Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

David Horn is the principal of Fiduciary Insight, LLC, an independent firm based in Suamico, WI. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial services industry, including prior roles at Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales. Fiduciary Insight provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored strategies based on client goals and risk tolerances. The firm also delivers retirement plan consulting and manages approximately $20 million in discretionary assets, employing a variety of investment approaches and regular account reviews.

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Duane McVane is a Series 65-licensed financial advisor based in Green Bay, WI, currently operating Epiphany Health & Wealth. He has prior experience with Neighbors Insurance Group, Bankers Life & Casualty, and Holweg Weber. Epiphany Health & Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and related services including insurance review and health coaching. The firm employs a diverse investment approach incorporating multiple analytic techniques and maintains a long-term trading orientation.

Nathan Barington is the founder and sole advisor of Barington Capital Management, LLC in Green Bay, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Mark Flatow is a CFA® charterholder with 19 years of industry experience, currently serving as the sole advisor at Revise Capital LLC. His prior roles include positions at Drake & Associates, Inscription Family Office, Inscription Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. In addition to his advisory work, he is a portfolio manager at Associated Bank’s Trust Company. Revise Capital LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages its own pooled investment vehicle. The firm employs a combination of quantitative, fundamental, technical, and charting analysis, with strategies including margin and options trading, and conducts monthly account reviews.

John Kopp is a financial advisor at Kopp Financial with 12 years of industry experience and holds a Series 65 designation. He also works full time as the Director of Enterprise Applications at Northeast Wisconsin Technical College, an IT management role unrelated to investment advising. Prior to this, he worked at Ellucian for six years. Kopp Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios with a preference for low-cost index-style investments and fundamental analysis, tailoring strategies to clients’ risk tolerance, income needs, and time horizons.

Mark Albers is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal advisor at Verus Wealth Management, an independent firm he has been with since 2022. His prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, Wipfli Financial Advisors, and Hewins Financial Advisors. Verus Wealth Management provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, donor-advised funds, and small businesses. The firm employs a portfolio approach based on modern portfolio theory and asset allocation, often emphasizing passive index funds and ETFs, and offers discretionary management with a range of custodial platforms supporting margin lending.

Jasen Benton is a financial advisor at OneLegacy Advisors, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services industry since 2010, including over a decade at Protective Financial Services, LLC. Benton is also a licensed insurance agent and occasionally offers clients advice or products related to insurance. OneLegacy Advisors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating multiple analysis methods and trading strategies, with a focus on documented client risk tolerances and regular portfolio monitoring.

Francisco Rosales is a financial advisor at Rosales Wealth Management LLC in Green Bay, WI, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Safeguard Wealth Management, Bank of America, Merrill, and Edward Jones. Rosales is also a licensed insurance agent. Rosales Wealth Management provides ongoing portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with a long-term trading approach, tailoring portfolios to clients’ goals and risk tolerance while offering insurance and annuity products as part of its services.

David Counihan is a financial advisor with Vestura, LLC, holding a Series 65 designation and six years of industry experience. He has been with Vestura since 2012. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and charting analysis alongside long-term and short-term trading strategies, including alternative investments.

Carter Rivers is a financial advisor at Cornerstone Financial Consulting, LLC in Depere, WI, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Summit Accounting & Tax LLC and Kevin Cain & Associates, CPAs, LLC. Rivers has also worked in various non-financial positions while completing his education. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred client relationships.

Jose Sosa Vazquez is a financial advisor with Vestura, LLC in Hobart, WI. He holds a Series 65 designation and has been with Vestura since 2025. His career includes roles in educational and credit union settings, including Providence Academy, Wauna Federal Credit Union, and Astoria High School. Vestura, LLC provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment approach and manages client assets under discretionary authority.

William Chambers is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is a principal at Chambers Financial Group, LLC, where he has worked since 2018, following seven years at Packerland Brokerage Services Inc. Outside of his advisory role, Chambers is involved in several business ventures, including hotel management partnerships and land development enterprises in Green Bay, Wisconsin. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households, managing approximately $43.5 million in client assets. The firm’s investment approach is tailored to client-specific objectives and risk tolerance, employing various strategies such as asset allocation and technical analysis, and offers both discretionary and non-discretionary advisory relationships.

Jared Bowers is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Vestura, LLC since 2016. He has prior experience at Avalon Capital Group dating back to 2011. Outside of his advisory work, he is a co-owner and officer of Bluestem LLC, a small business producing a cattle grafting product called MotherUp. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment process, employing both long-term and short-term strategies across a variety of asset types.

Walter Kowalczyk is a financial advisor at Cornerstone Financial Consulting, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Ausdal Financial Partners, Inc. and several Cornerstone-affiliated entities. Outside of his advisory role, he is the founder of Clear Mission Networking, a faith-based business networking and Bible study group, and of SportsFaith, an online magazine sharing gospel stories and interviews. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred clients.

Adam Gafner is a financial advisor with Titletown Wealth Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His prior work includes roles at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, and LPL Financial. He is also an independent insurance agent involved in the sale of insurance products. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning services, using strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm manages approximately $150 million in assets and operates with a small advisory team, offering clients access to insurance products without a stated minimum account size.

Gary Brewton is a CFP®-credentialed financial advisor with over 21 years in the industry. He is currently with Titletown Wealth Management, LLC and has held prior roles at Conceptual Financial Advisors, LLC, Woodbury Financial Services Inc., Bank Mutual, and LPL Financial. Brewton is also licensed to offer fixed insurance products as part of his financial planning services. Titletown Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment approaches tailored to client objectives and manages roughly $150 million in assets across a sizable client base.

Jason Perkins is a CFP® professional with 19 years of industry experience, currently serving at Vestura, LLC since 2007. He holds Series 63 and Series 65 licenses and operates out of Hobart, Wisconsin. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combined approach of fundamental, technical, and charting analysis, managing client assets internally with typically a $5 million account minimum.