Legacy is among the regions's preferred wealth advisory firms, with assets under management approaching 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As a fiduciary, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you. In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans. Learn more about how we can help you build your Legacy: https://www.lptrust.com/ Hear more about our story here: https://www.lptrust.com/our-story/ What our clients are saying: https://www.lptrust.com/testimonials/ Legacy career page: https://www.lptrust.com/careers/

Total Farm Marketing helps farmers develop strategies to harvest a better average price for their products. Regardless of size, location or type of operation our all-inclusive approach helps tame the volatility of the markets by delivering and supporting strategic hedging and cash decisions. Total Farm Marketing’s deep breadth of services include: Stewart-Peterson Inc., a publishing company that prepares farmers for the markets with data analytics on current commodities. Stewart-Peterson Group Inc. delivers experienced brokerage expertise helping you prepare for the markets. Stewart-Peterson Group Inc. is registered with the Commodity Futures Trading Commission (CFTC) as an introducing broker and is a member of National Futures Association. SP Risk Services helps dairy farmers efficiently protect revenue through insurance advice. SP Risk Services, LLC is an insurance agency and an equal opportunity provider. The TFM Managed pricing program delivers simple access to professional marketing through a managed contract. The TFM Managed Pricing Program and the managed contracts of which it is comprised, are offered by Indigo Ag. Recommendations for the TFM Managed Program are provided to Indigo Ag from Stewart-Peterson Inc. SP Risk Services LLC and Stewart-Peterson Inc. are wholly owned by Stewart-Peterson Group Inc. Unless otherwise noted, services referenced are services of Stewart-Peterson Group Inc. Past performance is not indicative of future results. No representation is being made that scenario planning, strategy, consistency or discipline will guarantee success or profits. Futures and options trading involve significant risk of loss and may not be suitable for everyone. Carefully consider whether such trading is suitable for your financial condition. Any decisions you may make to buy, sell or hold a futures or options position on such research are entirely your own and not in any way deemed to be endorsed by or attributed to Total Farm Marketing.

As a co-founder and CEO of Provident Financial Consultants, I make it a priority to ensure we are delivering only the highest level of personalized financial service to clients; a company based on trust, integrity, and commitment. I specialize in pre- and post-divorce planning. My others areas of focus include of tax planning, retirement planning and financial portfolio management.

Securities and Investment Advisor Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Jasen Wealth Advisors LLC and Woodbury Financial Services, Inc., are not affliliated entities.

At Advisors Management Group, we are more than a typical advisory firm. We are your strategic financial advocates-helping you with all aspects of financial decision-making and partnering with individuals and small businesses throughout the year to make sure you remain on a healthy financial path. We have offices in La Crosse, Eau Claire, and Green Bay, Wisconsin. Our mission has always been, and will always be, to help our clients reach their financial goals through dedicated, collaborative and personalized support. We are committed to providing you with the meticulous planning and thoughtful financial management you need to achieve your objectives. At AMG, we have CFP® certified (Certified Financial Planner) consultants.

Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 15 states. Our advisors specialize in financial planning, wealth accumulation, wealth distribution, wealth protection and employee benefits. Securities and advisory services offered through LPL Financial Member FINRA/SIPC member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Adviser. Gateway Financial Partners and NPC are separate and unrelated companies. Content is for general purposes only and is not an offer to buy or sell any security. LPL does not provide tax or legal advice.

Bay MarketForce delivers best practice marketing, strategy, plans, and execution techniques with growth in mind. Mixing traditional marketing tactics along with digital technology, prospect data, and demand generation strategies, Bay MarketForce provides an integrated sales and marketing solution that grow our client's revenue and customer base. Founded in 2007, Bay MarketForce's mission is to assist companies in selling their products and services into local, regional and national markets. Our fundamental value is using our proven processes to increase sales and marketing coverage in your existing markets and provide reach into new markets. The result is to always deliver measurable and predictable revenue at a lower cost of sales.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

As a CERTIFIED FINANCIAL PLANNER™, I assist my clients in documenting their personal, professional and financial goals and objectives. I then develop a personalized strategy to assist in achieving those goals and objectives.I am a member and past president of the Financial Planning Association (FPA) of Northeast Wisconsin.

Assignment ended August 2024 - short term assignment to set up HR Department (new Company). Responsible for onboarding and working with carriers and brokers to set up payroll (ADP), benefits, and the 401(k) plan, also prepared policies and the new hire handbook.

I am a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent. I develop financial plans for clients. I provide advice on investments, insurance, long-term care, taxes, education funding, and other aspects of a comprehensive financial plan.