David Stevens

William Henderson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Global View Capital Management since 2014 and has prior experience with Great Lakes Education Loan Services and several educational institutions. Henderson also provides consulting services in educational financial aid and has roles involving marketing and sales of insurance products. Global View Capital Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a largely model-driven, quantitative investment approach using proprietary research and algorithmic models to manage approximately $708 million in discretionary assets across 85 advisors.

Anthony Smyrneos is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Commonwealth since 2004 and also works at Farmers Exchange Bank in Wautoma, WI. Smyrneos spends a small portion of his time selling fixed insurance products. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, compliance, and practice-management support to affiliated advisors.

Tyler Schroeder is a financial advisor with Robert Baird & Co. in Wautoma, WI, holding a Series 66 designation and eight years of industry experience. He has been with Robert Baird & Co. since 2017 and previously worked at MattressFirm from 2011 to 2017. Outside of his advisory role, Schroeder is an owner and landlord of several real estate entities. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Brian Getchius is a financial advisor with Thrivent Investment Management in Wautoma, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, Getchius serves on the boards of the Reign Volleyball Club, a local youth volleyball nonprofit, and the Little Sprouts Discovery Center, a nonprofit daycare serving Waushara County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account options under a consolidated billing system, while maintaining a separation between planning and asset management services.

Travis Truesdale is a financial advisor at Edward Jones in Wautoma, WI, holding a Series 66 designation with four years of industry experience. His prior work experience includes roles in construction at Brothers Concrete Construction LLC and Faulks Bros. Construction, as well as at Nordic Mountain. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages over $1 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.