Michael Dale Peterson

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Charles Weigel is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with his own insurance agency, Weigel & Associates, since 1983, where he serves as owner and insurance agent. His background includes roles in affiliated entities focused on insurance marketing and advisory services. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach centered on technical analysis applied to ETFs and mutual funds, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.

Michael Peat is a financial advisor with Harbour Investments, Inc. in Dodgeville, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with 1st Rate Wealth Management and First Rate Financial throughout his career. Peat is a board member of the Iowa-Grant Educational Foundation, a charitable organization supporting educational enrichment activities. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and multiple execution platforms tailored to advisor and client needs.

Chester Lee is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pillar Wealth Management Co. for 14 years. Outside of his advisory role, he is involved in a self-storage business in Dodgeville, Wisconsin. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

David Boyden is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, he is president and owner of Boyden Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, Dahl is involved in local community organizations, serving on boards for the Sauk Prairie Sports Booster and Sauk City Chamber of Commerce, and volunteers with a children’s hospital foundation. He also owns a tent rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models combined with strategic asset allocation and ongoing due diligence.