Advisors' Pride Inc. is a financial advisory firm based in Appleton, Wisconsin. It currently has approximately $1,176,646,484 of assets under management and employs about 32 people. Advisors' Pride Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees from other registered investment advisors.

Gateway Wealth Partners, LLC is a registered investment adviser based in Appleton, WI, established in September 2022. The firm offers financial planning, consulting, and investment management services. As of December 31, 2024, the firm had $1,249,772,416 in regulatory assets under management. Gateway Wealth primarily uses fundamental and technical analysis for investment strategies, focusing on long-term goals. Clients can engage the firm for wealth management services, including discretionary and non-discretionary portfolio management. The firm may recommend specific investments, asset allocations, and portfolio adjustments based on client goals and risk tolerance. Gateway Wealth charges fixed or hourly fees for financial planning and consulting services, ranging up to $15,000 or $400 per hour. For investment management services, clients are charged an annual fee up to 2.00% based on assets under management. The firm may receive compensation from LPL Financial LLC for program fees, creating a conflict of interest. Clients have the option to direct brokerage transactions and may request to use a specific financial institution for transactions. The firm does not accept proxy voting authority and does not disclose financial information as specified in the instructions. Clients are encouraged to review account statements and reports regularly and discuss any changes in financial goals with the firm.

McGlone Suttner Wealth Management, Inc., established in 2009, offers tailored asset management and financial planning services. The firm, led by Thomas J. Suttner and Jason A. McGlone, acts as a fiduciary, prioritizing clients' best interests. With $815,977,938 in discretionary assets under management, the firm provides continuous portfolio management based on individual financial goals and risk tolerance. Clients can impose restrictions on investments and complete a questionnaire to customize services. Fees, up to 1.5% annually, are calculated based on account value and are negotiable. McGlone Suttner uses Morningstar Office for analysis and a diversified approach for asset allocation. The firm does not charge performance-based fees and serves individuals, qualified plans, and businesses. Investment strategies include mutual funds, ETFs, individual stocks, and bonds. The firm does not engage in wrap fee programs and does not vote client securities. McGlone Suttner does not compensate for referrals and does not take custody of client funds. Clients can grant discretionary management authority and set trading parameters. The firm does not vote client securities and offers financial planning and consulting services with fees up to $250 per hour. McGlone Suttner maintains a Code of Ethics and reviews accounts at least quarterly.

Copper Harbor Investment Advisors, LLC is a Registered Investment Adviser established in 2014, providing investment and financial planning advice to various clients, including individuals, high net worth individuals, pension plans, trusts, estates, charitable entities, corporations, and other business entities. The firm offers Investment Advisory Services, Retirement Plan Services, and Self-Directed Accounts. Investment Advisory Services involve continuous advice and discretionary management based on clients' needs and risk tolerance. The firm utilizes various investments such as stocks, bonds, mutual funds, and ETFs, considering factors like performance history, cost structure, and risk. Clients can place restrictions on account management and retain ownership of securities. Copper Harbor may recommend Sub-Advisors to manage client investments, with clients having the ability to set investment restrictions. The firm charges fees based on a percentage of assets under management, with additional fees for retirement plans. Clients are urged to review custodial statements and compare them with statements provided by the firm. The firm's advisors, including Steve N. Hooyman, Amy J. Sitter, Jesse L. Nelson, Ramon Garrido Mateos, and Robert J. Moore, have extensive educational backgrounds and certifications in financial planning and trust management. The firm operates under a Code of Ethics and maintains a fiduciary standard of care for clients. Clients have the option to grant voting authority to the firm for company proxies. Copper Harbor Investment Advisors, LLC does not have any disciplinary events to report and does not engage in other investment-related businesses. The firm's advisors are supervised by Steve Hooyman, who is also the Chief Compliance Officer.

