Robert Omelina is the sole advisor at Omelina Group Wealth Management Inc. in Minocqua, WI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Century Securities Associates, Inc. since 2010 and has led his own firm since 2014. Omelina Group Wealth Management provides portfolio management services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a range of analytical tools including Dorsey Wright technical and risk management methods and offers both long-term and short-term trading strategies, managing client assets directly with a focus on documented risk tolerances and regular portfolio reviews.

Charles Ouimette is a financial advisor with Packerland Brokerage Services, Inc. in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Packerland since 2006 and also serves as owner and president of Wisconsin Benefit Planning, an insurance sales business he has operated since 1989. Ouimette has volunteered with the Minocqua Fire Department since 1980. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers a combination of discretionary and non-discretionary account management, using firm-managed portfolios, wrap programs, and third-party advisory arrangements, while managing both brokerage and advisory assets on the Hilltop/Envestnet platform.

Katrina O Neill is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at Packerland since 2020. Prior to that, she was employed at Sherwin Williams and is also involved with Wisconsin Benefit Planning and Robertson Ryan Associates as an insurance agent. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary and non-discretionary account management, utilizing various investment vehicles and maintaining due diligence on third-party managers.

Dwight Kimber is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 credential and 19 years of industry experience. He has been with Silver Oak Securities since 2009. Outside of his advisory role, Kimber works as an independent insurance agent and serves as treasurer for the St. Germain Evangelical Free Church. He is also involved with the Sayner Barnstormers Snowmobile Club as a groomer and board member. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management and unified managed account programs, combining internal and third-party due diligence to tailor investment strategies to client objectives and risk tolerances.

Theresa Rowland is a CFP® and PFS™ credentialed financial advisor with 17 years of industry experience. She has worked at CGN Advisors, LLC since 2019 and previously at Buckingham Asset Management, LLC. Rowland maintains insurance licenses in Illinois and Arizona but does not engage in insurance sales through her advisory role. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, often engaging third-party managers and offering educational workshops and pension consulting services.

Michelle Caudle is a financial advisor at Harbour Investments, Inc. with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Harbour Investments since 2011. Caudle also acts as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a range of investment vehicles, and offers model-based solutions through a subscription platform.

George Follstad is a financial advisor with Principal Financial Services in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1986. In addition to his advisory role, he is licensed as an agent for fixed insurance products including fixed life, annuities, indexed life, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Kluetz is a financial advisor with Morgan Stanley in Minocqua, WI, holding a Series 66 license and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of ON TAP! LLC, a non-investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and employer-based arrangements.

John Hilbert is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs a tailored investment approach utilizing a combination of in-house and third-party managers.

Gunnar Dunbar is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at RBC Capital Markets and City National Bank. Outside of his advisory work, he is involved in community organizations including serving as founder and volunteer for Lakeland Area Ducks Unlimited and as a board member of the LUHS District Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized strategies implemented across multiple custodians.

Alise Jablonsky is a financial advisor with Ameriprise in Wausau, WI, holding a Series 66 designation and 11 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Raymond James Financial Services and The Boehm Group LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jeffrey Boehm is a financial advisor with Ameriprise in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Ameriprise since 2019 and previously operated his own firms, Boehm LLC and The Boehm Group, LLC, as well as held roles at Raymond James Financial Services. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized service team, with an emphasis on assets held in Ameriprise-managed accounts and use of algorithmic tools overseen by a Retirement Income Oversight Committee.

Nathan Westphal is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors in Minocqua, WI. His career includes roles within Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Westphal owns Heritage Private Wealth LLC and Westphal Asset Management, LLC, both investment-related practices based in West Bend, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored client recommendations.

River Nicklaus is an advisor at RBC Capital Markets with a Series 66 designation and less than one year of industry experience. Prior to joining RBC Capital Markets, he held positions at IncredibleBank and has a background that includes education roles and other employment since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to clients’ risk profiles.

Scott Whitcomb is a financial advisor with Wells Fargo Advisors in Middleton, WI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Advisors since 2012. Whitcomb also owns Scott Whitcomb, LLC, a financial practice based in Verona, WI, and is involved with Integrity Wealth Advisors and Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche financial planning areas, supported by proprietary research and planning tools.

Christine Ullius is a financial advisor with RBC Capital Markets, LLC, holding a Series 63 license and bringing 29 years of industry experience. She has worked at RBC Capital Markets since 2019 and was previously with Merrill for 11 years. Outside of her advisory work, she co-owns a miniature golf course and frozen custard stand in Minocqua, Wisconsin. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs that incorporate a range of investment managers and strategies.

