Wayne Freund

David Schedler is a financial advisor with Cowling Bay Wealth Management, LLC in Oshkosh, WI. He holds Series 65 and Series 66 licenses and has seven years of industry experience. Prior to founding Cowling Bay Wealth Management in 2019, he spent 15 years at Legacy Private Trust Company. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning primarily for high-net-worth individuals, trusts, and estates. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored through fundamental, technical, and charting analysis.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. She owns a small family coffee business, Lakeshore Coffee Co., and serves as an elected official on the Oshkosh City Council. Great Lakes Financial Strategies provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes non-discretionary management, builds individualized investment policies, and offers educational seminars and speaking engagements.

Darin Walter is an advisor at Carl M. Hennig, Inc. based in Oshkosh, WI. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving roughly 24 clients with about $24.7 million in assets. The firm primarily provides non-discretionary advisory services and places brokerage clients into third-party programs while maintaining oversight and delivering regular reports.

Ryan Gravunder is an advisor at Carl M. Hennig, Inc. based in Oshkosh, WI, holding Series 63 and Series 65 licenses. He has worked in insurance and related fields since 2014, including roles at All In One Insurance Group and Caren Reich State Farm Agency. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving approximately 24 clients with about $24.7 million in assets. The firm provides non-discretionary advisory services and referral-based brokerage arrangements, overseeing third-party money managers and offering investment recommendations across various asset classes.

Kurt Caramanidis is a financial advisor with Carl M. Hennig, Inc. in Oshkosh, WI, holding Series 63 and 65 credentials and having 25 years of industry experience. He has been with Carl M. Hennig, Inc. since 2009 and has worked with Northwestern Mutual Investment Management and Northwestern Mutual, Inc. since 2000. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving about 24 clients with $24.7 million in reported assets. The firm primarily delivers non-discretionary advisory services and referral-based arrangements, overseeing third-party managers and offering investments across equities, fixed income, REITs, mutual funds, and ETFs.

William Madden is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked with Packerland Brokerage Services since 2009 and also maintains ongoing roles with MVP Financial and 123 Consulting. Madden is involved in insurance sales on a part-time basis, offering life and long-term care products through various companies. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements through the Hilltop/Envestnet platform.