James Fischer is a financial advisor at Regal Investment Advisors LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Fischer has been with Regal Investment Advisors since 2014 and is also associated with Regulus Financial Group, LLC. Outside of his advisory work, he owns and develops oil and natural gas interests through JT Energy Partners Inc and is a passive owner of a sales and marketing startup that manufactures outdoor industry products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and corporate entities. The firm offers proprietary and third-party model portfolios that incorporate a range of asset classes and strategies, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

Dean Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Investment Advisors International, Transamerica Financial Advisors, and WMA Investment Advisors. Outside of advisory work, he owns Fliss Enterprises and Global View Capital Partners, LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure to offer model-based portfolio management.

Jacob Menden is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Belpointe in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2018 to 2024, and earlier at US Bank and BMO Harris Bank. Outside of his advisory role, he is the founder and content creator of the Father Figures podcast and co-founder of the Healthful lifestyle podcast. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Lawrence Peterson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Investment Advisors International, Inc., among others. Outside of finance, he has been involved with Amway in a non-operational capacity related to succession planning. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers model-based management alongside third-party implementation for held-away retirement accounts.

Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. In addition to his advisory role, Langston is a licensed insurance agent specializing in life, health, and annuity products and serves as a notary public. 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 through relationships with third-party managers and platform providers like Envestnet.

Barry Arnold is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously led Arnold Investment Counsel Inc. for 27 years and spent time at Thrivent Financial before joining Global View Capital in 2017. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and participates on the AXO Client Advisory Board. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm focuses on technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and a range of managed account options.

Ryan Van Blarcom is a CFP® and holds a Series 65 license with four years of experience in financial advisory roles. He is currently with Aprio Wealth Management, LLC and previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies, while coordinating with an affiliated CPA firm for accounting and tax referrals.

David Pagel is a CFP® professional with 10 years of industry experience, currently serving at Harbour Investments, Inc. and Pagel Wealth Management since 2021. His prior experience includes roles at Pagel Financial Group and R.M. Stark & Co, Inc. He also operates a professional photography business specializing in landscape photos. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a range of strategies including fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs, fixed income, annuities, and other instruments.

Emerson Desjardins is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Harbour Investments, he worked at firms including Fisher Investments, Empower Advisory Group, and USAA. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to advisor and client preferences.

Aaron Armstrong is a financial advisor at Saxony Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at LaSalle St Investment Advisors, LaSalle St Securities, and ZMI. In addition to his advisory work, Armstrong is an associate professor of engineering at the Milwaukee School of Engineering and operates an engineering consulting business, Armstrong Engineering, LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and utilizes a range of investment strategies, including fundamental, technical, and quantitative analysis.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has previously worked at firms including Nextstep Financial Wellness and Fortune Financial Services. Outside of advising, he manages operations at Butler Tree and Land LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure through its ownership of AdvisorGuide, LLC.

Philip Schweik is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has been associated with multiple Global View entities since 2015 and operates a fishing guide service under the name Hooksetters. 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 focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and manages models to specific objectives rather than individual customization.

Brandon Lehman is a CFP® with 17 years of experience in the financial services industry. He is currently with Merit Financial Advisors and previously worked at Annex Wealth Management, Mariner Wealth Advisors, and Russell Financial Services. Outside of his advisory role, Lehman serves as a company commander in the Wisconsin Army National Guard and is vice president of Cerakoting and hunting industry sales at JB Manufacturing. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm offers coordinated wealth management services with a long-term, diversified investment approach overseen by an internal team, allowing for both discretionary and non-discretionary portfolio management tailored to client needs.

Aaron Schmanski is a financial advisor at Hilltop Securities Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, First Business Bank, Piper Jaffray & Co., and Northland Securities. Hilltop Securities serves individual and institutional clients, offering a range of advisory and brokerage services through an open-architecture platform that includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies and various program services.

Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015. In addition to his advisory role, he is a one-third owner of 32Thirty Health Solutions LLC, which sells health insurance products including Medicare plans. 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 primarily delivers solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Derek Kohn is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Midland National and Ergo Bank, as well as various affiliated firms within the Global View Capital group. Outside of his advisory role, he serves as treasurer of American Legion Post #395, a nonprofit military veterans organization. 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 focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Monica Tennie is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked with Global View Capital Management since 2014 and previously with Nextstep Financial Wellness. In addition to her advisory role, Tennie owns and operates the Lawson House Bed & Breakfast. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

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.

Dennis Bureta is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He also operates as a Certified Public Accountant providing income tax preparation and accounting services independently since 1989. His background includes roles at affiliated Global View Capital entities dating back to 2014. Global View Capital Management offers investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach relies on technical and quantitative analysis applied to ETFs and mutual funds, employing proprietary research and infrastructure to manage portfolios primarily through model-driven strategies.