Meghan Mcfarland Anderson is a financial advisor with Ameriprise in Minocqua, WI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is the author of a children's book titled "A Dog Named Bunny." Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

George Miller is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and SII Investments. Outside of his role at OSAIC, he serves as President and Wealth Advisor at Northern Wealth Management LLC. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance, asset allocation, and portfolio optimization, and offers access to a wide range of investment products and custodial platforms.

Frederick Wotruba is a financial advisor with RBC Capital Markets, holding a Series 66 credential and 19 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he is a board member of Jausen Haus Inc., a ski club operating at Big Powderhorn Resort in Michigan. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that combine in-house and third-party investment management, financial planning, and brokerage services.

David Gwidt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a partner and 20% owner in a flooring business operated by his son. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a notable focus on public finance and municipal work alongside its retail advisory services.

Susan Knapstein is a financial advisor with RBC Capital Markets in Minocqua, Wisconsin. She holds a Series 66 designation and has 16 years of industry experience, including over a decade at Merrill prior to joining RBC in 2019. Outside of her financial advisory role, she serves as an accompanist for student solos at an annual music festival organized by Lakeland Union High School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to clients' risk profiles and implements portfolios through a combination of in-house and third-party managers, supporting multiple investment and service options.

Shane Zaruba is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes long tenures at Avantax Advisory Services and Northwoods Pension Services, reflecting extensive experience in wealth management and retirement planning. Zaruba serves as Board President of Sayner Community Church, where he is involved in fundraising and overseeing renovations for the historic building. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Zackery Peterson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, OSAIC Wealth Inc, and Waznik Heike Group. Outside of his advisory role, he serves on the board of TJP Construction LLC, where he is involved in various construction tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies utilizing both in-house and third-party managers.

Carmen Strasburg is a financial advisor with Morgan Stanley in Minocqua, Wisconsin. She holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, she worked for ten years at Incrediblebank. Outside of her advisory role, Carmen serves as an employee of Lakeland Union High School and as an officer for the Minocqua Memorial Cemetery Association, LLC. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutions, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Brian Nerdahl is a financial advisor with Edward Jones in Minocqua, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a plan commission board member for the Town of Arbor Vitae, reviewing new business applications related to zoning and growth vision. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Clara Metz is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2019. Outside of her advisory roles, she operated a personal cleaning business from 2016 to 2019. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with multiple investment offerings.

Amanda Krueger is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has worked at City National Bank since 2022, following sixteen years at Nicolet National Bank. Outside of her advisory role, she serves as treasurer for the American Plott Association, Inc., a nonprofit supporting the K9 Plott breed. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through a variety of wrap fee advisory programs.

Thomas Jensch is a financial professional with 41 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with firms including Avantax Investment Services and Guggenheim Life and Annuity. Jensch is also a local chapter member of the Rocky Mountain Elk Foundation, a charitable organization focused on wildlife habitat preservation. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Laura Borski is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of finance, she is involved in the hospitality sector as a partner and food server at Gaslight Tavern Asian Bistro in Lake Tomahawk, Wisconsin. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving clients both directly and through corporate agreements.

Lovell Roe III is a financial advisor with Morgan Stanley in Minocqua, WI, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, Roe serves as Secretary and Treasurer for the Waverly Woods Foundation, a charitable organization, and is a member of the advisory board for the Wisconsin State Golf Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

John Bennett is a financial advisor with RBC Capital Markets in Minocqua, WI, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill prior to his current roles. Bennett serves as a committee member and stewardship coordinator at Trinity Evangelical Lutheran Church. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and investment services to individual investors, institutional clients, corporations, and charitable organizations. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios.

Mark Friday is a financial advisor with Morgan Stanley in Minocqua, WI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Matthew Kock is a CFP® with 22 years of experience in the financial industry. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as President and Director at Trinity Lutheran Church and School in Minocqua, WI, and holds leadership positions with local basketball programs and booster clubs. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers to deliver portfolio management and financial planning services.

Kurt Veldhuizen is a financial advisor with RBC Capital Markets in Minocqua, WI, holding the Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill. He serves on the Stewardship Committee of Ascension Lutheran Church, participating in volunteer coordination and annual financial stewardship activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing a broad range of investment managers and options tailored to clients’ risk profiles.

Garrett Mann is a financial advisor at Edward Jones in Minocqua, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at First Bank, Upper Michigan, and held various positions including roles at Eagle Mine and the City of Ishpeming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Derek Johnson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Company and Wells Fargo Clearing. Johnson serves as a non-public arbitrator for FINRA, participating in the arbitration process since 2012. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo’s research and tools.