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.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, WI, holding a Series 63 designation and 21 years of industry experience. He previously worked at Mcglone Suttner Wealth Management, Inc. and SII Investments, Inc. ASC 401(k) Management provides advisory services to individual investors and employee benefit plans, specializing in pension consulting, ongoing portfolio management, and financial planning. The firm employs client-specific investment policy statements and long-term strategies using model portfolios developed with a third-party asset manager, and offers cross-border and international planning capabilities.

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.

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.

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.

John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory role, he provides income tax preparation services for some clients during tax season. Cornerstone Financial Planning, Inc. offers financial planning and discretionary portfolio management to individual and high-net-worth clients and their related trusts and estates. The firm designs portfolios based on asset-allocation models aligned with clients’ objectives, time horizons, and risk tolerances, employing mutual funds, ETFs, and third-party managers, with offerings that include ongoing investment management, insurance and annuity products, and in-house tax preparation.

Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 19 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Stonehaven Wealth & Tax Solutions in 2024, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 15 years. Outside of his advisory role, Much serves as CEO of Stonehaven Financial Services, LLC, which provides tax preparation and accounting services. Stonehaven Wealth & Tax Solutions offers discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and quantitative analysis to build model portfolios and integrates tax-aware decisions into its fiduciary retirement-account advice.

Muhammed Kabeer Gbaja Biamila is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Atlantis Wealth Advisors LLC and has prior experience at Camelot Advisors LLC, Vestura, LLC, and Compass (Finances God's Way). Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of top-down macro analysis and bottom-up security selection, offering discretionary and non-discretionary investment programs through proprietary strategies and third-party managers.

Donald Swain is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is a one-third member of Algo Properties LLC, a real estate limited liability company. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes fundamental and cyclical analysis, offering clients discretionary trading for managed accounts and comprehensive planning deliverables.

Kirt Rezek is a CFP® with 19 years of industry experience, currently affiliated with Professional Financial Management, Inc. in Appleton, WI. He has worked at Professional Financial Management since 2010 and previously held positions at Raymond James Financial and Wealth Management LLC. Outside of his advisory role, he is a one-third member of Algo Properties, a real estate limited liability company. Professional Financial Management, Inc. serves individual and institutional clients, offering discretionary portfolio management and tiered planning services. The firm employs fundamental and cyclical analysis across multiple investment strategies and maintains a compact team of advisors with professional designations.

Luke Vanabel is a financial advisor at Duell Financial Strategies with 11 years of industry experience. He holds a Series 65 designation and has been with Duell Financial Strategies since 2015. Outside of his advisory role, he is also an independent insurance agent involved in insurance sales. 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 client assets and employs a fundamental, long-term investment approach tailored to clients’ risk tolerance and objectives.

Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.

Vernon Sumnicht is a CFP® professional with 22 years of industry experience, serving as managing member of Sumnicht Hedge Fund Advisors LLC and general partner of two funds. He has been with Sumnicht & Associates, LLC since 1988. Sumnicht & Associates is a boutique family-wealth advisory firm focused on high-net-worth families, trusts, foundations, and estates. The firm employs a multidisciplinary, team-based approach to wealth management and legacy planning, primarily using ETF-based allocation models through an affiliated investment adviser.

Benjamin Gilkay is a financial advisor at Endowment Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Endowment Wealth Management, he worked at College Works Painting, Inc. and has experience with various roles during his studies at the University of Wisconsin-Madison. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm follows an endowment investment philosophy that segments assets into growth, income, and risk-managed categories and utilizes a range of investment vehicles including ETFs, separate account managers, model portfolios, and private placements.

Mark Truettner is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior work includes roles at Northwestern Mutual and Private Client Services. He is also a licensed insurance professional, dedicating a small portion of his time to insurance-related services. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management, using a range of investment vehicles and offering discretionary management with a fiduciary standard.

Steven Hooyman is a CFP® with 26 years of industry experience and has been with Copper Harbor Investment Advisors, LLC since 2013. He is based in Appleton, WI, and holds a Series 63 license. Copper Harbor Investment Advisors provides investment advice and financial planning to a range of clients including individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, utilizing fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.

Joel Blattner is a CFP® professional with 18 years of industry experience. He has been with Avaii Wealth Management, LLC since 2018 and previously worked at Northwestern Mutual and several other firms. Blattner is also a licensed insurance professional, dedicating a small portion of his time to that role. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers integrated financial planning and portfolio management, using a mix of active and passive investments, and conducts regular account reviews through an 11-person advisory team.

William Kleiber is a financial advisor at Avaii Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Northwestern Mutual Investment Services, LLC. His background includes a mix of roles outside finance, including positions at Miller Electric and various local businesses. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships, integrating financial planning with portfolio construction using a combination of active and passive investment vehicles and third-party managers.