Jarret Mcfarland is a financial advisor at Belpointe Asset Management LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as treasurer for Home of Hope, a nonprofit transitional facility for sex trafficking victims, and is co-owner of EJ Logistics LLC, a trucking business. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios through a network of advisors and supports both passive and active strategies, while also sponsoring proprietary funds and providing services to other advisers.

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.

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®-designated financial advisor at Core Planning with 12 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and SVA Wealth Management, LLC. Core Planning is a fee-only firm serving individual and high-net-worth clients with financial planning, wealth management, and ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to manage asset allocation and conducts regular reviews tailored to clients’ objectives and risk tolerance.

Nicholas Stephan is an advisor at Belpointe Asset Management LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Robert Baird & Co. and Mass Mutual Investors Services. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing advisor-specific styles, model portfolios, and sub-advisory relationships.

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.

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., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at ClearStep Financial, Harbour Investments, Inc., and The Strategic Financial Alliance, Inc. Since 2018, he has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages approximately $1.358 billion in assets. The firm offers a range of investment and retirement planning services, utilizing both direct management and third-party managers through the Hilltop-cleared Envestnet 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.

Kirt Cochran is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Cochran has worked at Mutual of Omaha Investor Services since 2016. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm manages solutions primarily through a platform relationship with Envestnet and uses Pershing as its qualified custodian and introducing broker-dealer.

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.

Lee Wolcott is a financial advisor with Provident Trust Company in Waukesha, WI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Provident Trust Company since 2001. Provident Trust Company provides discretionary portfolio management and trust services to a diverse client base, including individuals, trusts, estates, foundations, and investment companies. The firm follows a multi-cap core growth equity strategy focused on “Growth at Reasonable Prices,” managing concentrated equity portfolios and supplementing fixed income exposure with ETFs and individual bonds, while also serving as adviser to a mutual fund and model portfolio programs.

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.

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.