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.

Robert Harris is the sole advisor at Harris Financial Services, Inc. in Oshkosh, WI, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Harris Financial Services since 1991 and has a longer tenure at Wisconsin Financial Group Inc dating back to 1978. Harris Financial Services, Inc. provides personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a globally diversified investment approach that emphasizes passively managed index and exchange-traded funds, supplemented selectively with actively managed funds, and offers non-discretionary account management alongside planning services such as cash-flow, retirement, and education funding.

Lawrence Mroczkowski is a financial advisor at Valley Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Verve Wealth Management, LPL Financial, and Citizens First Credit Union. Mroczkowski operates an independent advisory firm based in Oshkosh, WI. Valley Wealth Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a discretionary investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs, and serves a notably large client base including corporate clients.

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.

Kim Molitor is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, Wisconsin, holding a Series 65 designation with 12 years of industry experience. She has been with Windward Wealth Strategies since 2015. Outside of her advisory role, Molitor serves as Vice President of Fox Valley Pro Basketball, Inc., an organization involved in the development of a local basketball arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for about 81 clients, including individuals, corporations, pension and profit-sharing plans, municipalities, foundations, trusts, and pooled vehicles. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis across various asset classes and alternative investments.

Gregory Pierce is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, WI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windward Wealth Strategies since 2015. Outside of his advisory role, he serves as president of Fox Valley Pro Basketball, Inc., an organization involved in developing a local sports arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for a diverse client base that includes individuals, corporations, pension plans, municipalities, and foundations. The firm offers discretionary portfolio management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across various asset classes, including alternative investments and private placements.

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.

Blake Bartlett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Schaper Benz & Wise Investment Counsel Inc since 2019 and has prior experience at U.S. Bank Global Fund Services, Glen Hepfner Incorporated, UW - Whitewater Police Services, and Bartlett Electric S Corp. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house research and valuation models, focusing on concentrated equity portfolios and laddered fixed-income strategies.

Christi Salm is a CFA charterholder with 22 years of industry experience. She has been with Schaper, Benz & Wise Investment Counsel, Inc. since 2003. Schaper, Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement and tax planning, charitable planning, and fiduciary trustee advising.

Daniel Sullivan is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with five years of industry experience. He holds a Series 65 credential and previously worked at Monona Bank, UW-Whitewater, Park Bank, and served in the US Air Force for seven years. Schaper Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and emphasizes concentrated equity portfolios and laddered fixed-income strategies.

Kimberly Petersen is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 12 years of industry experience. She has been with Schaper, Benz & Wise since 2013 and holds a Series 65 designation. Schaper, Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, fiduciary trustee advising, and private foundation administration.

Thomas Rippl is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 2002. Schaper, Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, as well as trustee advising and private foundation administration.

Trevor Rabbach is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. in Neenah, WI, holding a Series 65 designation with eight years of industry experience. He has worked at Schaper, Benz & Wise since 2017 and previously spent five years at Bank First National. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process based on in-house fundamental research and emphasizes concentrated equity portfolios and laddered fixed-income strategies.

Bradley Benz is a CFA charterholder and holds a Series 65 license with 32 years of industry experience. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 1994. Schaper, Benz & Wise Investment Counsel, Inc. serves high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm offers discretionary portfolio management and financial planning, including a Family Wealth Counsel program that covers retirement, tax, and charitable planning, fiduciary trustee advising, and private foundation administration. Their investment approach is committee-driven and based on in-house research, with equity portfolios concentrated in 40–50 holdings and fixed-income strategies focused on laddered, investment-grade securities.

Anthony Seashore is a Series 65-licensed financial advisor at Schaper Benz & Wise Investment Counsel Inc with 13 years of industry experience. He has been with Schaper Benz & Wise since 2012. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process with in-house fundamental research and offers specialized services including a Family Wealth Counsel program that covers retirement, tax, charitable planning, and private foundation administration.

Shane Wiegert is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. He holds the Series 65 designation and has been in the industry since 2024. His prior experience includes roles at Principal Asset Management and various positions within the University of Wisconsin system. Schaper, Benz & Wise Investment Counsel Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and valuation techniques, offering concentrated equity portfolios and laddered fixed-income strategies.

Mark Sprtel is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Schaper Benz & Wise Investment Counsel, Inc. since 2014. He holds Series 65 and Series 66 licenses and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as institutions such as foundations and pension plans. The firm employs a committee-driven investment process with in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, alongside fiduciary trustee advising and private foundation administration.

Matthew Nigl is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. He is also a partner and CPA at Honkamp Krueger & Co, PC, where he manages the Oshkosh office and provides tax and advisory services. Nigl serves as treasurer of the WW Association of Condominium Owners Inc., overseeing financial management for the organization. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with a focus on tax-intelligent overlays and centralized trading and reporting.