Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with both IAG Wealth Partners and LPL Financial since 2013 and 2014, respectively. IAG Wealth Partners manages approximately $1.585 billion in client assets across more than 2,200 relationships, offering financial planning, consulting, and portfolio management for individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach, utilizing both model-based and customized strategies, and frequently incorporates third-party managers and LPL-sponsored advisory programs.

Jill Stock is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Spectrum, she worked at Wisconsin Athletic Club and operated Real Fit, LLC for ten years. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting as well as wealth management and financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ for fund ranking and reporting.

Adam Peck is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Riverwater Partners LLC since 2016. He holds director roles at 636 Corp, a thermostat company, and Coral Gables Trust, a trust company, both involving monthly board and investment committee meetings. He was also involved with Arbel Growth Partners, a venture capital firm focused on the food sector, which is currently in wind down. Riverwater Partners provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible investing process called the Three Pillar Approach®, managing focused portfolios that include small- and micro-capitalization strategies, and serves both direct clients and third-party advisors.

Suzanne Weeden is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Spectrum Investment Advisors since 2014. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, estates, and other entities, offering plan consulting, wealth management, investment consulting, and standalone financial planning. The firm emphasizes written investment policies, periodic monitoring, and employs proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™, while integrating AI tools with human oversight in its wealth management approach.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. His background includes roles at LPL Financial, Annex Wealth Management, and H. Beck Inc., as well as a lengthy career with the New Berlin Police Department. He also has a teaching role at Waukesha County Technical College. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management services with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and incorporates third-party managers and LPL-sponsored advisory programs.

Jonathon Jesse is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Spectrum in 2022, he worked at the International Housewares Association from 2016 to 2020. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by offering 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, typically using no-load mutual funds and ETFs, with portfolios monitored quarterly and managed on a discretionary basis as needed.

Michael Mcdonald is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has been with Spectrum Investment Advisors since 2011. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies, utilizing charting, fundamental, and cyclical analysis, including a patented color-coded cyclical system, to guide asset allocation and manager selection.

Nathan Alexander is a financial advisor at Resonant Capital Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Resonant, he worked at Visu-Sewer Inc. for four years. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual, high-net-worth, institutional, and retirement plan clients. The firm employs a tailored investment approach that combines active, passive, and factor strategies with emphasis on bottom-up equity selection and higher-quality fixed income, supported by manager due diligence and ongoing monitoring.

Brian Cayon is a CFA® charterholder with 20 years of industry experience. He has worked at Fortress Planning Group since 2022, following roles at Northern Trust Company and Waukesha State Bank. He holds a Series 63 license. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly with Dimensional Fund Advisors funds.

Marcus Mrugala is a financial advisor with Richmond Investment Services LLC, holding a Series 63 designation and bringing 20 years of industry experience. He previously worked at Edward Jones from 2005 to 2017 and LPL Financial from 2017 onward before joining Richmond Investment Services in 2024. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, emphasizing tailored asset allocation and ongoing supervision based on clients’ financial needs and risk tolerances.

Scott Wellens is a CFP® professional with 14 years of industry experience, currently serving at Fortress Planning Group since 2011. He holds a Series 65 license and is based in Pewaukee, WI. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm follows a four-step consultative process and employs a diversified investment approach focused on value and small-cap exposures, primarily using Dimensional Fund Advisors funds.

Isaac Charpentier is a financial advisor at Shakespeare Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at West Bend Insurance Company, Bank Five Nine, and Generac Power Systems. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $641.9 million across about 312 accounts. The firm uses a model-driven, allocation-focused investment approach tailored to various risk profiles and offers discretionary portfolio management alongside comprehensive financial planning.

Andrew Richman is a financial advisor with Packerland Brokerage Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Packerland Brokerage Services since 2009. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, fixed, and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets, and offers both brokerage and advisory implementation pathways.

Chadwick Albano is a financial advisor at Global View Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Robert Half International and Investment Advisors International. Albano is also involved with affiliated entities focusing on marketing and sales of insurance and advisory services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using model-driven strategies focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.

Peter Glowacki is a financial advisor at TCFG Investment Advisors, LLC with 43 years of industry experience. He has worked at City National Bank and RBC Capital Markets Corporation prior to joining TCFG. Glowacki holds Series 63 and Series 65 licenses. TCFG Investment Advisors manages approximately $639 million in assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using diverse analytical methods and strategies.

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, Blazei serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, contributing to their investment committees, and operates a human resources consulting firm focused on compensation and benefits. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company since 2015. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, which are involved in marketing and the sale of health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through partnerships with third-party managers and platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Stuart Friberg is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Harbour, he worked at Northwestern Mutual in various roles and is also involved as a children's ministry assistant at Open Door Bible Church. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and various advisory services tailored to individual adviser strategies.

Matthew Morzy is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. His prior experience includes roles at Annex Wealth Management, H. Beck, Inc., and SCOTTRADE. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in assets. The firm provides coordinated wealth-management services with an investment approach centered on long-term, diversified portfolios managed through centrally managed sleeves and standard models, allowing for advisor customization.