James Pfeil is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Thrivent Financial and Calton & Associates. In addition to his advisory role, he is involved in insurance through Sierra Financial Services, focusing on fixed annuities and various insurance products. Harbour Investments serves a diverse client base ranging from individual investors to institutional entities, offering portfolio management, financial planning, and multiple investment execution options tailored to individual advisors’ strategies.

Daniel Krueger is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour since 2016. In addition to his advisory role, he has been involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, since the early 1990s. He also prepares individual tax returns. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, with investment approaches that vary by advisor and third-party manager, and provides multiple execution options to clients.

Jordan Bradford is a CFP®-designated financial advisor with 11 years of industry experience, currently with Harbour Investments, Inc. He has held roles at Money Concepts Capital Corp., The Tranel Financial Group, Burkholder Wealth Management, and 818 Capital Group. Outside of his advisory work, he is also an independent insurance agent. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment management and advisory services utilizing various approaches tailored by individual advisors and approved third-party managers.

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.

Zachary Fitzpatrick is a financial advisor with The AmeriFlex Group in Waterford, WI, holding Series 66, Series 65, and Series 63 licenses and having one year of industry experience. His prior experience includes roles at Cambridge Investment Research, Fitzpatrick CPA & Financial Services, LLC, and tax services as the owner of his own firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations, wrap programs, and manager relationships.

Jake Steffens is a financial advisor at ON Investment Management Company with seven years of industry experience. He holds a Series 66 credential and has been affiliated with The O.N. Equity Sales Company, Ohio National Financial Services, and Steffens Insurance Group, Inc. since 2017. He is also involved as a junior agent with V3 Financial Wealth Strategies and serves as a licensed subscriber for a technology platform that supports wills and trusts. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Brian Whitaker is a financial advisor with Gibbs Wealth Management, LLC in Burlington, WI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Visionary Wealth Management, Great Lakes Wealth Management, Questar Asset Management, and PRUCO Securities. Outside of his advisory work, Whitaker is involved in insurance sales through his ownership of 1st Opulence Financial LLC and Whitaker Insurance, and he also has farming income. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs, utilizing third-party platforms and strategists to implement model portfolios tailored to clients’ financial situations, goals, and risk tolerance.

Marilee Engelman is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. Outside of finance, Engelman has teaching experience as a substitute teacher and daycare educator with several early childhood programs and public schools. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations across five risk objectives and offers services such as Biblically Responsible Investing, held-away account management, and flexible advisory billing arrangements.

Matthew Kenter is a financial advisor with Goldman Sachs Wealth Services in Bristol, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple platform options.

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) in Lake Geneva, WI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been affiliated with Eagle Strategies since 2023 and founded Sounde Financial Group in 2016. Outside of her advisory work, she serves as Vice President on the board of the Geneva Lake West Chamber of Commerce and hosts the podcast "Shine Your Light – Finding Your Inner Voice." Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Anderson is a CFP® with 27 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He spent 22 years at Voyager Capital Management, LLC before joining Beacon Pointe in 2025. Anderson is involved in transitioning advisory business from his former firm following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Rachael Nickelsen is a CFP® and holds a Series 66 license with 12 years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at Voyager Capital Management, LLC and Raymond James Financial Services. Outside of financial advisory, she has a long history with Lake Geneva Cruise Line, where she was involved for 25 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals and institutions. The firm employs a manager-focused investment approach using proprietary due diligence and asset allocation models.

Maxwell Campbell is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and currently based in Lake Geneva, WI. He joined Beacon Pointe in 2025 and has previous experience with Voyager Wealth Management, Lucida Tax & Accounting Solutions, and various roles in accounting, education, and retail. Outside of financial advising, his background includes work in tax and accounting services as well as community involvement with Wildwood Park District. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes, and offers proprietary private funds alongside institutional-grade reporting and analytics.

Jon Frederickson is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at PRUCO Securities and Park Avenue Securities. Guardian Life’s Park Avenue® Wealth Management, where Frederickson practices, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm blends advisor-led discretionary management and model-based strategies, offering tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Laura White is a financial advisor with Thrivent Investment Management in Burlington, WI. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Shred415 and Burn Boot Camp Greensboro, as well as a decade with Guilford County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a broad range of written recommendations covering retirement, tax, estate, and other planning areas. The firm emphasizes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Patricia Loris is a financial advisor with LPL Financial based in Waterford, WI, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Securities America Advisors and Securian Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research and technology tools.

Joseph Acquafredda is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at BMO Bank NA, First Citizens Bank, BMO Harris Bank, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Isaac Hart is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor with LPL Financial and previously worked at Edward Jones for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Bruce Melling is a CFP®, PFS™, and Series 63 credentialed advisor at Cetera with 35 years of industry experience. He has operated his own CPA firm, Bruce H. Melling Accountancy Corporation, since 2006, providing tax preparation, consulting, and IRS representation services. Melling has been with Cetera and its affiliated entities since 2004. Cetera is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform supporting various investment strategies.

Bradley Roe is a financial advisor with Edward Jones in Burlington, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Waznik Heike Group, Merchants Bank, and Geneva National. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices.