David Schedler is a financial advisor at Cowling Bay Wealth Management, LLC in Oshkosh, WI, with eight years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for Legacy Private Trust Company for 15 years. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning for high-net-worth individuals, trusts, and estates. The firm uses a long-term investment approach with low-cost mutual funds, ETFs, and other asset types as appropriate, managing a small client roster focused on larger accounts.

Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. Outside of her advisory work, she owns a small family coffee business, Lakeshore Coffee Co., and serves as an elected official on the Oshkosh City Council. Great Lakes Financial Strategies, LLC provides individualized investment management and financial planning to a small client base consisting of individuals and businesses. The firm uses a combination of passive and active strategies with strategic asset allocation and employs both discretionary and non-discretionary portfolio management, alongside educational seminars and public speaking on personal finance.

John Wypiszinski is the principal of Wiara Investment Management, LLC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has managed Wiara Investment Management since 2009. Outside of his advisory role, he has worked seasonally as a part-time bus driver for Kobussen Buses Ltd. Wiara Investment Management serves pooled and institutional clients, including corporate pension and charitable accounts, as well as individual clients across wealth levels. The firm provides discretionary investment management and supervisory services, integrating financial planning into client relationships, and employs a mix of tactical and strategic strategies using various investment vehicles.

Ronald Kolash is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Kolash Wealth Strategies, LLC in Appleton, WI. He has been with Kolash Wealth Strategies since 2011 and also holds a role as Resource Director at Financial Resource Center, Inc. Outside of financial advising, he works as a professional volleyball official. Kolash Wealth Strategies is an independent, single-advisor firm providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and employer retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client portfolios, with services often coordinated alongside accounting and tax-related advice due to the advisor’s CPA background.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.

Joseph Martin is a financial advisor at GoalBridge Wealth Management, LLC in Appleton, WI, holding CFP®, CFA®, and Series 66 credentials with 15 years of industry experience. Prior to founding GoalBridge in 2018, he worked at Ameriprise Financial Services, Inc. for three years. GoalBridge Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach tailored to client goals and risk profiles, managing all client assets internally with quarterly account reviews.

Robert Schoelzel is a financial advisor at Financial Advisory Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Stonehaven Wealth & Tax Solutions, LLC. Outside of advising, he manages residential home construction through Oakwood Homes LLC. Financial Advisory Group, Inc. provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm uses asset-allocation modeling and Monte Carlo planning to guide portfolio construction under discretionary authority.

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

David Donze is a financial advisor at Freedom Wealth LLC in Appleton, WI, holding a Series 65 designation with five years of industry experience. He also owns Donze CPA LLC, an accounting firm, and is involved in several real estate entities. Freedom Wealth LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and select corporate clients, utilizing fundamental analysis and tailored investment strategies.

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

William Degeneffe is the sole advisor at Appleton Investment Management Inc. in Menasha, WI, with 30 years of industry experience. He has operated as a sole proprietor under Fox Investors Inc. or his own name since 1988. Outside of financial advising, he is involved in managing several real estate investments as president and part-owner of multiple local property entities. Appleton Investment Management Inc. is an independent, single-advisor firm providing portfolio management services to individual clients. The firm focuses on individualized portfolio management with ongoing account review and currently serves one client with approximately $1.07 million in assets under management.

Chad Nehring is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Conceptual Financial Advisors, LLC in Appleton, WI. He has previously worked at Fortune Financial Services, Inc. and Titletown Wealth Management, LLC. Outside of financial advising, he is president of Mayflower Aero, LLC, a company involved in aviation, and serves as treasurer and secretary of the Boulder Lake Private HOA. Conceptual Financial Advisors, LLC provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to develop customized, long-term investment programs and manages both discretionary and non-discretionary accounts, including a wrap fee program and an online service for introductory financial plans.

Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 11 years of industry experience. She has been with Duell Financial Strategies, formerly FSB, LLC, since 2014. In addition to her advisory role, she is an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm’s investment approach focuses on fundamental analysis with a primarily long-term orientation, tailoring recommendations to clients’ risk tolerance, time horizon, and objectives.

Samuel Duell is the principal advisor at Duell Financial Strategies with 20 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns and manages a business offering fixed insurance products. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and follows a fundamentally based, long-term investment approach tailored to clients’ risk tolerance and objectives.

Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.

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.

Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, with three years of industry experience. He holds a Series 65 designation and has prior work experience at Family First Life and Vector Marketing. Additionally, he operates as an independent insurance agent focusing on life insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and employs a fundamental, primarily long-term investment approach tailored to clients’ risk tolerance and objectives.

Darin Walter is a financial advisor with Carl M. Hennig, Inc. holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at RBC Capital Markets since 2013. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving about 24 clients with approximately $24.7 million in assets. The firm primarily provides non-discretionary advisory services and places brokerage clients into third-party programs, maintaining oversight and delivering periodic reports.

Julie Huth is a CFP® professional with 21 years of industry experience. She is currently with Cornerstone Financial Consulting, LLC and also operates Cornerstone Tax Consulting, LLC, where she provides tax, accounting, and small business consulting services. Prior to her current roles, she worked with Huth Advisory Group, LLC and J.A. Huth & Associates, Inc. Cornerstone Financial Consulting serves individuals, including high-net-worth clients, as well as trusts, estates, charitable entities, and retirement plans. The firm offers discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan advisory services, tailoring investment programs to clients’ specific goals and risk tolerance.