Jerome Mahalick is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds a Series 65 designation and previously worked for Asset Management For Professionals, Inc. for 31 years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a broad range of clients, including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Joel Guthmann is a financial advisor with Harbour Investments, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Harbour Investments since 1999 and concurrently operates Guthmann Tax Services, a tax preparation business. Guthmann serves as a financial secretary and board member of Congregation Anshai Lebowitz and holds several leadership roles in related community and professional organizations. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized portfolios using various investment vehicles, while also offering model-based solutions and facilitating implementation through multiple platforms.

Gregory Mahalick is a Series 65-licensed financial advisor with 19 years of industry experience. He currently works at Merit Financial Advisors and previously spent 19 years at Asset Management For Professionals, Inc. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable investment sleeves, with oversight from a central Investment Management team and Investment Committee.

Marc Willden is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Mutual Advisors since 2020. Prior to his advisory career, he spent 28 years at Matrix Packaging Machinery, LLC. Willden also serves on the board of directors for The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies, emphasizing diversification and alignment with client objectives, and is notable for its scale and breadth of institutional work.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.

David Muchow is a CFP® professional with 16 years of industry experience. He currently works at Aspiriant, LLC, where he has held various roles since 2012. Prior to Aspiriant, he was with Deloitte Investment Advisors LLC for four years. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment programs through a variety of implementation options and also manages public mutual funds that invest in private assets.

Jill Spielmann Carter is a wealth advisor at Johnson Wealth Inc. in Waukesha, WI, with one year of industry experience. She holds Series 63 and Series 65 licenses and has been employed with Johnson Wealth Inc. since 2016 and Johnson Bank since 2015. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of strategies implemented through model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

Mary Ellen Krueger is a financial advisor at Aspiriant, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment programs and distinctive features including enhanced family office capabilities and sponsorship of public mutual funds investing in private assets.

Karen Danczyk is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. In addition to her advisory role, she is the sole member and bookkeeper of Danczyk Design & Builders, LLC, a construction business focusing on residential and commercial projects. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and execution infrastructure to manage portfolios and retirement plan assets.

Jonathan Riesch is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Investments and Equitable Advisors. Riesch is also co-trustee of a family farm. 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 and a range of managed account solutions.

Earl Gauger is a CFP® professional with 28 years of industry experience, currently serving at Harbour Investments, Inc. He has worked at Harbour Investments and E Retirement Consulting since 2010. Outside of his advisory role, he is president of the Wisconsin Financial Literacy Foundation and serves on the advisory board for the University of Wisconsin Whitewater. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers model-based solutions through a subscription platform.

Debra Selle 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 with Global View Capital Advisors and Purshe Kaplan Sterling Investments in her career. Outside of advising, she serves as Chief Operations Officer for multiple affiliated entities within the Global View Capital group, managing registration, operations, and insurance sales. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and a range of managed account platforms.

Tracy Reierson is a financial advisor with Global View Capital Management LLC based in Waukesha, WI. She holds Series 63 and Series 65 licenses and has 22 years of industry experience, including roles at Principal Life Insurance Company and True North Advisors of Wisconsin. She is also president of Reierson Financial, LLC, a business entity used for managing business sales and tax purposes. 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 manage discretionary retirement plan assets.

David Schoenfeldt is a financial advisor with First Heartland Consultants, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, he is involved in the sales and distribution of fixed insurance products and operates DS Financial LLC, a business entity for tax purposes. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners and holds the Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. Benedum also provides investment advisory services through Silverleaf Advisor Group, an independent advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan services and institutional manager relationships.

Thomas Tuttle Jr. is a financial advisor at Provident Trust Company in Waukesha, WI, with 14 years of industry experience. He holds a Series 65 designation and has been with Provident Trust Company since 2010. 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 strategy, managing focused portfolios alongside balanced and fixed-income exposures, and offers discretionary portfolio management.

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.

Stephan Weidman is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been affiliated with various entities within the Global View Capital network since 2010. Outside of advisory services, he has been involved with the Boy Scouts of America for 15 years. 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 centered on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and execution infrastructure.

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.