Joseph Czukas is a financial advisor with Harbour Investments, Inc., holding a Series 66 designation and 23 years of industry experience. He has worked concurrently at Harbour Investments, Czukas, McCall & Assoc., Inc., and Capital Solutions since 2003. Outside of advising, Czukas is involved in community and educational activities, including serving as a volunteer festival coordinator for St. John Vianney Parish, instructing retirement planning courses at the Prepare Institute, and acting as an assistant varsity football coach at Marquette University High School. He also serves on the board of the Conservancy of Healing and Heritage and is a co-owner of a publishing company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Carl Sellen is a CFP® and Series 66-licensed advisor at Associated Investment Services, Inc. in Brookfield, WI, with 22 years of industry experience. He has been with Associated Investment Services since 2006. Associated Investment Services, Inc. provides advisory and brokerage services 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, serving clients primarily through the Envestnet/NFS platform with a focus on predominantly non-discretionary management.

Caleb Hutchins is a financial advisor at RiverFront Investment Group, LLC with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining RiverFront in 2026, he spent 12 years at Robert Baird & Co. and has been affiliated with UW-Milwaukee for 20 years. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection, implementing strategies through various model delivery platforms and customized portfolio solutions.

Michael Distefano is a financial advisor at Creativeone Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes positions at Change Path LLC, Riverwater Partners LLC, and a brief period of unemployment in 2017-2018. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. 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 passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Marvin Peplow is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has been with Forum since 2016 and also manages an accounting and tax practice as president of Peplow & Peplow LLC. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and back-office services, including support for independent advisors and RIAs.

Andrew Hughes is a Series 66 licensed advisor with Lifemark Securities Corp. in Oconomowoc, WI, and has 11 years of industry experience. He has worked at Lifemark since 2023 and operates Hughes Financial Services since 2019. Outside of his advisory role, Hughes volunteers as a high school basketball official and coach, serves on a church finance council, and teaches investing basics at St. Joan of Arc School. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored, suitability-driven advice through both discretionary and non-discretionary account management.

Kirk Domke is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Domke is also the owner and president of Domke Financial Services, a business focused on selling insurance and investment products. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products through dually registered representatives.

Andrew Salemme is a financial advisor at Harbour Investments, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at CM&A Wealth Management and METLIFE. Outside of his advisory role, he serves as an assistant high school wrestling coach at Marquette University High School. 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 combination of fundamental and technical analysis to develop customized investment strategies and offers model-based solutions through a subscription platform.

Joel Guthmann is a financial advisor with Harbour Investments, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Harbour Investments since 1999 and concurrently operates Guthmann Tax Services, a tax preparation business. Guthmann serves as a financial secretary and board member of Congregation Anshai Lebowitz and holds several leadership roles in related community and professional organizations. 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 combination of fundamental and technical analysis to create customized portfolios using various investment vehicles, while also offering model-based solutions and facilitating implementation through multiple platforms.

Marc Willden is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Mutual Advisors since 2020. Prior to his advisory career, he spent 28 years at Matrix Packaging Machinery, LLC. Willden also serves on the board of directors for The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies, emphasizing diversification and alignment with client objectives, and is notable for its scale and breadth of institutional work.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.

David Muchow is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC. His career includes roles at Aspiriant since 2012 and prior experience with Deloitte Investment Advisors LLC. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.

Jill Spielmann Carter is a wealth advisor at Johnson Wealth Inc. in Waukesha, WI, with one year of industry experience. She holds Series 63 and Series 65 licenses and has been employed with Johnson Wealth Inc. since 2016 and Johnson Bank since 2015. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of strategies implemented through model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Mary Ellen Krueger is a financial advisor at Aspiriant, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment programs and distinctive features including enhanced family office capabilities and sponsorship of public mutual funds investing in private assets.

Earl Gauger is a CFP® professional with 28 years of industry experience, currently serving at Harbour Investments, Inc. He has worked at Harbour Investments and E Retirement Consulting since 2010. Outside of his advisory role, he is president of the Wisconsin Financial Literacy Foundation and serves on the advisory board for the University of Wisconsin Whitewater. 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 combination of fundamental and technical analysis to develop customized investment strategies and offers model-based solutions through a subscription platform.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners and holds the Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. Benedum also provides investment advisory services through Silverleaf Advisor Group, an independent advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan services and institutional manager relationships.

Edward Noll is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and four years of industry experience. His work history includes roles at Navigation Wealth Management, UW-Whitewater, The Bikesmiths, and Arrowhead High School. Outside of advising, he is involved in residential rental property management in Oconomowoc, WI. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolio strategies and a range of affiliated services.

Colleen Wolbert is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and has been associated with Harbour Investments since 2024. Outside of finance, she owns Colleen Wolbert Photography LLC, providing photography services and print products. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management options and model-based solutions.

Thomas Barton is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Packerland since 2010 and concurrently at Blue Cross Blue Shield and Anthem Blue Cross and Blue Shield since 2007. In addition to his advisory role, Barton is licensed as an insurance agent involved in life, health, long-term care, disability insurance, and fixed indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services as a dually registered SEC investment adviser and FINRA broker-dealer managing over $900 million in client assets.