Ronald Blasczyk

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.

David Counihan is a financial advisor at Vestura, LLC with five years of industry experience. He holds a Series 65 designation and has been with Vestura since 2012. Vestura serves individuals, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm manages approximately $299 million across about 67 client relationships, focusing on individualized Investment Policy Statements and a combination of charting, fundamental and technical analysis in their investment approach.

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. He has worked at Vestura, LLC since 2016 and Avalon Capital Group since 2011. Outside of his advisory roles, he is a co-owner and officer of Bluestem LLC, a small business that produces a cattle grafting product called MotherUp. Vestura serves individuals, pension and profit-sharing plans, and corporate entities with discretionary portfolio management and investment supervisory services. The firm customizes Investment Policy Statements for each client and manages approximately $299 million across about 67 client relationships, focusing on a concentrated client base and internal asset management.

Jason Perkins is a financial advisor at Vestura, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vestura since 2007. Vestura serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm focuses on implementing individualized Investment Policy Statements through a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies.

Wendy Loch is a CFP® with 21 years of industry experience, currently serving as an advisor at Chambers Financial Group, LLC. She has worked at Chambers Financial Group since 2007 and previously spent seven years at Packerland Brokerage Services Inc. Outside of her advisory role, Loch is involved in hospitality through membership in two hotel-related entities. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households. The firm’s investment approach is tailored to client-specific objectives, time horizons, and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging.