Mcglone Suttner Wealth Management, Inc.

Eliot Bares is a CFP® with five years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has held roles at Gold Friday LTD and Chequers Financial Management, LLC and is an investor in a packaging business and a trading fund, though he does not participate in their management. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in assets using customized model portfolios and active trading strategies.

Joseph Tuccini is a CFP® professional with 22 years of experience in the financial services industry. He currently works at McGlone Suttner Wealth Management, Inc. and has prior experience at firms including Ameriprise Financial Services, ERTS Wealth Advisors, and Raymond James Financial. He serves on the board of directors of an organization in Marquette, Michigan. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and uses customized model portfolios and planning engagements to meet client needs.

Nathaniel Klutz is a financial advisor with McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining McGlone Suttner, he worked at Key Investment Services LLC and KeyBank. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and offers customized advice through model portfolios and standalone planning engagements.

Peter Van Beek is a CFP® and ChFC® with six years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has worked at various firms including Northwestern Mutual Life and Kerntke Otto McGlone Wealth Management Group. Outside of advisory work, Van Beek is an insurance producer and is involved in managing a real estate venture. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies with strict asset allocation guidelines.

Jason Mc Glone is a CFP® professional with 28 years of industry experience. He is currently with McGlone Suttner Wealth Management, Inc., where he has worked since 2021, following 15 years at Kerntke Otto McGlone Wealth Management Group. Outside of his advisory role, he is an independent insurance agent for various companies. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, using customized advice delivered through firm-designed model portfolios and planning engagements.

Thomas Suttner is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at McGlone Suttner Wealth Management, Inc. since 2021 and previously spent 15 years at Verus Investment Advisory Group, Inc. He serves on an investment review committee for Bay-Lakes Council, where he oversees third-party money management without trading authority or compensation. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, using diversified model portfolios and active trading strategies tailored to client needs.

Keith Peters is a CFP® professional with seven years of industry experience. He is currently with Mcglone Suttner Wealth Management, Inc., where he has worked since 2021, and previously worked at Kerntke Otto Mcglone Wealth Management Group and Associated Bank. In addition to his advisory role, Peters is a licensed insurance producer. Mcglone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and offers active trading strategies within defined risk guidelines.

Matthew Krueger is a CFP® professional at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with three years of industry experience. His prior roles include positions at Wealthspire and Menasha Packaging. McGlone Suttner Wealth Management offers discretionary asset management, financial planning, and pension consulting to individuals—including high-net-worth clients—qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies while adhering to fiduciary guidelines.

Matthew Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with five years of industry experience. He holds a Series 65 designation and previously worked at AEGIS Financial and Kimberly-Clark Corp. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1 billion in discretionary assets, employs firm-designed model portfolios and active trading strategies, and offers formal pension consulting alongside advisory services for emerging exposures such as cryptocurrency-linked instruments.