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.

Stephanie Rapcan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She previously worked at Fidelity Investments, The Prudential Insurance Company of America, Ameriprise Financial Services, Inc., and several other financial firms. Rapcan is based in Kewaunee, Wisconsin. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning and consulting through various programs with a focus on tailored, non-discretionary advisory relationships.

Kenneth Arendt is a financial advisor with Thrivent Investment Management in Luxemburg, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial For Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.

Jesse Graff is a financial advisor with Cetera who holds Series 65 and Series 63 credentials and has seven years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and Avantax Advisory Services for seven years. Outside of his advisory role, he owns and operates a bowling alley in Kewaunee, WI, and manages an accounting and tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Marguerite Mastalir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Equitable Advisors since 2005, previously associated with Axa Advisors, LLC. Outside of her advisory work, she serves as treasurer for the Kewaunee Optimist Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk profiles and objectives.