James Morrey

Charles Weigel is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been involved with Global View Capital firms since 2014 and owns Weigel & Associates, an insurance agency specializing in life, health, and disability insurance, which he has operated since 1983. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs quantitative and technical investment strategies, supported by its proprietary research platform, and offers a variety of managed account options including sub-advisory services and ETF-focused portfolios.

Scott Klaas is a financial advisor with First Command Advisory Services, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the U.S. Army Mission Command Training Program for four years and has been involved in livestock farming as the owner of Saint Wendelin's Croft since 2020. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and select third-party managers.

Darrah Tomas is a financial advisor with Ameriprise in Spring Green, WI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Ameriprise in 2021, Tomas worked at Stifel from 2018 to 2021 and B.C. Ziegler and Company from 2016 to 2018. Outside of advising, Tomas is involved in automotive restoration through bookkeeping and ordering parts for Cuda's Speed Shop. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Pape is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at The Peoples Community Bank and Northwestern Mutual, as well as teaching experience at the University of Wisconsin Milwaukee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Justin Stanek is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. He holds a Series 66 designation. Outside of his advisory role, Stanek is involved in coaching basketball for the Spring Green School District and manages local farmland through Bluff Country Holdings; he is also a silent investor in a restaurant in Plain, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust, tax-efficient strategies, and securities-based lending.

Robert Rynes is a financial advisor with LPL Financial in Spring Green, WI, holding a Series 66 designation and 10 years of industry experience. He has worked concurrently at The Peoples Community Bank and LPL Financial since 2015. Rynes is also engaged in selling Medicare Supplemental Insurance through an affiliated agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.