Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Nathan Barington is the sole advisor at Barington Capital Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led Barington Capital Management since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Mark Flatow is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is the sole advisor at Revise Capital LLC in Green Bay, WI, and has previously worked at firms including Drake & Associates, Inscription Family Office, Purshe Kaplan Sterling Investments, and UBS Financial Services. In addition to his advisory role, he serves as a portfolio manager at Associated Bank’s trust company. Revise Capital LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages a pooled investment vehicle. The firm employs a blend of quantitative, fundamental, and technical analysis with both long- and short-term trading strategies, focusing on customized and concentrated portfolios.

John Kopp is a financial advisor at Kopp Financial with 12 years of industry experience and holds a Series 65 designation. He also works full time as the Director of Enterprise Applications at Northeast Wisconsin Technical College, an IT management role unrelated to investment advising. Prior to this, he worked at Ellucian for six years. Kopp Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios with a preference for low-cost index-style investments and fundamental analysis, tailoring strategies to clients’ risk tolerance, income needs, and time horizons.

Jasen Benton is a financial advisor at OneLegacy Advisors, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services industry since 2010, including over a decade at Protective Financial Services, LLC. Benton is also a licensed insurance agent and occasionally offers clients advice or products related to insurance. OneLegacy Advisors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating multiple analysis methods and trading strategies, with a focus on documented client risk tolerances and regular portfolio monitoring.

Francisco Rosales is a financial advisor with Rosales Wealth Management LLC in Green Bay, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Safeguard Wealth Management, Bank of America, Merrill Lynch, Edward Jones, and BMO Harris Bank. He is also a licensed insurance agent. Rosales Wealth Management LLC serves individual and high-net-worth clients with comprehensive wealth management and financial planning, including retirement, tax, estate, and insurance considerations. The firm combines fundamental and technical analysis with a long-term trading approach and offers portfolio management primarily through mutual funds, ETFs, equities, fixed income, and insurance products.

Carter Rivers is a financial advisor at Cornerstone Financial Consulting, LLC in Depere, WI, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Summit Accounting & Tax LLC and Kevin Cain & Associates, CPAs, LLC. Rivers has also worked in various non-financial positions while completing his education. 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 alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred client relationships.

Ross Mueller is a CFP® professional with 31 years of industry experience. He is a principal at Mueller Wealth, LLC, where he has worked since 2020. His prior experience includes roles at LPL Financial LLC and Mutual Securities, Inc. Mueller serves on the UW Green Bay Foundation Board’s Finance and Investment Committee and is chairman of the board at Zion Methodist Church. Mueller Wealth, LLC provides advisory services to individuals, retirement plans, trusts, estates, and business clients. The firm manages approximately $121 million in assets and employs a proprietary Seatbelt™ Investment System that uses quantitative analysis to reduce risk and allocate across asset classes.

Patrick Stoa is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He currently serves at Macco Financial Group, Inc. after spending a decade with Raymond James Financial Services. Outside of his advisory role, he is involved as a business advisor and investor in a local mini golf venture. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios using low-cost mutual funds and ETFs, combined with fundamental and technical analysis, maintaining a primarily long-term investment approach.

Michael Macco is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Macco Financial Group, Inc. in Green Bay, WI, where he has worked since 2025 after spending 17 years at Raymond James Financial Services. Outside of advising, he is involved as a business advisor and investor in a local mini golf enterprise. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios with a mix of low-cost mutual funds, ETFs, individual securities, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Morgan Cain is a CFP® with three years of industry experience, currently serving at Macco Financial Group, Inc. He previously worked at Raymond James Financial Services Advisors and the University of Wisconsin - Green Bay. Cain also served four years in the United States Marine Corps. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily consisting of low-cost mutual funds and ETFs, using both fundamental and technical analysis with a generally long-term investment approach.

Walter Kowalczyk is a financial advisor at Cornerstone Financial Consulting, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Ausdal Financial Partners, Inc. and several Cornerstone-affiliated entities. Outside of his advisory role, he is the founder of Clear Mission Networking, a faith-based business networking and Bible study group, and of SportsFaith, an online magazine sharing gospel stories and interviews. 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 alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred clients.

Adam Gafner is a financial advisor with Titletown Wealth Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His prior work includes roles at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, and LPL Financial. He is also an independent insurance agent involved in the sale of insurance products. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning services, using strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm manages approximately $150 million in assets and operates with a small advisory team, offering clients access to insurance products without a stated minimum account size.

Gary Brewton is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative at Titletown Wealth Management, LLC in Green Bay, WI. His prior roles include positions at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, LPL Financial, and Wells Fargo Advisors. Brewton is also a licensed agent involved in fixed insurance products as part of his financial planning services. Titletown Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs various investment approaches tailored to client objectives and risk tolerances, and accounts are primarily custodied through Charles Schwab and LPL Financial.

Parker Mueller is a CFP® with six years of industry experience and currently serves as an advisor at Mueller Wealth. His prior experience includes roles at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising and charitable activities. Mueller Wealth provides advisory services to individuals, retirement plans, trusts, estates, and business clients. The firm employs a proprietary Seatbelt™ Investment System focused on risk reduction and cross-asset allocation, managing approximately $121 million in assets for a range of clients.

Andrew Froelich is a CFP® with nine years of industry experience, currently serving as an advisor at Macco Financial Group, Inc. Prior to joining Macco Financial Group, he worked at Raymond James Financial Services from 2016 to 2025. Outside of his advisory role, Froelich is involved as a member of S&E Mini Golf LLC, where he assists with bookkeeping and business operations. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a long-term orientation while allowing discretion for shorter-term trades.

Robbie Hayes is a financial advisor with N.E.W. Advisory Services, LLC in De Pere, WI, holding a Series 66 designation and 14 years of industry experience. He has worked at Northright Financial, N.E.W. Advisory Services LLC, and Geneos Wealth Management Inc since 2017, and previously at Sii Investments from 2013 to 2017. Hayes is also the treasurer of the Olde School Square Condo Association. N.E.W. Advisory Services, LLC serves a diverse client base including individuals, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocation models using primarily no-load or load-waived mutual funds and ETFs, combining fundamental, technical, and economic analysis with a long-term investment approach supported by Schwab and third-party platforms.

Christopher Lewis is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His work history includes roles at NorthRight Financial LLC, Geneos Wealth Management Inc, and the University of Wisconsin. Outside of advisory services, he is the owner of Lewys Lures. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and company plans. The firm manages approximately $1.34 billion in assets for over 4,300 clients, utilizing customized model portfolios primarily composed of no-load or load-waived mutual funds and ETFs, with a long-term investment approach supported by Schwab and third-party platforms.