McGlone Suttner Wealth Management, Inc.

Eliot Bares is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with McGlone Suttner Wealth Management, Inc., where he has worked since 2024. Prior to this, he was involved with Gold Friday LTD and Chequers Financial Management, LLC. Outside of his advisory role, he is an investor in a packaging business organized as an S Corporation. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1 billion in discretionary assets and employs model portfolios and customized planning to serve primarily high-net-worth clients.

Joseph Tuccini is a CFP® professional with 21 years of experience in financial advising. He is currently with McGlone Suttner Wealth Management, Inc., having joined the firm in 2025 after prior roles at Ameriprise Financial Services and Erts Wealth Advisors. He serves on the Board of Directors in a nonprofit capacity. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets through customized portfolios and active trading strategies.

Michael Donnan is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at AEGIS Financial, Raymond James Financial Services Advisors Inc., and Private Client Services. Outside of advisory work, he is involved in insurance brokerage and asset protection advice through roles at MVP Insurance and Bowman Insurance Services. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, using diversified model portfolios and active trading strategies tailored to client needs.

Peter Van Beek is a CFP® and ChFC® credentialed advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with six years of industry experience. He previously worked at Northwestern Mutual Life and held roles in healthcare and education sectors. Outside of advising, he is also an insurance producer and owns a real estate management business. McGlone Suttner Wealth Management serves individuals, qualified retirement plans, and businesses with discretionary asset management, financial planning, and pension consulting. The firm employs model portfolios and active trading strategies, managing approximately $1.0 billion in assets under management.

Jason Mc Glone is a CFP® professional with 27 years of experience in the financial services industry. He is a principal at McGlone Suttner Wealth Management, Inc., where he has worked since 2021 and previously spent 15 years at Kerntke Otto Mcglone Wealth Management Group. Outside of advisory work, he is an independent insurance agent. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, employing customized model portfolios and maintaining active trading strategies within defined risk guidelines.

Thomas Suttner is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at McGlone Suttner Wealth Management, Inc. since 2021 and previously spent 15 years at Verus Investment Advisory Group, Inc. He serves on the investment review committee of the Bay-Lakes Council, contributing to third-party portfolio oversight. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies within a fiduciary framework.

Keith Peters is a CERTIFIED FINANCIAL PLANNER™ professional at McGlone Suttner Wealth Management, Inc. with seven years of industry experience. He previously worked at Kerntke Otto McGlone Wealth Management Group and Associated Bank. Peters is also a licensed insurance producer, providing insurance product recommendations to clients. McGlone Suttner Wealth Management offers discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies while adhering to defined cash allocation guidelines.

Matthew Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with four years of industry experience. His prior work includes roles at AEGIS Financial and Kimberly-Clark Corp. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets. The firm employs customized advice through model portfolios and standalone planning, maintains diversified asset allocations with active trading strategies, and offers formal pension consulting along with procedures for advising on crypto-linked instruments.