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.

Igor Shaykevich is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Tucker Asset Management since 2021 and also operates Independent Solutions LLC, a business involved in the sale of insurance and other non-securities related products. Additionally, he is involved with 1st Tech Staffing, providing engineering contractor services on an as-needed basis. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm utilizes a top-down, macroeconomic asset-allocation approach across a range of strategies, including alternative investments and integration with third-party managers.

James Huskin II is a CFP® and Series 66 registered financial advisor with 18 years of industry experience. He has been with Forum Financial Management, LP since 2016. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these through institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

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.

Jerome Mahalick is a Series 65-registered financial advisor with 27 years of industry experience. He joined Merit Financial Advisors in 2025 after spending 31 years at Asset Management For Professionals, Inc. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centrally overseen model portfolios and uses both internal and third-party managers.

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.

Gregory Mahalick is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Merit Financial Advisors since 2025 and previously spent 19 years at Asset Management For Professionals, Inc. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and uses both internal and third-party investment managers.

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.

David Schoenfeldt is a financial advisor with First Heartland Consultants, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, he is involved in the sales and distribution of fixed insurance products and operates DS Financial LLC, a business entity for tax purposes. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

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.

Jacqueline Ruppel is a financial advisor at Johnson Wealth Inc. with a Series 65 designation and one year of experience at the firm. She has been associated with Johnson Bank since 2012. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for a wide range of clients including high-net-worth individuals, families, trusts, and institutions. The firm’s investment approach emphasizes long-term asset allocation and manager selection through qualitative and quantitative analysis, and it offers services such as portfolio management, financial planning, and access to private investments.

Micah Hoehner is an advisor at Harbour Investments, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles at E2 Retirement Consulting and involvement with Concordia University Wisconsin Student Government. Outside of finance, he has experience in the hospitality industry with Water Street Brewery and Bavarian Bierhaus. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Jerome Neary III is a CFP®-designated financial advisor at Core Planning with 12 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and SVA Wealth Management, LLC. Core Planning is a fee-only firm serving individual and high-net-worth clients with financial planning, wealth management, and ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to manage asset allocation and conducts regular reviews tailored to clients’ objectives and risk tolerance.

Nicholas Stephan is an advisor at Belpointe Asset Management LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Robert Baird & Co. and Mass Mutual Investors Services. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing advisor-specific styles, model portfolios, and sub-advisory relationships.