Nathan Littrell is a CFP® with 12 years of industry experience, currently affiliated with Harbour Investments, Inc. He has previously worked at Northwestern Mutual and several related firms. Outside of his advisory role, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent clients. Harbour Investments serves a broad client base including individuals, trusts, and institutional entities, offering a variety of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, with ongoing account monitoring and multiple execution options for clients.

Luke Will is a CFP® with 11 years of experience in the financial services industry, currently serving with Belpointe Asset Management LLC. His prior positions include roles at D.H. Hill Securities, Park Avenue Securities, and Guardian Life Insurance. Outside of advisory work, he is a co-owner of Maximus Capital, a real estate investing business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to a broad client base, including high-net-worth individuals, corporations, and trusts, utilizing customized portfolio strategies and various advisory relationships.

William Oswald is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He holds Series 63 and Series 65 licenses and is based in Watertown, WI. Oswald is a 50% owner of Oswald Konz Financial Group, an entity created for securities business, and co-owns OKG Properties, LLC, which operates the building housing his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, while offering advisors access to a broad range of securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Zimbrick BMW for six years before focusing on financial services since 2019. Outside of her advisory role, she is chair of the Programs and Public Image committees for the Rotary Club of Lake Mills and operates an eBay resale store with her family. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brian Konz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Commonwealth since 2009. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Donald Savaglia is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Woodbury Financial Services, Cetera Advisor Networks, and Coordinated Capital Securities. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, and maintains affiliations with broker-dealer activities.

Joseph Senglaub is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has 25 years of industry experience. His work history includes positions at LPL Financial and SII Investments, Inc., and he has operated The Senglaub Financial Group since 1998. Outside of his advisory work, he serves as a part-time parish coordinator at St. Bruno Catholic Church in Dousman, WI. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary account management using a blend of fundamental and technical strategies along with digital advice solutions.

Matthew Rielley is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empower Advisory Group since 2018. Prior to that, he worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company starting in 2006. Outside of his advisory role, he serves as Treasurer for Trail Life, USA, a Boy Scout organization, and is a board member and consulting advisor for Virtue Sports, Inc., a nonprofit sports organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes integrated services through Empower’s platforms and a financial planning approach focused on long-term portfolio returns and clients’ savings rates.

Jerry Vang is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Empower Advisory Group, he worked at Thrivent Financial and R&B Wagner. Outside of his advisory role, he serves as a board member for the Ascension Endowment Fund and owns an IT services business supporting small companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Shawn Robinson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Charles Schwab since 2015 and Curian Capital from 2013 to 2015. Robinson is based in Oconomowoc, Wisconsin. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses Charles Schwab’s asset-allocation models and internal research tools, offering guidance on asset allocation and investment selection while requiring client authorization for trades.

Brandon Littleton is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has held roles at Union Financial Inc, Lake Country Financial Services, Principal Securities Incorporated, Principal Life Insurance Company, and Fidelity Investments. He is a partner at Lake Country Financial Services LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Brian Konop is a CFP® with 24 years of experience in the financial industry. He is currently with &PARTNERS and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Wells Fargo Investments, LLC, and Allspring Funds Management, LLC. Outside of his advisory work, he owns and operates an umpire and referee service focused on youth sports in Oconomowoc, WI. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services through discretionary and non-discretionary approaches, utilizing both proprietary and third-party strategies.

Christopher Fetzer is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior firms include Ameriprise Financial Services, LPL Financial, Wells Fargo Clearing, U.S. Bancorp Investments, BMO Harris Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, Fetzer is the owner of a storage business in Ixonia, WI. Osaic Institutions, Inc. serves a range of clients including individuals, ERISA retirement plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model, providing customized advisory services and access to alternative investments and lending solutions while delegating investment management to its representatives.

Nicholas Weix is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked with Principal Life Insurance Company and Principal Securities, Inc. since 2022, as well as Lake Country Financial Services since 2024. Outside of his advisory role, he is involved in the sale of fixed insurance products including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with advisory programs often implemented on a discretionary basis by external managers.

James Gehring II is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Watertown, WI, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Trevor Skaggs is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, Merrill Lynch, and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.

Zach Lindsley is a financial advisor at Robert Baird & Co. in Oconomowoc, WI, holding a Series 66 designation with three years of industry experience. He previously worked at US Bank for six years and Bank Five Nine for two years. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Scott Keith is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 37 years of industry experience. He has been with Robert W. Baird since 2003. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager selection, and advanced investment tools.

Ryan Furrer is a financial advisor with LPL Financial in Oconomowoc, WI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services and BMO Harris Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Timothy Duchow is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, he is an owner and landlord of two separate entities, CGS Capital LLC and BCGS Capital LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of investment strategies and manager options.