Mark James Sprtel

Schaper Benz & Wise Investment Counsel, Inc. (SBW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Neenah, Wisconsin. The firm was founded by Gerald Schaper in 1992. SBW offers investment management services primarily to families of wealth, foundations and businesses.

The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments.