Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 21 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Gardner is involved in private equity fund management and tax preparation services through his ownership interests in several related business ventures. NorthRock Partners provides 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 broad asset allocation and diversification, incorporating private market investments and using both automated tools and human oversight to support tax-aware investing and portfolio management.

Belena Vincetti is a CFP® with 19 years of industry experience, currently serving at Belpointe Asset Management LLC. She has held roles at Fortis Capital Advisors, MML Investors Services, and Mass Mutual Life Insurance. Vincetti also acts as a FINRA Arbitrator and owns an AirBnB business in Milwaukee. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement plan consulting for individuals, corporations, trusts, and other advisers, employing customized portfolios, model portfolios, and co- or sub-advisory relationships.

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.

Brendan Reid is a financial advisor with Associated Investment Services, Inc. in Greenfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Associated Investment Services since 2008. 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 range of model portfolio and separately managed account programs through third-party managers and affiliated entities, delivering services mainly on a non-discretionary basis via the Envestnet/NFS platform.

Nick Fameree is a Series 65-licensed financial advisor at Curi Capital, LLC with three years of industry experience. Prior to joining Curi Capital, he worked at RMB Capital and Financial Planning and Information Services, Inc. Fameree served six years in the United States Marine Corps. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various strategies, including separately managed accounts, model portfolios, mutual funds, and private funds.

Bradley Heller is a financial advisor with Encompass More Asset Management LLC and holds a Series 65 designation. He has recently entered the financial industry, beginning his advisory career in 2026. Prior to this, his background includes roles in architectural metals and junk removal, as well as experience in education and retail. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary and third-party sub-advisers across various asset classes, including equities, fixed income, mutual funds, ETFs, and select digital assets.

Timothy Noordyk is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Encompass More in 2026, he worked at Global View Capital Management, Global View Capital Advisors, and Global View Capital Insurance for over a decade. Outside of his advisory role, he coaches youth sports and serves as a volunteer treasurer for Bridge Church in Waukesha, Wisconsin. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Jodi Hanson is an investment advisor representative at Regal Investment Advisors LLC with a Series 65 credential. She has been with Regal since 2025 and has prior experience working for the City of Milwaukee Business Improvement District No 2 and the Historic Third Ward Association. Outside of her advisory role, Hanson provides after-school care for preschoolers at St. Jacobi Lutheran School. Regal Investment Advisors LLC offers discretionary investment management services to independent advisers and other registered firms, serving a diverse client base that includes individual, charitable, and corporate clients. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal authority to manage accounts accordingly.

Jeffrey Nevins is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019, following prior roles at Cortina Asset Management and RBC Asset Management. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside tax planning and consolidated reporting. The firm employs a combination of bottom-up security selection and manager allocation across a broad range of proprietary equity and fixed-income strategies.

Nicholas Mcfadden is a Series 65-credentialed financial advisor with Johnson Wealth Inc. in Milwaukee, WI, where he has worked since 2026. His prior experience includes roles at Johnson Bank and ventures outside finance, such as managing Beachside Boat and Bait and involvement with The Legend Clubs. Johnson Wealth Inc. is an SEC-registered investment adviser managing over $10 billion in client assets, serving a diverse clientele including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Jacob Perry is a financial advisor at Interactive Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at TruGreen, T-ROC, T-Mobile, and K-Designers. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios and operates a multi-advisor network with a proprietary CARES process for client reporting and periodic portfolio reviews.

Christopher Collins is a financial advisor with Sequent Planning, LLC in Hales Corners, WI. He holds a Series 65 designation and has five years of industry experience. Collins also works as an insurance agent offering insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations with asset management, financial planning, and retirement-plan services. The firm employs a diversified investment approach within a structured risk framework and provides ongoing investment communications to clients.

Nathan Olsen is a financial advisor with Harbour Investments, Inc. and holds a Series 66 designation. He has five years of industry experience with prior roles at Clearstep Financial, Edward Jones, Northwestern Mutual, and other firms. In addition to his advisory work, Olsen is also an independent insurance agent. 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 advisers and approved third-party managers.

Steven Schalig is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He has worked at Harbour Investments since 2003 and is currently associated with Nichols Creek Wealth Partners. His credentials include Series 63 and Series 66 registrations. Outside of advising, he is an independent insurance agent and is involved in payroll processing through Nichols Creek Advisory Services, Corporation. Harbour Investments provides investment advisory and financial planning services to individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to construct customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered via a subscription platform.

Brian Schaefer is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation with 16 years of industry experience. He has worked at Johnson Wealth since 2017 and previously spent seven years at Alberts Investment Management Inc. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing over $10 billion in client assets for a diverse range of clients including high-net-worth individuals, families, and institutional investors. The firm’s investment approach is long-term and purpose-driven, utilizing asset allocation, model portfolios, and a combination of qualitative and quantitative manager selection methods.

Blake Karls is a CFA® charterholder with 13 years of industry experience, currently serving at Crescent Grove Advisors in Milwaukee, WI. He previously worked at Artisan Partners Asset Management for nine years and Robert W. Baird for three years. Crescent Grove Advisors provides wealth management, family office services, OCIO solutions, and portfolio advisory to individuals, high-net-worth families, family offices, and institutional clients. The firm manages approximately $5 billion in assets, employing a customized investment process that integrates long-term strategic allocations with tactical adjustments and utilizes third-party independent managers and alternative strategies.

Jeffry Brigman is a CFP® with 36 years of industry experience, currently serving at Dana Investment Advisors, Inc. since 2022. Prior to that, he spent 32 years with Legacy Capital Partners, Inc. He is a 50% owner and non-compensated treasurer of Wisconsin Medmark Inc., a firm focused on executive health care education and executive coaching. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management with an emphasis on relative-value equity selection, income-focused fixed-income strategies, and ESG integration.

John Witczak is an investment advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Metlife Securities, SagePoint Financial, and Mass Mutual Investors Services. He is also a licensed agent for fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives.

Michael Leist is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in advisory roles at Harbour Investments since 2023, at Next Financial Group Inc from 2013 to 2023, and operates The Leist Group, LLC, which includes independent insurance and tax preparation services. Harbour Investments serves a wide range of clients, including individuals, trusts, pension and 401(k) plans, and corporate entities, offering both discretionary and non-discretionary portfolio management alongside various investment and execution options.

Steven Herbst is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TIAA-CREF, and Strategic Advisers, Inc. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group that manages over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm emphasizes a long-term, purpose-driven investment approach using asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis, and offers services including portfolio management, financial planning, retirement consulting, and access to private investments.