Michael Schelble is a CFA® charterholder with 27 years of industry experience. He has been with Provident Trust Company in Waukesha, WI since 1999. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base that includes individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, "Growth at Reasonable Prices" equity discipline with focused portfolios and balanced strategies, combining bottom-up stock selection with top-down economic forecasts.

Nimrod Gauss Samet is a financial advisor with Associated Investment Services, Inc. in Port Washington, WI, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Associated Investment Services since 2007. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions, offering a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management. The firm operates as part of a broader financial services group affiliated with Associated Banc-Corp and delivers advisory services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Paul Baures is a financial advisor at Provident Trust Company with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Provident Trust Company since 2020, alongside his ongoing role at Broadview Advisors, LLC since 2001. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base, including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, “Growth at Reasonable Prices” equity discipline, focusing on concentrated U.S. equity portfolios complemented by balanced strategies and fixed-income exposure, with most accounts managed on a discretionary basis.

Michael Reisel is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including Redwood Financial Strategies, Waddell & Reed Inc., and MassMutual Life Insurance Company. Outside of his advisory work, he serves on the board of Scherrer Cares Inc., a nonprofit promoting anti-bullying initiatives in K-12 schools, and operates a business consulting service called CEO to CEO. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, and trusts. The firm employs customized portfolio strategies and maintains unique functions such as sponsoring affiliated funds and providing administrative services to other advisers.

Corey Mader is a CFA® charterholder with seven years of industry experience. He has worked at Aspiriant, LLC since 2014. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting. The firm offers customized investment programs using a variety of implementation options and supplements its services with accounting, banking support, tax and estate planning, and access to private investments.

Cory Spencer is a financial advisor at Belpointe Asset Management LLC with the Series 65 designation and four years of industry experience. He has worked at Belpointe since 2022 and has prior experience with Legacy Partners Group, Guardian Resources, and Johnson Law Group PA. Outside of his advisory role, Spencer is involved in estate planning law through Nylen Partners, LLC. 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 advisor-specific strategies, model portfolios, and third-party co- or sub-advisory relationships.

Daniel Smith is a financial advisor with Belpointe Asset Management LLC in Germantown, WI. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Twenty-Twenty Wealth & Advisory Partners, WFA Asset Management, and Waddell & Reed, Inc. Outside of advisory work, he serves as treasurer for The Collaborative Family Law Council of Wisconsin, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning with customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Michael Miller is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses, and has 46 years of industry experience. Prior to joining Advisory Services Network in 2018, he worked at Blackhawk - Capital from 2014 to 2018. Outside of advising, he holds a CPA credential and is involved in tax preparation and bookkeeping services, dedicating about 10% of his time to these activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and investment strategies tailored to clients’ objectives and risk tolerances.

Hyatt Harper is a CFP® with 19 years of experience in the financial industry, currently affiliated with Mutual Of Omaha Investor Services, Inc. He has worked with Mutual Of Omaha Insurance Co since 2006. Outside of his advisory role, he is a 40% owner of Clarity Financial LLC and co-owner of Clarity Real Estate LLC, which holds rental property interests. Mutual Of Omaha Investor Services, Inc. serves individual clients, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and utilizes third-party money managers to deliver investment solutions.

John Mirsberger is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Legacy Partners Group, Dell Technologies Inc, and Erin Hills Golf Course. 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 discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a mix of advisor-specific styles, model portfolios, and third-party sub-advisory relationships.

John Petrie is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2012. 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 uses customized investment programs with a range of implementation options and offers expanded family office capabilities including accounting and banking support.

Trevor Kurth is a CFP® with nine years of industry experience, currently serving at Regal Investment Advisors LLC since 2017. He also operates under the name Fischer Wealth Management and provides life, disability, and long-term care insurance options to clients. Regal Investment Advisors, doing business as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Daniel Shvartsman is a Series 66 licensed financial advisor with 20 years of experience, currently practicing at Associated Investment Services, Inc. since 2006. He is based in Port Washington, Wisconsin. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio and separately managed account programs through providers like BlackRock, Envestnet, and Vanguard, and operates as a broker-dealer and insurance agency affiliated with Associated Banc-Corp and related entities.

Jude Kave is a Series 66-licensed financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He previously worked at Great Valley Advisor Group, Inc., LPL Financial, LLC, and Householder Group Estate & Retirement Specialists. Outside of advising, he manages Proportunity Real Estate LLC, a residential real estate investment company. 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 discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Michael Fishman Salnick is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Guthmann Tax Services LLC and EY. Outside of advisory work, he is a partner in a tax and accounting firm in Chicago and has involvement in other non-investment business activities. Harbour Investments serves a diverse client base including individual, trust, pension, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

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.

James Harkness is a CFA® charterholder with 27 years of industry experience. He has been with Provident Trust Company since 1999. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, "Growth at Reasonable Prices" equity strategy, focusing on concentrated portfolios complemented by balanced and fixed-income exposures.

Zachary Sippl is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current roles, he worked at Great Lakes Coca-Cola and is a part-owner and active participant in Sports Hub Bar & Grill. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of client-directed investment programs.

Travis Minegar is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Since 2013, he has been with Mutual of Omaha Investor Services and Mutual of Omaha. Outside of his advisory role, he is a partial owner of 32Thirty Financial LLC and 32Thirty Health Solutions LLC, which focus on financial marketing and health insurance products, respectively. Mutual of Omaha Investor Services provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses platform relationships with Envestnet and Pershing to deliver managed solutions and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.