Jerome Neary III is a CFP® professional with 12 years of industry experience. He is currently with Core Planning and has previously worked at firms including Wealth Enhancement Advisory Services, Wealth Enhancement Group, SVA Wealth Management, and Financial Strategies, Inc. Core Planning is a multi-team firm providing fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients. The firm uses model portfolios and automated rebalancing tools while tailoring investment strategies to client objectives and risk tolerance.

Nicholas Stephan is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials 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 with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized discretionary investment management, financial planning, and retirement-plan consulting, along with administrative services and affiliated fund sponsorship.

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.

Michael Tilley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His background includes a five-year tenure at Purshe Kaplan Sterling Investments and longstanding involvement with affiliated entities of Global View Capital since 2010. Outside of advisory work, he has operated as a CPA specializing in tax preparation and tax planning since 1974. Global View Capital Management provides 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, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.

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.

Debbie Keaton is a financial advisor at Global View Capital Management LLC with 12 years of industry experience. She holds a Series 65 designation and has worked in various roles including positions at Froedtert & Medical College of Wisconsin since 2016. Outside of advisory work, she operated a cleaning service business from 2010 to 2018. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

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. in Hartland, Wisconsin. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including prior roles at ClearStep Financial and Harbour Investments, Inc. Since 2018, Massey has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers on the Hilltop-cleared Envestnet platform, providing customized investment solutions across various account structures.

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. His work history includes roles at Mutual of Omaha Investor Services since 2016 and COUNTRY FINANCIAL from 2014 to 2016. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Richard Fischer is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Ellsworth Adhesives for nine years and Trans International for three years. Outside of his advisory role, he is involved in managing two real estate holding companies that are not investment related. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and combines firm-developed models with third-party managers, supported by platforms such as AdvisorEngine and Charles Schwab custody.

Lee Wolcott is a financial advisor at Provident Trust Company in Waukesha, WI, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Provident Trust Company 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 strategy and manages focused portfolios typically containing fewer than 25 U.S. securities, complemented by balanced strategies and fixed-income exposure.

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.

Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Mutual/United of Omaha since 2003. In addition to his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Patrick Herkert is a financial advisor with Founders Financial Securities LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Herkert & Associates Inc. and Woodbury Financial Services, Inc. In addition to his advisory work, he serves as an executor and trustee of multiple estates. Founders Financial Securities serves a broad client base, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a platform that integrates advisory, brokerage, and insurance services.