Patrick Bradley is a financial advisor with MyFamilyCFO, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at MyFamilyCFO, Inc. since 2011 and at Manufactured Financial Solutions, LLC since 2019. He is also co-owner of MY COMPANY CFO, LLC, a dormant business management consulting entity. MyFamilyCFO, Inc. provides comprehensive financial planning and wealth management services to individuals, families, businesses, and high-net-worth clients, using a proprietary Virtual Family Office framework called Your FuturePresent™ Story. The firm’s advisory approach is primarily consultative, focusing on fundamental analysis and referring clients to third-party investment managers without exercising investment discretion.

Navi Dowty is a financial advisor with Associated Retirement Planners, Inc. in Wausau, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Associated Retirement Planners since 2008 and has operated Navi Dowty & Associates, Inc. since 1982. Outside of advisory work, he owns the DuPage Tax Group and authored the book *Financial Success for the Smiling Retiree*. He also holds a partial non-employee, non-controlling interest in Redhawk Wealth Advisors in Minneapolis. Associated Retirement Planners, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm typically manages client assets through referral and solicitor relationships with third-party advisers on a non-discretionary basis and offers financial planning on an hourly basis.

Jeremy Reif is a financial advisor at Point Wealth, LLC in Wausau, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at several firms, including World Equity Group and Taylor Capital Management, and has operated his own business, Reif Financial LLC, since 2011. In addition to his advisory work, he is involved in tax preparation services through Point Wealth Tax Services and records audiobooks through Point Audio, LLC. Point Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary asset management and comprehensive financial planning. The firm integrates tax and legal considerations into its goal-based investment strategies, reviews portfolios regularly, and accommodates client-imposed investment restrictions.

Ludger Borger is a financial advisor at Borger Capital Management LLC with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Borger International Consulting Group, Borger Capital Group LLC, and New York Life Insurance Company. Outside of advising, he is involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management is a state-registered investment adviser serving primarily individual clients through discretionary portfolio management and financial planning. The firm employs a combination of technical, fundamental, and cyclical analyses and offers a range of investment strategies, focusing on a small client base rather than high-net-worth households.

Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.

Derek Hoff is a financial advisor at Hoff Private Wealth with six years of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual and Hoff Brothers, LLC. Hoff is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based approach with a variety of investment vehicles tailored to client risk profiles.

Daniel Hoff is a financial advisor at Hoff Private Wealth in Wausau, Wisconsin, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Hoff is a board member of the Lake Wausau Association and has ownership interests in several non-financial businesses, including a substance-testing lab. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting to individuals, corporations, foundations, and employee benefit plans. The firm applies Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis, offering tailored investment solutions primarily through ETFs, mutual funds, equities, fixed income, and real estate funds.

Zachary Kyhos is a financial advisor at Buska Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been affiliated with both Buska Wealth Management and Buska Retirement Solutions since 2016. Outside of advisory work, he was involved with Weston Health Club, LLC from 2013 to 2021. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients and retirement plans. The firm customizes investment programs based on client objectives and employs a co-advisor relationship with Gradient Investments as part of its investment approach.

Benjamin Laska is a CFP® with ten years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. He has held positions at APW Capital, Inc. and Crump Life Insurance Services, where he also works as an insurance wholesaler. Laska is based in Wausau, Wisconsin. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individual clients, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed-income instruments, and low-cost ETFs, and provides specialized services such as retirement coaching and divorce planning.

Janelle Thompson is a financial advisor at OASIS Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Terra Wealth Management and Thompson Financial Group. Outside of advising, she is an indirect owner of AlphaBit Investments, LLC. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its investment approach and offers portfolio management, financial planning, and pension consulting services.

Daniel Evans is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. in Wausau, WI. He has held various roles within Midwest Professional Planners and affiliated firms since 2003. Outside of his advisory duties, Evans is also registered with APW Capital, Inc. and works as an insurance wholesaler with Crump Life Insurance Services. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed income, ETFs, and more complex techniques such as options and tax-loss harvesting, supported by quantitative tools and continuous portfolio monitoring.

Timothy Thompson is a financial advisor at OASIS Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. for over three decades. Thompson is also a licensed insurance professional and an indirect owner of AlphaBit Investments, LLC, which sponsors and manages an ETF. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management and financial planning tailored to each client’s needs.

Kailey Berendsen is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 credential with two years of industry experience. Prior to her current role, she worked for the Eye Clinic of Wisconsin for nine years. She is also an insurance agent affiliated with Buska Retirement Solutions, Inc. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients and retirement plans. The firm customizes investment programs based on client objectives and employs a co-advisor relationship with Gradient Investments to implement its strategies.

Colton Kielman is a financial advisor at Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Robert W. Baird and Mason Companies, Inc. Outside of advisory services, he is also involved as an insurance agent through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm customizes investment programs based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis alongside quarterly reviews and regular performance reporting.

Brian Kamke is a financial advisor with Midwest Professional Planners, Ltd. He holds a Series 66 designation and has 25 years of industry experience. Kamke has been with Midwest Professional Planners, Ltd. since 2005. Outside of advising, he is a member and owner of MPPL Properties LLC, a commercial real estate entity that owns office buildings leased to the firm. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs model strategies and a range of investment approaches, including equities, fixed income, ETFs, options, and third-party managers, supported by quantitative tools and continuous portfolio monitoring.

Ryan Connor is a financial advisor at Buska Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Buska Wealth Management and its affiliated entity, Buska Retirement Solutions, since 2018. Outside of his advisory role, he is involved in insurance sales and services through Buska Retirement Solutions. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, and operates a co-advisor fee-sharing arrangement with Gradient Investments.

Dalton Matkovich is a financial advisor with United Advisors America holding a Series 65 designation and two years of industry experience. His prior work includes roles at Alliance America, Woodbury Financial Services, and Northwestern Mutual. Before entering the financial sector, he worked at Clark County Rehab and Living Center. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm utilizes a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily implementing strategies through mutual funds and ETFs.

Marcus White is a financial advisor at OASIS Advisors with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Terra Wealth Management LLC and Thompson Financial Group. Outside of his advisory role, Marcus has been involved with Pine Grove Community Chapel for several years. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.

Paul Debuhr is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Terra Wealth Management LLC and PFS Investments, Inc. Debuhr is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Oasis Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Ryan Pecha is a financial advisor with Buska Wealth Management, LLC in Wausau, WI, holding a Series 65 credential and one year of industry experience. Prior to his advisory role, he spent 14 years with Great Dane Pub & Brewing Company. He is also involved with Buska Retirement Solutions, Inc. as an insurance agent. Buska Wealth Management provides fee-based financial planning and discretionary portfolio management primarily to individual clients, high-net-worth households, and retirement plans. The firm customizes investment programs based on client objectives and risk tolerance, utilizing a combination of fundamental, technical, and cyclical analysis alongside a co-advisor relationship with Gradient Investments.