Zachary Fitzpatrick

Thomas Deppe Jr. is a financial advisor with Coast Advisory LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Breakthru Financial Services LLC, where he also worked as an insurance agent and provided tax preparation services. Coast Advisory LLC is an SEC-registered investment adviser serving trusts, estates, charities, small businesses, and high-net-worth individuals. The firm offers discretionary portfolio management tailored to client objectives and maintains the authority to appoint sub-advisors, supporting a customized investment approach.

Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.

Nicholas Mowry is a financial advisor at FIAT LUX Capital Management with five years of industry experience. He holds the Series 66 designation and has worked previously at Lauer Financial Services, MWA Financial Services Inc., and Modern Woodmen of America. Outside of finance, he teaches private music lessons through Nicholas Mowry Music. FIAT LUX Capital Management provides investment management, financial planning, and consultation services to a diverse client base, including individuals, trusts, charitable organizations, small businesses, and several institutional clients such as pension plans and sovereign wealth funds. The firm emphasizes strategic asset allocation and uses a combination of third-party software and custom programming to support client planning and portfolio management.

Christine Sharratt is a financial advisor at Elevated Private Wealth with a Series 65 designation and three years of industry experience. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and Tax Airfreight. She is also the owner of Elle Wealth Management, LLC, a non-investment-related business. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly reviews and ongoing tax consultation.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Neenah, WI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, and Global Financial Private Capital. Outside of advisory services, he is an independent insurance agent involved with Spyrnal Insurance, LLC. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach combining discretionary management, model portfolios, and outside managers, while also integrating insurance services through affiliated agencies.

Austin Nelson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Toptier Wealth Management since 2018. Prior to joining Toptier, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets and employs model portfolios primarily constructed with mutual funds and ETFs, incorporating fundamental analysis and Modern Portfolio Theory.