Kristian Finfrock is a financial advisor at Retirement Income Strategies, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as Kalos Capital, Inc. and MSI Financial Services, Inc. In addition to advising, he is a financial educational course instructor for Retirement Elevated and Retirement Planning Today. Retirement Income Strategies, LLC offers investment advisory and financial planning services primarily to individuals, as well as pension/profit-sharing plans and charitable organizations. The firm provides discretionary portfolio management using fundamental security analysis and allocation models across various asset classes and combines ongoing asset management with standalone financial planning engagements.

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to that, her work history includes roles at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors serves individuals, high-net-worth clients, couples, families, trusts, businesses, participant-directed retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm emphasizes client-specific strategic asset allocations blending index-based equities, fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Kristy Jorgensen is a financial advisor at Uncommon Cents Investing with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and served in the Wisconsin Air National Guard 115th Fighter Wing. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm emphasizes a long-term, tax-conscious approach guided by client profiles and written investment plans, managing portfolios primarily with individual equities and additional diversified assets on a discretionary basis.

Sheena Hanson is a CFP® with 19 years of experience in the financial industry. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. She also serves as a public notary for the state of Wisconsin. Uncommon Cents Investing is a team-based firm offering discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm follows a long-term, tax-conscious investment approach using fundamental analysis and typically manages portfolios with individual equities, ETFs, mutual funds, and fixed income instruments.

Gregory Snyder is a financial advisor at Uncommon Cents Investing in Janesville, WI, with eight years of industry experience. He holds a Series 65 designation and has previously worked at General Motors and Fagan Automotive. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates, focusing on long-term, tax-conscious strategies primarily using individual equities complemented by ETFs, mutual funds, and fixed income for diversification. The firm manages approximately $520 million in regulatory assets and offers additional services including ERISA advisory and consulting on estate planning, real estate, insurance, and private-business investments.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Beloit, WI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 professionals managing approximately $137 million for around 186 clients.

John Berkley is a financial advisor with Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc., spanning four decades. Outside of advising, he is President of John Berkley, Inc., a business entity used for tax purposes. Uncommon Cents Investing is a team-based firm providing discretionary investment management and financial planning to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious strategies guided by client profiles and written investment plans, typically using individual equities supplemented by ETFs, mutual funds, and fixed income for diversification.

Joel Bailey is a financial advisor at Johnson Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Johnson Wealth Inc. since 2016. Bailey is also a Senior Vice President and Wealth Advisor at Johnson Bank, where he has been employed since 2001. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm focuses on long-term, purpose-driven investment strategies based on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Katherine Clausen is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Belpointe since 2021. Her prior experience includes roles at Three Pillars Wealth Management and Carolina Espinoza State Farm. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Terrell Gamble is a financial advisor at IAMS Wealth Management, LLC in Beloit, WI, holding a Series 65 designation with nine years of industry experience. He has operated Gamble Retirement Solutions since 2013, which includes insurance sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations, primarily through discretionary portfolio management tailored to client objectives and risk tolerances.

Jason Niccolai is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. Prior to joining Belpointe, he worked at Three Pillars Wealth Management, AMTEC Corporation, and SSI Technologies, Inc. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for a diverse client base including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisor-specific and third-party investment strategies.

Scott Mosher is a financial advisor with Belpointe Asset Management LLC in Janesville, WI. He holds a Series 66 credential and has 14 years of industry experience. Prior to his current role, he worked at The Leaders Group Inc and MML Investors Services, among others. Outside of advising, Mosher coaches high school athletics and serves on the Monroe Chamber of Commerce board. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, employing advisor-specific strategies and third-party model partnerships.

David Distefano is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has 17 years of industry experience. He also operates as an independent insurance agent through Alongi Santas Financial. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a combination of fundamental and technical analysis to create customized strategies across various investment vehicles.

Chad Karl is a CFP® with 30 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. His prior experience includes roles at StoneX Securities Inc. and Wrp Investments, Inc. Outside of advising, he is involved in local nonprofit and community organizations, including serving as treasurer for a law enforcement support group and as a finance committee member for a church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of managed portfolios and third-party money managers, supported by integrated clearing and custody capabilities through StoneX Group affiliates.

Tevin Gamble is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Northwestern Mutual. Gamble is also involved in insurance sales through Gamble Wealth Management. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

Jared Arn is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. He previously worked at LPL Financial for 15 years before joining Advisory Services Network and Calton & Associates, Inc. in 2026. Outside of his advisory work, he serves as an assistant track and field coach. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and a wrap-fee program, managing about $8.6 billion in client assets.

Marissa Evers is a financial advisor at Associated Investment Services, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Retirement Income Strategies and Uncommon Cents Investing. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs from third-party managers and its affiliate Kellogg Asset Management, delivering mostly non-discretionary advisory services through the Envestnet/NFS platform.

Robert Mosley is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Janesville, WI, where he has worked since 2017. He has a total of six years of industry experience and also serves as a wealth advisor at Johnson Bank, a position he has held since 2008. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and offers specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options for qualified clients.

William Sutherland is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Third Seven Capital, LLC and MassMutual Life Insurance Company. Outside of advising, he is involved in insurance sales as president of Three Pillars Risk Management and serves as a portfolio manager and marketing professional for the Anydrus Advantage ETF at Collaborative Fund Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client goals and risk tolerance.

Vincenzo Cimino is a CFP® with 34 years of experience in the financial industry. He has worked at LPL Financial for 30 years and operated Cimino Wealth Advisors, Inc. before joining Wealth Enhancement Advisory Services, LLC in 2018. He is involved in an investment-related LLC formed with bank board members to acquire and lease back a facility to a bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.