N.E.W. Advisory Services, LLC

Andrew Hermsen is a financial advisor with N.E.W. Advisory Services, LLC in Hobart, WI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Hermsen Wealth Management LLC since 2018 and has been affiliated with N.E.W. Advisory Services, LLC and Geneos Wealth Management Inc since 2017. Outside of advisory roles, he owns and manages several commercial real estate entities. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets across more than 4,300 client relationships. The firm uses fact-finder processes and model portfolios to create customized asset allocations, focusing on long-term strategies with the flexibility to actively trade, and supports its advisors with custodial and third-party platforms.

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.

Debra Deleers is a financial advisor at N.E.W. Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at N.E.W. Advisory Services, Geneos Wealth Management, and Northright Financial since 2017, following a prior role at SII Investments. Outside of her advisory work, she is an attorney providing estate planning and legal assistance and serves on the board of Woodlawn Cemetery in Green Bay as well as president of the Golden View Estates Condominium HOA. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets across more than 4,300 client relationships. The firm uses model portfolios and ongoing monitoring to provide customized asset allocations primarily through mutual funds and ETFs, combining fundamental, technical, and economic analysis with a long-term investment approach.

Ryan O'Leary is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Geneos Wealth Management, Private Client Services, Nicolet Wealth Management, Nicolet National Bank, and SII Investments. Outside of advisory services, he operates a fixed insurance sales business. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets across over 4,300 client relationships. The firm uses fact-finder processes and model portfolios to create customized asset allocations, combining fundamental, technical, and economic analysis with a long-term investment approach supported by Schwab and third-party platforms.

Nicholas Zerillo is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research and Sovereign Financial Group, where he also serves as managing member. Outside of his advisory work, Zerillo is an elder and board member at Central Church in Green Bay, Wisconsin. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individual clients, trusts, estates, foundations, and company retirement plans. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, employing model portfolios and a combination of fundamental, technical, and economic analysis to deliver customized investment solutions.

James Alberts is a financial advisor with N.E.W. Advisory Services, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Woodbury Financial for 18 years and is the owner of Alberts CPA and Associates, LLC, a separate accounting business he has operated since 1998. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans with asset management, financial planning, and fiduciary services. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, using customized model portfolios and a combination of fundamental, technical, and economic analysis.

Evan Henderson is a CFP® with seven years of industry experience, currently serving as an advisor at N.E.W. Advisory Services, LLC in Appleton, WI. His career includes roles at Northright Financial, Geneos Wealth Management, and Sii Investments, Inc. He serves on the board of the Financial Planning Association of Wisconsin. 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 across over 4,300 client relationships, utilizing customized model portfolios primarily composed of no-load or load-waived mutual funds and ETFs, with a mix of discretionary and nondiscretionary management.

Brooke Bradshaw is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. She has previously worked at Robert W Baird & Co and Keep Collective. Bradshaw also serves as a registered assistant for Northright Financial LLC. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individual clients, trusts, estates, foundations, and company retirement plans. The firm manages approximately $1.34 billion in assets across about 4,342 client relationships, using customized model portfolios primarily composed of mutual funds and ETFs, with an emphasis on a long-term investment approach combined with active trading capabilities.

Justin Steinbrinck is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sovereign Financial Group LLC, and Sinclair Broadcast Group. He serves as an elder board member at Central Church. N.E.W. Advisory Services, LLC manages approximately $1.34 billion in assets for individual clients, trusts, estates, foundations, and retirement plans. The firm employs customized asset allocations using model portfolios and combines fundamental, technical, and economic analysis with a primarily long-term investment approach.

Riley Siltman is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 65 licenses and has one year of industry experience. He has worked with several firms including Hermsen Wealth Management LLC, Geneos Wealth Management, and Nicolet Wealth Management. Outside of advising, he is a notary public. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, offering asset management, financial planning, and 401(k) consulting. The firm employs model portfolios and a combination of fundamental, technical, and economic analysis to create customized asset allocations, managing approximately $1.34 billion in assets across more than 4,300 client relationships.

Michael Londre is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with N.E.W. Advisory Services, Northright Financial, and Geneos Wealth Management since 2017. Londre also has experience working at the University of Wisconsin Oshkosh and SII Investments. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs a fact-finder and model portfolios to create customized asset allocations, combining fundamental, technical, and economic analysis with a long-term approach, while supporting both discretionary and nondiscretionary portfolio management.

Peter Johnson is a financial advisor with N.E.W. Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at Robert W Baird & Co., Inc. and Northwestern Mutual. Johnson currently operates under Johnson Wealth Planning LLC in addition to his advisory work. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocations using model portfolios and provides ongoing monitoring, with a focus on a long-term investment approach complemented by active trading capabilities.

Michael Whitehouse is a financial advisor with N.E.W. Advisory Services, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Navigator Planning Group for 23 years and spent time with Sii Investments, Inc. Whitehouse has ownership roles in Capital Hill Management LLC and OLDE SCHOOL OFFICE SUITES LLC, reflecting business interests outside his advisory work. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets across more than 4,300 client relationships. The firm employs customized asset allocations with a combination of mutual funds, ETFs, and other securities, emphasizing a long-term approach supported by model portfolios and active trading capabilities.