Top retirement withdrawal strategies financial advisors in Appleton, WI

Adam Winch is a financial advisor with Winch Financial in Appleton, WI, holding a Series 65 designation and 19 years of industry experience. He has been with Winch Advisory Services since 2002. Outside of finance, he is the owner and musician of Adam Winch Music, a non-investment-related business he has operated since 2006. Winch Financial is an SEC-registered advisory firm serving individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $580 million for around 850 clients using discretionary portfolio management, financial planning, and consulting services, employing fundamental and technical analysis across multiple investment strategies.

Bolan Montgomery is a financial advisor at Cornerstone Financial Group in Appleton, WI, holding a Series 66 designation with six years of industry experience. He has previously worked at Principal Securities, Principal Life Insurance, and Northwestern Mutual. Montgomery serves as an owner of Montgomery Financial LLC, through which he operates his financial advisory practice. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team. The firm provides discretionary asset management, financial planning, and consulting services, employing customized investment strategies that incorporate equities, fixed income, options, and technology-driven research methods.

Kevin Tobak is a financial advisor at Harbour Investments, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been associated with both Planning Concepts and Harbour Investments since 1999. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment services such as portfolio management, financial planning, and third-party manager relationships, utilizing various investment approaches tailored to client needs.

Mitchell Nonn is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2011 and previously worked at BNI from 2018 to 2023. Outside of advisory work, he is a member of the Fox West Chamber of Commerce in Hortonville, WI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, using a tiered percentage-based fee model.

David Donze is a financial advisor at Freedom Wealth LLC in Appleton, WI, holding a Series 65 designation with six years of industry experience. He also owns Donze CPA LLC, an accounting firm he has operated since 2015. In addition to his advisory work, Donze is involved in several real estate ventures, including LD Properties LLC, 2LD Properties LLC, and 3LD LLC. Freedom Wealth LLC provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, and select corporate clients. The firm’s investment approach combines fundamental analysis with both long- and short-term strategies, periodic rebalancing, and cash management, with client accounts reviewed quarterly.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.