Endowment Wealth Management, Inc.

Benjamin Gilkay is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at College Works Painting, Inc., University of Wisconsin-Madison, and self-employment ventures. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients. The firm follows an Endowment Investment Philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, and private placements, and offers services including financial planning, portfolio management, and private fund advisory.

Samuel Moore is a CFP®-credentialed financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, bringing seven years of industry experience. He has held roles at Endowment Wealth Management and its affiliated firm ETF Model Solutions, LLC since 2016, and previously worked at Accu-com and the University of Wisconsin-Madison. Endowment Wealth Management serves individuals, high-net-worth clients, public charities, trusts, and institutional accounts with financial planning, portfolio management, retirement consulting, and alternative investment advisory services. The firm employs a long-term “3D Endowment Investment Philosophy” blending ETFs, separately managed accounts, and private investments, and offers specialized services including fund administration and participant-level advice through affiliated entities.

John Weninger is a Certified Financial Planner® with 14 years of industry experience. He is a wealth advisor at Endowment Wealth Management, Inc. and also serves as an adviser with ETF Model Solutions, LLC, both based in Appleton, WI. Prior to joining Endowment Wealth Management and ETF Model Solutions in 2017, he worked at Vision Wealth Partners from 2013 to 2017. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that integrates liquid ETFs and mutual funds, separately managed accounts, and allocations to alternative and private investments.

Michael Rottier is a CFP® and holds a Series 65 license with three years of experience in financial advising at Endowment Wealth Management, Inc. He previously worked in various roles including positions at Karcz Utility Services, KI, the University of Wisconsin-La Crosse, Bay Motel and Family Restaurant, and Ashwaubenon School District. Rottier also serves as an analyst with ETF Model Solutions, LLC, an affiliated firm. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that combines liquid ETFs, mutual funds, separately managed accounts, and private investments, and offers services including family office support and advisory consulting tailored to client objectives.

Cole Fleischmann is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Endowment Wealth Management, Inc. and has previous roles at ETF Model Solutions, LLC, Voyager Capital Management, LLC, and Next Level Planning & Wealth Management. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm follows an endowment investment philosophy that allocates assets into growth, income, and risk-managed categories, using ETFs, separate account managers, model portfolios, and private placements, and offers a range of customized strategies across discretionary and non-discretionary mandates.

Evan Kubiak is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently a Wealth Analyst at Endowment Wealth Management, Inc. in Appleton, WI. Prior to joining Endowment Wealth Management, he held positions at Northwestern Mutual and has experience working with local organizations including Meridian Hills Country Club and youth sports associations. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that integrates liquid ETFs, separately managed accounts, and alternative private investments, and offers specialized services including family office support and participant-level advice.

Jamie Brown is a Senior Investment Officer at Endowment Wealth Management, Inc. in Appleton, WI, with 13 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to his current roles, Brown worked at Thrivent Asset Management from 2014 to 2018. He is also involved with affiliated entities Global Alternative Investment Management LLC and ETF Model Solutions, LLC as a Senior Investment Officer. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients with a range of services including financial planning, discretionary and non-discretionary portfolio management, and alternative investment advisory. The firm utilizes an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed buckets, employing ETFs, separate account managers, model portfolios, and private placements to meet client objectives.

Robert Riedl is a CFP® with 22 years of industry experience, currently serving as Director of Wealth Management at Endowment Wealth Management, Inc. in Appleton, WI. He is also President and Chief Compliance Officer at the firm and holds leadership roles at affiliated entities including ETF Model Solutions, LLC and Global Alternative Investment Management LLC. His prior experience includes work at these affiliated firms, which share common ownership and headquarters. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutions. The firm follows a long-term “3D Endowment Investment Philosophy” that integrates liquid ETFs and mutual funds, separately managed accounts, and significant allocations to alternative and private investments.

Robert Riedl is a CFA® charterholder based in Charlotte, NC, with over 12 years of experience in the financial services industry. He previously worked at Wells Fargo Securities, LLC for 11 years and KeyBanc Capital Markets Inc. for one year before joining Endowment Wealth Management, Inc. in 2026. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing a range of services including financial planning, portfolio management, retirement plan consulting, and private fund management. The firm employs an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed categories, utilizing ETFs, separate account managers, model portfolios, and private placements.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He serves as Director of Institutional Services at Endowment Wealth Management and is also Managing Director at ETF Model Solutions, LLC, as well as Chief Operating Officer at Global Alternative Investment Management LLC. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm follows a strategic, long-term investment philosophy that integrates liquid ETFs, separately managed accounts, and alternative investments, and it serves as adviser and sponsor for pooled private vehicles through affiliated entities.

Prateek Mehrotra is a CFA® charterholder and holds a Series 65 license with 23 years of industry experience. He currently serves as Chief Investment Officer at Endowment Wealth Management, Inc., where he is also a board member and shareholder. Mehrotra has held leadership roles at Global Alternative Investment Management LLC and ETF Model Solutions, LLC, all affiliated firms based in Appleton, WI. Endowment Wealth Management provides financial planning, portfolio management, and alternative investment advisory services to individual investors, retirement plans, non-profits, and institutions. The firm employs an Endowment Investment Philosophy that allocates assets into growth, income, and risk-managed categories using ETFs, separate accounts, and private placements, offering customized portfolios monitored under discretionary or non-discretionary mandates.

Daniel Fox is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 credential and 11 years of industry experience. He is also the managing member and principal of Fox Financial Group, a financial consulting firm serving private, closely held businesses. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that includes allocations to ETFs, mutual funds, separately managed accounts, and alternative investments such as private equity and private credit.