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 credential and three years of industry experience. His prior work includes positions at Generac Holdings, Inc. and several other firms in the financial and related sectors. Outside of his advisory role, he has experience working with community and recreational organizations. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research.

Darren Liberski is a financial advisor with intrua Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Freedom Wealth Alliance and LPL Financial since 2014 and currently serves as a registered investment advisor through intrua Financial. Outside of his advisory roles, he is a notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment approach combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.

Anatole Kamentz is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Global View Capital Advisors and related entities since 2013. In addition to his advisory work, he owns and operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a suitability questionnaire to determine risk profiles and uses technical and quantitative methods to manage strategies, supported by its proprietary research platform.

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.

Lucas Kraft is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2023. He previously worked at Cion Securities, LLC for eight years. Outside of his advisory role, Kraft is active in professional and community organizations, including serving as President of the Financial Planning Association of Wisconsin, volunteering as a financial literacy coach for teenagers, and holding leadership positions in local alumni and community clubs. 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, utilizing a range of instruments such as mutual funds, ETFs, and separately managed accounts.

Robert Beseke is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, Sage Point, and Freedom Wealth Alliance. Beseke is also involved as a portfolio manager and minority owner in private fund entities under the Trading Edge name. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and retirement plans. The firm provides discretionary investment management and financial planning through customized portfolios and a variety of strategies, supported by an extensive network of affiliated businesses and product sponsorships.

James Mcmiller is a financial advisor at FourStar Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Advisors on Call, LLC and Claraphi Advisory Network, LLC. Outside of his advisory work, he is a partner and consultant for Kennedy Mining, a cryptocurrency mining and facility development business. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizons.

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.

Gregory Dahlman is a CFA® charterholder with 17 years of industry experience, currently serving at Dana Investment Advisors, Inc. since 2006. He holds a Series 63 license and is based in Waukesha, WI. Dana Investment Advisors, Inc. is an independent investment management firm providing supervisory services to individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm employs a relative-value equity selection process alongside fixed-income strategies focused on income and credit quality, and integrates ESG screening while accommodating client-directed social or faith-based exclusions.

Nicholas Abt is a Series 65 licensed advisor with Global View Capital Management LLC, bringing four years of industry experience. He has worked at Global View Capital Management and its affiliate Global View Capital Advisors since 2022, and also holds a long-term position as a system analyst at Fidelity Information Services. Outside of his advisory role, he serves as treasurer for Ozaukee Lodge #17, a fraternal organization. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach, using proprietary algorithmic research to guide model strategies aligned with clients’ risk profiles and time horizons.

Michael Stewart is a CFA® charterholder with 30 years of industry experience. He has been with Dana Investment Advisors, Inc. and Ohio National Life Insurance since 2001. His credentials also include Series 63 and Series 65 licenses. 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 emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Joshua Te Stroete is a financial advisor with Intrua Financial in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC, Harbour Investments, Inc, and Concorde Investment Services, LLC. Outside of his advisory work, he is employed part-time as a high school wrestling coach for Cedar Grove-Belgium High School. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management, including access to third-party managers and wrap programs.