains a large national network of financial advisors and branch offices.