Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

Austin Swisher is a financial advisor at Benchmark Capital Group Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Benchmark Capital Group, he worked at Imperial Industries and served in the United States Marine Corps. He also has a background in education from the University of Wisconsin-Stevens Point. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and employer retirement-plan consulting for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $174 million, utilizing a variety of investment methods including fundamental and technical analysis to accommodate both long- and short-term strategies.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

Victor Kizewski is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Elite Wealth Management, Inc. since 2025 and previously held roles at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory work, he is a licensed life and health insurance agent, recommending life insurance and annuities to clients as appropriate. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm uses a range of model portfolio strategies based on fundamental, technical, and cyclical analysis, providing written Investment Policy Statements, ongoing monitoring, and additional options including structured notes and coordinated custodial onboarding.

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at American Trust Investment Services, Avellino Financial Advisors, and Forest Securities. Outside of advisory work, he is involved with AB Pfiffner Chain Vacations, a real estate rental business. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets and serving around 616 households. The firm offers customized portfolio management and financial planning services, employing a bottoms-up fundamental screening process and incorporating a variety of investment strategies tailored to diverse risk profiles.

Jenna Laws is a CFP® and CFA® with 17 years of industry experience. She currently serves as an advisor at Evexia Wealth, LLC and previously worked at Thrivent Advisor Network and Thrivent Financial for Lutherans. Outside of her advisory role, Laws is vice president and a board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach utilizing ETFs, equities, mutual funds, and fixed-income securities, and offers specialized model portfolios and in-house accounting services.

Alexander Stecker is a financial advisor at KerberRose Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc, Thrivent Financial for Lutherans, and Gross Motors of Neillsville Inc. Outside of his advisory role, he is also involved in insurance brokerage through Crump and serves as a registered representative with APW, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various business entities, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with related accounting, insurance, and retirement plan administration affiliates.

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.

Joseph Watson is a CFP® with 22 years of experience in the financial services industry. He currently serves as an advisor at Evexia Wealth, LLC and has previously worked with Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among others. Outside of his advisory role, he is also a licensed agent for fixed insurance. Evexia Wealth is a SEC-registered advisory firm that manages approximately $329 million across about 400 client relationships, serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamental-analysis-driven investment approach and offers customized portfolios alongside ongoing financial planning and consulting.

Jonathan Steffen is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 65 designation. He has previously worked at Silvertree, LLC and Brookstone Capital Management. Outside of advising, he is involved in business consulting on tax savings strategies and offers insurance products as a licensed broker. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory services, including discretionary and consultative portfolio management programs, financial planning, and access to alternative investments.

Ryan Hinner is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Practical Retirement Planning and Stevens Point Area Public Schools. Outside of finance, Ryan has been a stock car racer since 2008 and assists with food plot and hunting property work. 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 mix of fundamental and technical analysis to construct customized strategies and offers model-based solutions through a subscription platform.

Adam Ranum is a financial advisor at Summit Financial, LLC in Stevens Point, WI, holding Series 65 and Series 63 designations with 10 years of industry experience. His prior work experience includes roles at Northwestern Mutual Wealth Management Company and Powertek. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative platforms to serve a diverse client base.

Teryn Kuse is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to joining CliftonLarsonAllen, Kuse worked at Northwestern Mutual and held various positions in education and retail. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance offerings, using a strategic asset allocation approach supported by model portfolios and third-party programs.

Scott Biertzer is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for six years before joining his current firm in 2021. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers access to model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Jason Glisczynski is a CFP® with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at Silvertree LLC and Brookstone Capital Management. Outside of advisory work, he is a 33% owner of IntelliRent, LLC, a student rental property business where he is involved in property management and maintenance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Robert Berg is a financial advisor with Harbour Investments, Inc. in Stevens Point, WI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Harbour Investments since 1992 and also operates Practical Retirement Planning. Berg is an independent insurance agent with activities that may include equity indexed annuities. 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 mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Benjamin Kasten is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience, having joined Principal Securities and Principal Life Insurance Company in 2026. His previous work includes roles in custom home construction and community service. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Anton Zanella is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual in various capacities. Outside of his advisory work, Zanella operates a mobile DJ business, performing at weddings and public events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.