John Augustin is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Harbour Investments, Inc. since 2001 and is currently associated with Wealth Distribution Strategies. In addition to his advisory roles, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a blend of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered through a subscription platform.

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.

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.

Sarah Kyle is a financial advisor at Annex Wealth Management, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at BMO Harris Private Bank, TIAA-CREF, and RBC Capital Markets. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

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.

Jeffrey Stanich Jr. is a CFP® professional with seven years of industry experience, currently serving at Annex Wealth Management, LLC since 2020. His prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Northwestern Mutual. Outside of advising, he is an owner of a Chicago Board of Trade full seat, which he has leased since 2017. Annex Wealth Management is an SEC-registered advisory firm managing over $8 billion for nearly 10,000 clients, including individuals, pensions, charitable organizations, and corporate entities. The firm employs a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, and alternative investments within a discretionary management framework, alongside integrated accounting and insurance services.

Matt Porter is a financial advisor with Arkadios Wealth Advisors in New Berlin, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Triad Advisors, Inc. from 2016 to 2018. Outside of investment advisory, he owns a business selling and servicing fixed insurance products and occasionally buys and sells collectibles. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed account options, access to third-party money managers, and financial planning. The firm employs an integrated model combining a network of advisory legal entities, an affiliated broker-dealer, and an internal portfolio team to support advisors and clients.

Patricia Beine is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been affiliated with Harbour Investments and ClearStep Financial since 2016. Outside of her advisory role, she is involved in fixed insurance sales through ClearStep Financial. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various account management services, utilizing a variety of investment strategies tailored by individual advisors and approved third-party managers.

Jessica Huerta is a financial advisor at Harbour Investments, Inc. She holds a Series 66 designation and has experience working at The Leist Group, LLC, Wisconsin Preferred Insurance, First Fidelity Home Mortgage, and AT&T. Outside of her advisory role, she is an independent insurance agent and works part-time as a mortgage loan officer. 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 investment strategies and offers both discretionary and non-discretionary portfolio management.

Benjamin Mee is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He has worked at Stephens since 2021 and previously held roles at Generac Holdings, Inc. Outside of his advisory career, Mee was involved with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by equity research and committee-driven asset allocation.

Darren Liberski is a financial advisor with intrua Financial and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including roles at LPL Financial and Freedom Wealth Alliance. He also serves as a notary public in addition to his advisory work. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management along with comprehensive financial planning and retirement plan consulting.

John Mirsberger is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Legacy Partners Group, Dell Technologies Inc, and Erin Hills Golf Course. 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 and a mix of advisor-specific styles, model portfolios, and third-party sub-advisory relationships.

Thomas Parks is a financial advisor with Annex Wealth Management, LLC in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Annex Wealth Management since 2014 and previously worked at H. Beck, Inc. He serves on the boards of the Independent Business Association of Wisconsin and HPGM, organizations focused on business networking and Hispanic professional community engagement, respectively. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, alternatives, and custom indexing, supported by its affiliated accounting and insurance services and a range of client educational resources.

Brian Jacobsen is a CFP® and CFA® with 21 years of industry experience. He is currently with Annex Wealth Management, LLC and previously spent 15 years at Allspring Funds Management, LLC. He serves as an Instructor of Practice at Marquette University, teaching courses in economics and finance. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm employs a team-driven investment approach that integrates core and tactical strategies across various asset classes and offers multiple service models tailored to different client needs.

Lisa Mumper is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Russell Investments for 12 years before joining Harbour Investments and Wealth Distribution Strategies. Outside of her advisory role, she works as a bartender at Reggie & Gerry’s in Cudahy, WI. 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 mix of fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Andrew Meyer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. His prior experience includes roles at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Meyer is a partial owner of entities providing tax preparation services. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, frequently utilizing independent managers and incorporating private market investments into client portfolios.

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.

Fred Marshall is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been associated with Packerland Brokerage Services, Inc. since 2005 and also operates Marshall Financial and FHM Investments. Outside of his advisory role, he is involved in fundraising activities for the Rhumba 4 Rainbow charity. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform, providing a range of account structures and investment solutions.

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.

Jesse Niederbaumer is a financial advisor with NorthRock Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Outside of advising, he is involved in managing tax preparation services and private equity funds through several related business ventures. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools alongside human oversight.