David Talbot is a CFP® and Series 66 holder with 20 years of industry experience. He has been with Concorde Asset Management, LLC since 2019 and has prior experience with firms including Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot helps host a weekly online radio show aimed at financial and insurance professionals and consults families on college financial planning through The Silbernagel Group, Inc. He is also involved in charitable activities with the Knights of Columbus. Concorde Asset Management serves a diverse client base including high-net-worth individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers, employing model-based and individualized portfolio strategies across multiple platforms.

David Pagel is a CFP® professional with 10 years of industry experience, currently serving at Harbour Investments, Inc. and Pagel Wealth Management since 2021. His prior experience includes roles at Pagel Financial Group and R.M. Stark & Co, Inc. He also operates a professional photography business specializing in landscape photos. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a range of strategies including fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs, fixed income, annuities, and other instruments.

Aaron Schmanski is a financial advisor at Hilltop Securities Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, First Business Bank, Piper Jaffray & Co., and Northland Securities. Hilltop Securities serves individual and institutional clients, offering a range of advisory and brokerage services through an open-architecture platform that includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies and various program services.

Brett Weir is an advisor with First Heartland Consultants, Inc. in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with Cedar Lake Sales since 1994. Outside of his financial career, he serves as a Washington County Delegate for the Wisconsin Conservation Congress and volunteers on an advisory committee for the Wisconsin Department of Natural Resources. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

David Pagel is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. and Pagel Wealth Management since 2021. He previously worked at R.M. Stark & Co., Inc. for 12 years and operated Pagel Financial Group from 1994 to 2021. Pagel serves as one of seven commissioners of the Cedarburg Light and Water Utility Company and is a non-family board member of the Blakney Corporation. 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 strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Logan Wild is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management since 2019 and was previously with Woodbury Financial Services. Outside of advising, he helps run youth basketball tournaments through Blue Diamond Athletics in Mayville, WI. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and proprietary strategies to create individualized investment solutions and provides ERISA retirement-plan advisory services.

Richard Fischer is a financial advisor at Sequent Planning, LLC in Jackson, WI, holding a Series 65 credential with one year of industry experience. Prior to joining Sequent Planning, he worked at Ellsworth Adhesives for nine years and Trans International for three years. Outside of his advisory role, Fischer is an owner of two real estate entities involved in property management. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves a diverse client base including individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm emphasizes a structured risk framework, diversified manager exposures, and tax-aware placement, delivering advisory services through a network of independent investment adviser representatives using a combination of firm models, third-party managers, and customized allocations.

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.

Zachary Campbell is a financial advisor at Merit Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Woodbury Financial Services, and JPMorgan Chase. In addition to his advisory role, he serves as a board member for Senior Citizens Activities, Inc. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable model portfolios.

Timothy Reis is a financial advisor with Merit Financial Advisors in West Bend, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Woodbury Financial Services for 22 years and has been with Merit Financial Group and PKS Investments since 2023. Outside of his advisory role, he is involved in fixed insurance sales. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, combining mutual funds, ETFs, individual securities, liquid alternatives, and third-party managers.

Kevin Hyde is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Investment Management and West Bend School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

John Augustine is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has operated Augustine Financial since 2006 alongside his role at Commonwealth. Outside of his advisory work, he is involved in fixed insurance sales and has ownership interests in private entities related to his securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, positioning itself as a platform and operations provider for affiliated advisors.

John Van Eerden is a financial advisor with Empower Advisory Group in West Bend, WI, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Great West Financial Empower, Legacy Research Group, and US Bancorp Fund Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Isaiah Zuleger is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked previously at Augustine Financial. Outside of finance, he is involved with Wapi Bricks, an entrepreneurial venture he has been part of for several years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of investment and advisory services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Sarah Schultz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. She has five years of experience at Augustine Financial and six years of prior experience at SSM Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Betty Wellhoefer Hill is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at J.W. Cole Advisors since 2017 and previously spent four years with LPL Financial. In addition to her advisory role, she is a licensed insurance agent. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary management approaches, including fundamental and technical analysis and digital advice solutions.

Donald Fortney is a financial advisor with Money Concepts Capital Corp in Grafton, WI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with Money Concepts Capital since 2006. He also serves as president of U.S. Marketing Corporation, a wholesale fixed annuities, life, and long-term care insurance business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Matthew Zuleger is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Augustine Financial since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of 4 A Plan Financial, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Brian Hamm is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Mutual of Omaha from 2010 to 2019 before joining J.W. Cole Advisors and J.W. Cole Financial in 2019. Hamm is also a partner in Luebeck Geisler Hamm Wealth Management, Inc., where he is involved in financial planning and insurance sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Jerry Dunnick is a financial advisor with GWN Securities Inc. in West Bend, WI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2005 and also operates Groenke Dunnick & Associates LLC, which he founded in 1999. Outside of his advisory work, Dunnick serves as a committee member for the City of Delafield Lake Welfare Committee and is a member of the Delafield Lions Club, supporting local charities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm offers a range of discretionary portfolio management options that incorporate tactical and market-timing strategies alongside model-based asset allocation.