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.

Dena Jerschefske is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at ITG Brands, LLC from 2015 to 2019. Outside of her advisory role, she manages two small residential rental properties. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms, including firm-managed portfolios and third-party arrangements. The firm offers both discretionary and non-discretionary account management with routine client reviews and manages approximately $909 million in client assets.

Jacob Falkenthal is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2021. Prior to joining Belpointe in 2025, he worked at Navigation Wealth Management and Northwestern Mutual, and spent 14 years at ProAmpac. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Michael Schrank is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Packerland Brokerage Services since 2012. In addition to his advisory role, he also works as a life and fixed annuities insurance agent. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various managed and fee-based accounts. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory solutions.

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.

Jared Thompson is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Valmark Advisers, Inc., Wealth Partners, and Valmark Securities, Inc. Jared is also involved with Wealth Partners Financial, LLC, a pass-through entity managing compensation and vendor payments related to his advisory work. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a range of investment strategies including passive and active management, tactical asset allocation, and alternative investments.

Brandy Weiberg is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Wealthcare Capital Management since 2004. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

Dennis Webb Jr. is a financial advisor at Associated Investment Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Associated Investment Services since 2005. 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 offers a variety of model portfolio and separately managed account programs through third‑party managers and affiliated entities, operating largely on a non-discretionary basis with integrated services supported by its affiliation with Associated Banc‑Corp and related financial institutions.

Matthew Fechter is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2021. Prior to joining Belpointe, he was employed at US Bank and Abox Inc dba PIRTEK Menomonee Falls. Fechter is also involved in fixed insurance sales and operates under the DBA Redwood Financial Strategies, providing investment advisory services alongside insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that may include passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

John Czukas III is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harbour Investments since 2018, following roles at Thrivent Financial and Thrivent Distributors LLC. 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 uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Michael Massey is a financial advisor with Packerland Brokerage Services, Inc. in Hartland, Wisconsin. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including prior roles at ClearStep Financial and Harbour Investments, Inc. Since 2018, Massey has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers on the Hilltop-cleared Envestnet platform, providing customized investment solutions across various account structures.

Joseph Biwer is a financial advisor at Belpointe Asset Management LLC and holds a Series 65 credential. He has prior experience at Navigation Wealth Management and Corporate Valuation Advisors, as well as roles in education at the University of Wisconsin-Whitewater and Arrowhead High School. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and supports various affiliated businesses and product sponsorships alongside its advisory practice.

Richard Fischer is a financial advisor at Sequent Planning, LLC in Jackson, Wisconsin. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequent Planning, he worked at Ellsworth Adhesives and Trans International. Outside of advising, he is an owner of two real estate-related businesses that involve property management activities. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and offers client communication and operational transparency uncommon among similarly sized multi-team advisory firms.

Jesse Grutz is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Foundations Investment Advisors, and AlphaStar Capital Management, LLC. He has also operated Grutz Financial and has a longstanding affiliation with The Retirement Co. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that integrates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Scott Hanson is a financial advisor with Regal Investment Advisors LLC in Brookfield, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 19 years of industry experience and has worked at Regulus Financial Group, LLC since 2014, and Fischer Wealth Management from 2011 to 2022. In addition to his advisory work, Hanson is an insurance agent providing insurance services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and a variety of client types, including individual, charitable, and corporate clients. The firm employs proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies through its Financial Advisers.

David Mathers is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at Johnson Controls International, Periscope Equity, and Robert W. Baird. Outside of his advisory duties, Mathers is a senior manager at Sonny's Enterprises LLC, a manufacturing and distribution company, and holds minority ownership in Private Wealth Advisers LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an internal investment committee.

Philip Kastenholz is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Pewaukee, WI. 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 uses customized investment programs based on internal Capital Market Expectations and offers access to various investment vehicles, including third-party managers, ETFs, private investments, and public mutual funds.

Stanley Sakalowski is a financial advisor with Belpointe Asset Management LLC in Hartland, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Metropolitan Life Insurance Co., Mass Mutual Investors Services, and OSAIC. Outside of his advisory work, he coaches and mentors swimmers with the British Swim School Milwaukee Barracuda Swim Team. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a mix of passive, active, tactical, and blended strategies, managing accounts on a discretionary basis and combining internal portfolio construction with third-party manager relationships.