Lucas Kuchenberg is a CFP® with 28 years of industry experience. He is currently an advisor at Form Wealth Advisors, LLC, where he has worked since 2014, following prior experience at Wells Fargo Clearing. Form Wealth Advisors is a team-based SEC-registered RIA managing over $1 billion and serving individual and high-net-worth clients, trusts, business entities, and retirement plans. The firm provides holistic financial planning, discretionary portfolio management, and 3(38) retirement plan consulting, using a fiduciary, client-specific approach supported by an investment policy statement and various analytical methods.

Adam Kierzek is a CFP® professional with two years of industry experience, currently serving at FORM Wealth Advisors, LLC in Lake Geneva, WI. His prior work includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Outside of financial advising, his background includes experience in education and construction. FORM Wealth Advisors, LLC provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services such as discretionary portfolio management, event-based financial planning, and retirement plan consulting.

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.

Peter Engstrom is a CFP® professional with 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2008. Based in Mukwonago, WI, Engstrom holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. offers advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio managers and its affiliate Kellogg Asset Management to implement investment strategies, delivering advisory services through the Envestnet/NFS platform.

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.

David Sharpe is a financial advisor at Savvy with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kestra Advisory Services LLC, Goldstein Advisors, LLC, Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He serves as secretary and board member of Rock Central, Inc., a nonprofit community music school, where he assists with board meeting minutes and fundraising efforts. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, actively managed stock portfolios, and ESG-focused models, supported by a parent technology platform and sub-advisers.

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.

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.

Zachary Olson is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors, LLC, and he also has experience from his time at the University of Wisconsin - Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

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.

Jonathan Eklund is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Oppenheimer in 2018. Eklund serves as an at-large board member of the executive board for the Lyric Opera of Chicago. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a diverse range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection.

Sheila Gindhart is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Edward Jones and World Financial Group, Inc., and she has been with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, focusing on asset allocation and retirement guidance. The firm employs Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and significant non-discretionary assets.

Erika Osborn is a Series 66-licensed advisor with Ameritas Advisory Services, LLC, based in Eagle, Wisconsin, with three years of industry experience. She has worked with Ameritas entities since 2022 and has been associated with Williams Financial LLC since 2016. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory services, utilizing various model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

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.

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.

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.

David Hansen is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Woodbury Financial Services Inc. from 2018 to 2024 and owns HD Financial Services LLC, a tax and accounting practice. Hansen is also affiliated with Tenacity Advisory Group, Inc. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment access.