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 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Outside of his advisory role, he is the owner and president of Domke Financial Services, a business that sells insurance and investment products. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client-specific goals and risk profiles.

James Spiegelberg is a financial advisor with Avantax Planning Partners, Inc. based in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple firms, including Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and Proequities. In addition to his advisory role, Spiegelberg owns and operates Spiegelberg Financial Services, providing tax, accounting, consulting, and insurance-related services, and serves as an outside director and chairman of the audit committee for 1895 Bancorp of WI. Avantax Planning Partners primarily serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management with model-based style allocation strategies, retirement plan management, and stand-alone financial planning. The firm’s investment process is overseen by an Investment Advisory Committee and includes tax-intelligent overlays and centralized trading through designated custodians.

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 financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds a Series 65 designation and previously worked for Asset Management For Professionals, Inc. for 31 years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a broad range of clients, including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

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 currently works at Merit Financial Advisors and previously spent 19 years at Asset Management For Professionals, Inc. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable investment sleeves, with oversight from a central Investment Management team and Investment Committee.

Marc Willden is a financial advisor at Mutual Advisors, LLC in Milwaukee, WI, with six years of industry experience. He holds a Series 65 designation and has previously worked at Wealth Partners Financial Services, LLC and Matrix Packaging Machinery, LLC. Outside of his advisory role, he serves on the board of The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies supported by third-party tools and managers.

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 financial advisor with Aspiriant, LLC, holding the CFP® designation and Series 65 and 63 licenses. He has 16 years of industry experience, including a continuous tenure at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office services, and specialty consulting, employing customized investment programs supported by a variety of implementation options and proprietary research.

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, holding Series 63 and Series 65 credentials and over 25 years of experience in the industry. His prior experience includes roles at Morgan Stanley and LPL Financial. He also manages an independent investment advisory business under Silverleaf Advisor Group. Gladstone Wealth Partners serves a diverse client base—including individuals, corporations, and charitable organizations—providing investment management, financial planning, and retirement-plan consulting through a network of independent advisers.

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® certificant with 12 years of experience in the financial advisory industry. He is currently with Core Planning and previously worked at Wealth Enhancement Advisory Services and SVA Wealth Management, LLC. Core Planning provides fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified plans. The firm utilizes third-party model portfolios and automated rebalancing tools to support tailored investment strategies aligned with client objectives.

Nicholas Stephan is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Robert Baird & Co. and MassMutual Wisconsin. 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, implementing customized portfolios through various advisor-specific styles and third-party manager relationships.