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.

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.

Alexander Fons is a financial advisor with Global View Capital Management LLC based in Waukesha, WI. He holds a Series 65 designation and has six years of industry experience. Prior to joining Global View Capital, he worked at PricewaterhouseCoopers and US Bank. Outside of his advisory role, Fons is involved with Eagle Home Solutions, LLC, a real estate business where he manages rental properties. 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 utilizing proprietary research and specialized execution platforms to manage portfolios primarily via ETFs and mutual funds.

Michael Reisel is a financial advisor at Belpointe Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Redwood Financial Strategies and Waddell & Reed Inc. Outside of advising, he serves on the board of directors for Scherrer Cares Inc., a nonprofit promoting anti-bullying programs in K-12 schools, and operates a business consulting service, CEO to CEO. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and relationships with third-party managers.

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.

Christina Lopes Serrao is a Series 65-licensed financial advisor at Global View Capital Management LLC with four years of industry experience. She has held roles at Global View Capital entities since 2022 and previously worked at Reiersen Financial. In addition to her advisory duties, she is involved in marketing and sales of insurance and advisory services for affiliated firms. 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 process focused on ETFs and mutual funds, supported by proprietary research and distinctive operational structures that allow management of held-away retirement assets.

Dina Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Global View Capital affiliates since 2011 and previously held positions at Investment Advisors International, Inc., Transamerica Financial Advisors, and WMA Investment Advisors. Fliss is a member of several advisory boards, including the National Association of Active Investment Managers and Guggenheim-Rydex, where she provides input on product development. Global View Capital Management offers investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

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.

Mark Dittmann is a financial advisor at Global View Capital Management LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience with Cambridge Investment Research Advisors and Cambridge Investment Research. Before entering financial services, he worked for nearly two decades at Harley-Davidson Motor Company. 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 process focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Anatole Kamentz is a financial advisor at Global View Capital Management LLC with 31 years of industry experience. He holds a Series 63 designation and has worked with Global View Capital Advisors, LLC and related entities since 2013. Outside his advisory role, he operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers 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, leveraging proprietary research and a range of managed account solutions.

James Mcmiller is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Supreme Alliance LLC, Advisors on Call, LLC, and Kingsbury Capital Investment Advisors, LLC. He is also a partner and consultant involved in cryptocurrency mining and facility development through Kennedy Mining. FourStar Wealth Advisors serves a diverse client base including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, utilizing a blend of fundamental and technical analysis to manage portfolios tailored to client risk tolerance and time horizon.

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.

Nicholas Abt is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management and its affiliate since 2022. Outside of advisory work, he serves as treasurer for a fraternal organization, Ozaukee Lodge #17, and works as a system analyst II at Fidelity Information Services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes technical and quantitative analysis using proprietary research, managing model portfolios to specific objectives across ETFs and mutual funds with downside risk controls.

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.