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.

The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.

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.

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.

Michael Brusko is a financial advisor at Toptier Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Heartland Advisors and ALPS Distributors, Inc. Brusko has been with Toptier Wealth Management since 2018. Toptier Wealth Management serves individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management. The firm manages approximately $176 million in discretionary assets using mutual funds, ETFs, and model portfolios, with a focus on employer-related and business planning services.

James Pfeil is a financial advisor at Harbour Investments, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Calton & Associates, Capital Financial Services, and Thrivent Financial. In addition to his advisory role, he is involved as an independent insurance agent focusing on fixed annuities, life, disability, and long-term care Medicare plans. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment instruments, and offers model-based solutions through a subscription platform.

Daniel Krueger is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Annex Wealth Management, Provident Insurance Group, and H. Beck, Inc., as well as operating his own insurance sales business since 1991. Outside of advisory services, he is involved in insurance sales and individual tax preparation. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a blend of fundamental and technical analysis to construct customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Peter Engstrom is a CFP® professional with 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2008. Based in Mukwonago, WI, Engstrom holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. offers advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio managers and its affiliate Kellogg Asset Management to implement investment strategies, delivering advisory services through the Envestnet/NFS platform.

Zachary Fitzpatrick is a financial advisor with The AmeriFlex Group holding Series 63, 65, and 66 designations. He has experience working at several firms including Cambridge Investment Research, Fitzpatrick CPA & Financial Services, and PricewaterhouseCoopers, LLP. Fitzpatrick is also the owner of a tax services firm, Fitzpatrick CPA & Financial Services, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jake Steffens is a financial advisor with On Investment Management Company based in Waterford, WI, holding a Series 66 designation and six years of industry experience. He has worked at THE O.N. Equity Sales Company, Ohio National Financial Services, and Steffens Insurance Group, Inc. since 2017. Outside of his advisory role, he is involved as a junior agent with V3 Financial Wealth Strategies and serves as a licensed subscriber for a technology platform providing wills and trusts services through Estate Documents Pro. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm’s platform includes fee-based financial planning, access to multiple third-party investment programs, and retirement plan advisory services, with a mix of discretionary and non-discretionary account management options.

Michael Neumann is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. In addition to his advisory role, Neumann is the CEO of Horizon Insurance Brokerage Group, where he has served since 2014. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Brian Whitaker is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Visionary Wealth Management, B&M Financial Inc., and 1st Opulence Financial LLC. Outside of advisory work, he is involved in farming activities in Burlington, WI. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a mix of analytical approaches. The firm emphasizes risk assessment, tax-efficient solutions, and guaranteed-income strategies in managing client assets.

Deanna Miller is a Series 66 credentialed financial advisor at Simon Quick Advisors, LLC with nine years of industry experience. She previously worked at Proquility Private Partners, LLC, Form Wealth Advisors, LLC, and Raymond James Financial Services, Inc. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients with wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and operates multiple affiliated private funds as a general partner or managing member.

Michael Feldmann is a financial advisor with Empower Advisory Group in Muskego, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Gwfs Equities, Inc. since 2011 and joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) based in Delavan, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has operated Sounde Financial Group since 2016 and has been affiliated with New York Life Insurance Co and its related entities since 2012. Outside of her advisory work, she serves as Vice President on the Board of the Geneva Lake West Chamber of Commerce and hosts a podcast titled "Shine Your Light - Finding Your Inner Voice." Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a broad network of investment adviser representatives.

Zachary Olson is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wipfli Financial Advisors and has a background that includes time at the University of Wisconsin - Madison and Mukwonago High School. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm follows a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses such as a law firm and trust company.

Shaun Williams is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameritas and its affiliated entities since 2006 and is president of Williams Financial LLC, which provides insurance and business planning services. Williams also owns and manages a farming operation involving hay and livestock. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm provides fee-based asset management and fiduciary advice through a range of strategies, serving a broad client base with both discretionary and non-discretionary portfolio management.

Sheila Gindhart is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Edward Jones and World Financial Group, Inc. She is based in Mukwonago, Wisconsin. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and ongoing oversight.