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.

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.

Marina Peacock is a financial advisor at Regal Investment Advisors LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Bates Financial Advisors, Bates Securities, and Robert W. Baird. Outside of her advisory work, she is a partner in RPFab, LLC, a retail and online store business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

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.

Mark Jones is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently with Regal Investment Advisors LLC and has previously worked at Bates Financial Advisors and related Bates entities for over two decades. Outside of his advisory work, he serves as a deacon at Grace Reformed Baptist Church, assisting with financial oversight and administrative matters. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, utilizing various asset classes and strategies, with implementation managed by Regal under discretionary authority granted by financial advisers.

Shawn Rooney is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Facet since 2026. He previously worked at Ameriprise, Northwestern Mutual Wealth Management, Fidelity Investments, Raymond James, and Edward Jones. Outside of his advisory role, he is also employed as a rideshare driver for Uber and DoorDash. Facet serves individual members at various wealth levels through tiered, subscription-based financial planning and implementation services. The firm emphasizes holistic financial planning using a Total Financial Life Resources framework and offers discretionary asset-allocation programs primarily using ETFs, with a focus on fixed subscription fees rather than percentage-of-AUM charges.

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) in Delavan, WI, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has held roles at Eagle Strategies, Sounde Financial Group, Nylife Securities LLC, and New York Life Insurance Co. Outside of her advisory work, she serves as Vice President on the board of the Geneva Lake West Chamber of Commerce and hosts a podcast titled "Shine Your Light - Finding Your Inner Voice." Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers various programs tailored to client objectives, emphasizing non-discretionary management and fiduciary responsibilities, within the 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.

Jonathan Eklund is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following a decade at RBC Capital Markets Corporation. Outside of his advisory role, he serves as an at-large board member of the Lyric Opera of Chicago’s executive board. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment vehicles to build client portfolios, with accounts regularly reviewed and managed through both discretionary and non-discretionary programs.

Chad Demarre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 13 years of industry experience and has worked with firms including NYLife Securities and Intandem Financial Strategies and Insurance Solutions, LLC, which he owns. Outside of advisory work, he hosts the Nimble Journey Podcast, an inspirational talk show focused on life experiences. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, often working with institutional sponsors within the New York Life affiliate structure.

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.

Eric Thornburg is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Joseph Acquafredda is a financial advisor with LPL Financial based in Lake Geneva, WI. He holds Series 63 and Series 65 licenses and has five years of industry experience. His previous work includes roles at BMO Bank NA, First Citizens Bank, and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options and access to research from LPL and third-party subadvisors.

Isaac Hart is a financial advisor with LPL Financial in Elkhorn, WI, holding the CFP®, ChFC®, and Series 66 credentials. He has 15 years of industry experience, including 13 years at Edward Jones before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Brad Harte is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Maurice Hebb is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2023, following six years at Wells Fargo Clearing Services LLC and prior roles at Axa Advisors and Ketchum. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with a service menu that includes specialized planning such as business-owner transition and special-needs analysis.

Justin Hanke is a financial advisor with UBS Financial Services in Elkhorn, WI, holding a Series 66 designation and eight years of industry experience. He has been associated with UBS since 2015, including roles at UBS Financial Services and UBS Business Solutions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Daniel Pearce is a financial advisor with Edward Jones in Walworth, WI, holding a Series 66 designation and eight years of industry experience. He has worked with Edward Jones since 2018, with prior roles at Geneva National, MassMutual Financial Solutions Group, Lavelle Industries, and UW-Whitewater. Outside of advising, he is a part owner of the Green Bay Packers, attending annual owners meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

F. Covey is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management in Chicago. He specializes in liquidity management, managing new wealth, and portfolio management services, providing strategic guidance to clients as part of the firm's enhanced advisory platform. Covey began his career in private wealth management in 1999 at Lehman Brothers alongside his current business partners. He subsequently worked with UBS Private Wealth Management starting in 2007 before joining Merrill. Prior to his wealth management career, he was employed at Ernst & Young in their Tax and Audit Group as a Certified Public Accountant and later worked with Diversified Financial Management Corp., supporting accounting and tax compliance for entities owned by the Pritzker Family Business Interests. Covey leads the team’s “Virtual Family Office,” focusing on asset allocation and manager due diligence. He earned a Bachelor of Science in Business Administration in Accounting from John Carroll University. Covey is involved in several civic and charitable organizations, including serving as past president of the Union League Club of Chicago, trustee of the Union League Club's Boys and Girls Clubs, and director roles on the boards of John Carroll University and the Western Golf Association/Evans Scholars Foundation. His personal interests include golfing, hunting, and traveling.