Kerntke Otto McGlone Wealth Management Group, LLC is a financial advisor firm based in Appleton, WI, established in January 2007. The firm offers financial planning services focusing on long-term financial goals and asset management services involving continuous supervision of client accounts. They may also refer clients to third-party money managers for investment advice. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. For investment discretion, clients can grant trading

Sumnicht & Associates, LLC is a financial advisory firm founded by Vernon C. Sumnicht in 1988. Vernon is the Chief Executive Officer, Chief Investment Officer, and Chief Compliance Officer of the firm. He holds a Bachelor of Arts in Business Administration from the University of Wisconsin, Whitewater, an MBA in Finance from the University of Wisconsin, Whitewater, and is a Certified Financial Planner (CFP®) since 1988. The firm specializes in providing financial planning services at a fiduciary standard of care, ensuring that clients' best interests are prioritized. All advisors at Sumnicht & Associates are required to have a college degree and/or substantial investment-related experience, as well as maintain all necessary licenses and designations. Clients have the option to work with Sumnicht for the purchase of life insurance and/or annuity products, for which he may receive commissions. The firm is affiliated with iSectors®, LLC, an SEC registered investment adviser, providing asset allocation models to assist in managing clients' assets. Sumnicht & Associates emphasizes compliance with regulatory requirements, with Vernon Sumnicht overseeing the enforcement of the company's compliance policies and procedures. As a CFP® professional, Vernon adheres to the CFP Board's Code of Ethics and Standards of Conduct, ensuring ongoing education and ethical standards are met to maintain the CFP® certification.

The Appleton Group, LLC is an independent Registered Investment Advisor (RIA) established in December 2003, offering wealth management services to various clients, including private clients, employer-sponsored plans, and non-profit endowments. The firm specializes in providing investment advisory and management services, focusing on risk-managed, risk-accepting, and hybrid strategies. They primarily offer Separately Managed Accounts, with a minimum investment amount of $200,000 for individual accounts and $1,000,000 for Employer Sponsored Qualified Retirement Plans. The firm operates as a fiduciary, acting in the best interests of clients. Fees are structured based on managed assets, with annual advisory fees ranging from 0.30% to 1.00% depending on the account size. The investment strategies offered include Risk-Accepting, Risk-Managed, and Hybrid portfolios, each designed to address specific client needs and risk tolerance levels. The team at The Appleton Group includes experienced professionals like Mark C. Scheffler, the Chief Executive Officer, Senior Portfolio Manager Peter A. Mutschler, and Private Client Advisors Wendy M. Hoeft, Grace Anderson, and Samantha Kolb. The firm emphasizes client privacy and data security, maintaining strict confidentiality standards and implementing robust cybersecurity measures.

**Background and Expertise:** Collar Capital Management, LLC is a registered investment adviser based in Appleton, WI, established in 2009 by Patrick Collar. The firm specializes in providing a wide array of investment advisory services to individuals and other clients, including asset management and pension consultations. Their investment strategies involve continuous account supervision, tailored portfolio creation, and periodic reviews to align with client goals. **Consumer-Facing Terms:** - **Minimum Initial Investment:** No specific minimum mentioned. - **Fee Structure:** Asset Management fees range from 0.85% to 1.50% based on assets under management, with exceptions possible under negotiated agreements. Pension consulting fees are up to 0.50% of plan asset value. - **Fiduciary Status:** The firm is committed to full disclosure and acts as a fiduciary. - **Investment Discretion:** Clients can grant the firm discretion over securities selection and transactions. - **Investment Philosophy:** Utilizes technical, fundamental, cyclical, long-term, short-term, and option writing analyses. Risks associated with each strategy are outlined, including liquidity, credit, inflation, and interest rate risks. **Advisory Business Description:** Collar Capital Management, LLC offers asset management services involving individual stock and bond portfolios, ETFs, closed-end funds, and options. They tailor investment strategies to meet client needs and provide pension consulting services to employer plan sponsors. The firm's investment strategies include technical, fundamental, cyclical, long-term, short-term, and option writing analyses, with a focus on risk management and client-specific objectives. This summary provides a comprehensive overview of Collar Capital Management, LLC's background, expertise, consumer-facing terms, and investment strategies, as outlined in their Form ADV Part 2A brochure.