Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.

John Wypiszinski is the principal of Wiara Investment Management, LLC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has managed Wiara Investment Management since 2009. Outside of his advisory role, he has worked seasonally as a part-time bus driver for Kobussen Buses Ltd. Wiara Investment Management serves pooled and institutional clients, including corporate pension and charitable accounts, as well as individual clients across wealth levels. The firm provides discretionary investment management and supervisory services, integrating financial planning into client relationships, and employs a mix of tactical and strategic strategies using various investment vehicles.

Kameron Koehler is the sole advisor at Kamko Financial in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to founding Kamko Financial, Koehler held roles in various industries including accounts receivable at Pioneer Metal Finishing. Outside of financial advising, Koehler continues to work as an Accounts Receivable Specialist. Kamko Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and selectively hires sub-advisors to implement investment strategies within a discretionary advisory framework.

Ronald Kolash is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Kolash Wealth Strategies, LLC in Appleton, WI. He has been with Kolash Wealth Strategies since 2011 and also holds a role as Resource Director at Financial Resource Center, Inc. Outside of financial advising, he works as a professional volleyball official. Kolash Wealth Strategies is an independent, single-advisor firm providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and employer retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client portfolios, with services often coordinated alongside accounting and tax-related advice due to the advisor’s CPA background.

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.

Joseph Martin is a CFP® and CFA® charterholder with 14 years of experience in the financial services industry. He has worked at GoalBridge Wealth Management, LLC since 2018 and previously spent three years at Ameriprise Financial Services, Inc. GoalBridge Wealth Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm’s investment process integrates multiple analytical methods and focuses on a long-term trading horizon tailored to each client’s objectives.

Robert Schoelzel is a financial advisor at Financial Advisory Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Stonehaven Wealth & Tax Solutions, LLC. Outside of advising, he manages residential home construction through Oakwood Homes LLC. Financial Advisory Group, Inc. provides discretionary asset management and standalone financial planning services to individuals, trusts, non-profits, small businesses, and estates. The firm uses asset-allocation modeling and Monte Carlo planning to guide portfolio construction under discretionary authority.

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

David Donze is a financial advisor at Freedom Wealth LLC in Appleton, WI, holding a Series 65 designation with five years of industry experience. He also owns Donze CPA LLC, an accounting firm, and is involved in several real estate entities. Freedom Wealth LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and select corporate clients, utilizing fundamental analysis and tailored investment strategies.

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

Chad Nehring is a CFP® professional with 24 years of industry experience. He is the owner and advisor at Conceptual Financial Advisors, LLC and has previously worked at firms including Titletown Wealth Management, Fortune Financial Services, Sterne Agee Financial Services, and Wrp Investments. Outside of his advisory work, he serves as Treasurer and Secretary of the Boulder Lake Private HOA and is president of Mayflower Aero, LLC, an aviation-related business. Conceptual Financial Advisors, LLC provides portfolio management, pension consulting, and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to create tailored investment programs, managing both discretionary and non-discretionary accounts.

Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. She has been with Duell Financial Strategies, formerly known as FSB, LLC, since 2014. In addition to her advisory role, she is also an independent insurance agent involved in insurance sales. Duell Financial Strategies provides financial planning and refers client assets to third-party money managers, offering a broad range of securities and fundamental analysis. The firm serves individual clients and complements its advisory services with insurance products through its associates.

Samuel Duell is a financial advisor with Duell Financial Strategies in Appleton, WI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Duell Financial Strategies since 2014 and operates the firm, which was previously known as Futures So Brite before 2011. Duell Financial Strategies serves individual clients by providing financial planning advice and referring assets to third-party money managers while also offering insurance products through its associates. The firm engages in fundamental analysis and monitors managed accounts frequently but does not act as a custodian or prepare regular account reports.

Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.

Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with two years of industry experience. His background includes roles at Family First Life and Vector Marketing, and he also works as an independent insurance agent specializing in life insurance sales. Duell Financial Strategies provides financial planning and refers client assets to third-party money managers, serving individual clients through fundamental securities analysis and offering insurance products via its associates. The firm monitors managed accounts regularly but does not act as a custodian or prepare account reports.

Julie Huth is a CFP® professional with 20 years of industry experience. She currently works at Cornerstone Financial Consulting, LLC and also operates Cornerstone Tax Consulting, LLC, where she provides tax, accounting, and small business consulting services. Prior to these roles, she was associated with Huth Advisory Group, LLC and J.A. Huth & Associates, Inc. She spends approximately half of her time on tax consulting and accounting through her other business activities. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan advisory services, managing roughly $41 million across several hundred client relationships.

John Wolf is a financial advisor with Cornerstone Financial Planning, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Cornerstone Financial Planning since 2000. In addition to his advisory work, he is involved in insurance and fixed annuity sales and provides income tax preparation services for some clients during tax season. Cornerstone Financial Planning, Inc. offers financial planning and discretionary portfolio management to individual and high-net-worth clients and their related trusts and estates. The firm uses asset-allocation models based on modern portfolio theory and combines fee-based advisory services with commissionable insurance and annuity sales, also providing in-house tax preparation.

Patrick Collar is a financial advisor with Collar Capital Management, LLC in Appleton, WI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Collar has been with Collar Capital Management since 2009. Collar Capital Management provides discretionary asset management and pension consulting primarily to individual and high-net-worth clients. The firm employs a hands-on approach with continuous account supervision and uses a variety of investment strategies including technical, fundamental, and cyclical analysis, as well as trading techniques such as option writing and margin.

Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 18 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. In addition to his advisory role, Brian serves as CEO of Stonehaven Financial Services, LLC, which provides tax and accounting services, and is involved in managing commercial real estate through Stonehaven Real Estate, LLC. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary portfolio management and comprehensive wealth planning, employing a mix of fundamental and quantitative analysis to build model portfolios primarily composed of ETFs, mutual funds, and individual equities.

Muhammed Kabeer Gbaja Biamila is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Atlantis Wealth Advisors LLC and has prior experience at Camelot Advisors LLC, Vestura, LLC, and Compass (Finances God's Way). Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of top-down macro analysis and bottom-up security selection, offering discretionary and non-discretionary investment programs through proprietary strategies and third-party managers.