Jared Thompson is a financial advisor at Mutual Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at ValMark Advisers, Wealth Partners, ValMark Securities, and SPC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion through 154 advisors. The firm offers a range of advisory services using both active and passive strategies, with an emphasis on diversification and customized portfolio management.

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.

David Pagel is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with Harbour Investments, Inc. and Pagel Wealth Management, having previously worked at R.M. Stark & Co., Inc. and operated Pagel Financial Group since 1991. Outside of advisory roles, he serves as a commissioner for the Cedarburg Light and Water Utility Co. and is involved in various fiduciary and trustee responsibilities, including managing family trusts and an endowment trust. Harbour Investments serves a diverse client base including individual investors, trusts, and institutional entities, offering portfolio management, financial planning, and multiple execution platforms tailored to different investment approaches.

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.

Kathleen Oberneder is a CFP® professional at Forefront with 22 years of industry experience. She has previously worked at J. W. Cole Advisors, LPL Financial, and Principal Financial Services. Outside of her advisory role, she serves as treasurer for Independent Housing Initiative, Inc., a nonprofit focused on creating supported housing for adults with special needs. Forefront Wealth Partners is a team-based SEC-registered adviser serving individuals, business owners, and corporate clients. The firm offers customized portfolio management, comprehensive financial planning, and estate-planning coordination, utilizing third-party managers and multi-advisor resources across several offices.

Kimberly Schreiber is a CFP® with 16 years of experience in financial advising. She has worked at Harbour Investments, Inc. since 2016 and currently serves at Avila Wealth Management. She is also a board member of the Shorewood Foundation, a nonprofit focused on community development in Shorewood, Wisconsin. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and corporate entities. The firm offers portfolio management, financial planning, and various investment platforms, employing a range of strategies that include fundamental and technical analysis as well as third-party manager models.

Richard Fischer is a Series 65-licensed financial advisor with Sequent Planning, LLC, based in Jackson, WI. He has two years of industry experience and previously worked at Ellsworth Adhesives for nine years. Outside of his advisory role, Fischer owns and manages two real estate-related businesses focused on rent collection. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and diversified investment approaches, providing clients access to both firm-developed and third-party managed strategies.

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.

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.

Patrick Herkert is a financial advisor with Founders Financial Securities LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Herkert & Associates Inc. and Woodbury Financial Services, Inc. In addition to his advisory work, he serves as an executor and trustee of multiple estates. Founders Financial Securities serves a broad client base, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a platform that integrates advisory, brokerage, and insurance services.

James Schaeve Jr. is a financial advisor at Intellicents Investment Solutions Inc. with a Series 65 credential. He has one year of experience with Intellicents and previously worked at Annex Wealth Management, Associated Bank, Paycor, Direct Supply, American Family Insurance, and Marquette University. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions by offering retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and supports both discretionary and non-discretionary options.

Nathan Kublank is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2016, following previous roles at CliftonLarsonAllen Wealth Advisors, Clifton Gunderson Wealth Advisors, and Deloitte Investment Advisors. He serves as a volunteer board member on the Finance and Distribution Review Committees of WISPact, a Wisconsin pooled and community trusts organization. Aspiriant serves primarily 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, and specialty services. The firm utilizes customized investment programs and offers expanded family office services including accounting, banking, and bill payment.

Sameer Chowdhury is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at E2 Retirement Consulting LLC and positions at UW Whitewater. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary approaches with investment strategies tailored by individual advisers and third-party managers.

Sandeep Brion is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Wealthspire Advisors and Morgan Dempsey Capital Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jeremy Lancour is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and previously worked at Storm Fischer Investment Group and PNC Bank. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Adam Brophy is a financial advisor with Principal Financial Services based in Menomonee Falls, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He is a 50% owner and active manager of Union Financial, Inc., and is a managing member of Bad Partners, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally handled on a discretionary basis by the third-party managers.

Jason Koch is a financial advisor with Independent Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Sii, and Axa Advisors, LLC. He has worked at Independent Financial Group since 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers various financial planning and portfolio management solutions through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Jacob Augustine is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to his current role, he held positions at Augustine Financial, New Philadelphia Church, Torch Trinity Graduate University, and various universities in South Korea. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, supporting a variety of investment options and portfolio implementation approaches.

William Taylor is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Principal Advised Services, Principal Securities, Principal Life Insurance Company, and WaterStone Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.