Daniel Sinnen is a financial advisor with Alongside, LLC and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans. Outside of his advisory work, he is a co-owner of a building management business that rents space to various tenants. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing disciplined, long-term diversified asset allocation and active oversight of third-party managers and model providers.

Gregory Schaeffer is a financial advisor with Coordinated Capital Securities, Inc. He holds the ChFC® designation and has 43 years of experience in the industry. His work history includes long-term roles at Coordinated Capital Securities, Norma Merz & Associates, and several other firms since 1979. Outside of advising, Schaeffer serves as an independent insurance agent with The Schaeffer Financial Group and is an annual speaker for the Kenosha School District. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs and employs a range of investment strategies including equity holdings and tactical asset allocation, supported by a team of 16 financial professionals.

Timothy Demuth is an investment advisor at Alongside, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. Outside of his advisory work, he is a co-owner of TDK LLC, which manages building operations and leasing activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing diversified asset allocation and active oversight of third-party managers and model providers.

Mark Salerno is a financial advisor at Coordinated Capital Securities, Inc. with 12 years of industry experience. He has held positions at Coordinated Capital Securities since 2018 and previously worked at Lupo Futures LLC from 2016 to 2018. Salerno is also an independent insurance agent with The Schaeffer Group, where he sells life, fixed, and equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and third-party manager referrals, supported by a team of 16 professionals managing roughly $137 million for approximately 186 clients.

Bradly Potter is a financial advisor with Coordinated Capital Securities, Inc. He holds a Series 66 credential and has nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he was with Hoppe & Orendorff SC for 25 years. Outside of his advisory role, Potter is the owner of Future State Financial Services LLC, which provides accounting and tax preparation services, and serves as treasurer for Piasecki Funeral Home, Inc. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs and employs a team of 16 financial professionals managing approximately $137 million in client assets.

William Waddle is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Guy D Electric for 17 years. Outside of advisory services, he is an independent insurance agent with The Schaeffer Financial Group, LLC, focusing on life, annuities, health insurance, and equity indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers both discretionary and non-discretionary programs, incorporating a range of investment strategies and allowing client-imposed restrictions, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Carla Zevnik Seufzer is a financial advisor with Harbour Investments, Inc. and ClearStep Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She is also a board member of the Xaverian Missionaries Advisory Board, a Catholic charity, where she participates in quarterly financial committee meetings. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Daniel Krueger is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at Harbour Investments since 2016. In addition to his advisory role, he is involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, and also prepares individual tax returns. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches and execution platforms tailored to clients’ needs.

David Johnson is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Investments since 2016. In addition to his advisory role, he operates a marketing and prospect identification business under the name ClearStep Financial, which is not investment related. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and utilizes a variety of investment approaches through both in-house and third-party managers.

Kimberly Steinbrenner is a financial advisor at Saxony Capital Management, LLC with 16 years of industry experience. She holds a Series 66 credential and has worked at firms including LaSalle St Investment Advisors and Steinbrenner Financial Group. Outside of her advisory role, she assists with seminars and trust and estate planning through Heartland Organization Ltd. Saxony Capital Management provides portfolio management and financial planning services to individuals—including high-net-worth clients—as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers a range of investment strategies alongside third-party advisory and annuity referral services.

Nicole Farbo is a CFP® with 12 years of industry experience, currently serving as a wealth advisor at Johnson Wealth Inc. and Johnson Bank. Her prior roles include positions at LPL Financial, Johnson Financial Group, U.S. Bank, and PNC Bank. She is also a commissioned notary in Wisconsin. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary management and curated private investments.

Kathy Ciszewski is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding CFP® and Series 63 credentials. Although she has no prior advisory experience, she has worked at Johnson Bank since 1999 as a Senior Vice President and Private Client Banker. She serves as a dual employee of both Johnson Bank and Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm focuses on long-term, goal-driven asset allocation and manager selection, utilizing proprietary quantitative and qualitative methodologies.

Darren Klump is a financial advisor with Calton & Associates, Inc. in Oak Creek, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Guardian Credit Union and Capital Financial Services, Inc. Klump is also a licensed insurance agent involved in fixed insurance products through various companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines commission-based product sales with assets under management fees.

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Thrive Wealth Group, Magellan Financial, and United Advisors. In addition to his advisory role, he is involved with Thrive Wealth Group, where he works as a financial professional offering life insurance and annuities. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a range of investment strategies and delivers services through a large network of affiliated offices and representatives.

Patricia Beine is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been affiliated with Harbour Investments and ClearStep Financial since 2016. Outside of her advisory role, she is involved in fixed insurance sales through ClearStep Financial. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various account management services, utilizing a variety of investment strategies tailored by individual advisors and approved third-party managers.

Laura Jocius is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2021 and has been associated with related firms including Concorde Investment Services, LLC and TADA Wealth Advisors since 2015. Outside of advising, she holds a role as Vice President at Thornwood Financial, focusing on fee-based financial planning. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm employs individualized asset allocation and model-based portfolio construction, acting as Overlay Manager for its UMA, and offers alternative investment products alongside ERISA fiduciary services.

Thomas Michalowski is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and six years of industry experience. He has worked with several firms, including Thrive Wealth Group and Portfolio Medics. In addition to his advisory role, he operates as an independent insurance agent. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to manage client investments.

Zachary Fitzpatrick is a financial advisor at The AmeriFlex Group with one year of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including Cambridge Investment Research, Inc., and Grant Thornton, LLP. Fitzpatrick is also the owner of Fitzpatrick CPA & Financial Services, LLC, where he provides tax services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various investment platforms and managing client accounts with ongoing monitoring.

Eric Bernal is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab and Johnson Bank. He serves as a full-time portfolio manager and is a dual employee of Johnson Bank and Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, businesses, government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, using proprietary methodologies and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Kevin Seufzer is a financial advisor with Harbour Investments, Inc. and ClearStep Financial, holding Series 63 and Series 65 licenses. He has 23 years of industry experience and has been with Harbour Investments since 2016. Outside of his advisory role, he is a partner in ClearStep Financial, where he facilitates contracts and commission payouts related to fixed insurance products. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and third-party managers.