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.

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.

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.

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.

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.

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.

Bansi Patel is a financial advisor at Brookwood Investment Group with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Benjamin F. Edwards & Co., HSBC Bank USA, N.A., HSBC Securities USA, Inc., and Purdue Ventures. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and implements various instruments as appropriate, maintaining multiple affiliated businesses and platform relationships.

Michael Neumann is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. In addition to his advisory role, Neumann is the CEO of Horizon Insurance Brokerage Group, where he has served since 2014. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Brendan Reid is a financial advisor with Associated Investment Services, Inc. in Greenfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Associated Investment Services since 2008. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and affiliated entities, delivering services mainly on a non-discretionary basis via the Envestnet/NFS platform.

Jodi Hanson is an investment advisor representative at Regal Investment Advisors LLC with a Series 65 credential. She has been with Regal since 2025 and has prior experience working for the City of Milwaukee Business Improvement District No 2 and the Historic Third Ward Association. Outside of her advisory role, Hanson provides after-school care for preschoolers at St. Jacobi Lutheran School. Regal Investment Advisors LLC offers discretionary investment management services to independent advisers and other registered firms, serving a diverse client base that includes individual, charitable, and corporate clients. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal authority to manage accounts accordingly.

Christopher Collins is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. He has 16 years of industry experience, including roles at Collins Financial and Futurity First Insurance Group. In addition to his advisory work, he is licensed as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of approximately 97 independent advisers using a structured risk framework and diversified investment strategies.

Brian Whitaker is a financial advisor with Gibbs Wealth Management, LLC in Burlington, WI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Visionary Wealth Management, Great Lakes Wealth Management, and ownership in multiple financial and insurance-related businesses. Outside of advisory work, he is involved in farming activities in Burlington, WI. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement diversified portfolios based on clients’ financial situations, goals, and risk tolerance.

Nathan Olsen is a financial advisor with Harbour Investments, Inc. and holds a Series 66 designation. He has five years of industry experience with prior roles at Clearstep Financial, Edward Jones, Northwestern Mutual, and other firms. In addition to his advisory work, Olsen is also an independent insurance agent. 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 advisers and approved third-party managers.

Mark Thompson is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Clearstep Financial, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory role, he is an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management and model-based solutions through various investment instruments and third-party platforms.

Jacqueline Crawley is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Harbour, she held positions at Clearstep Financial and worked in fields including cosmetic surgery and physical therapy. 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, employing various investment approaches and providing multiple execution platforms.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2011 before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.

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.

Sarah Gruber is a financial advisor at J.W. Cole Advisors, Inc. with five years at the firm and a total of 11 years of industry experience. She holds a Series 65 designation and previously worked at Greenstone Financial Services, MoneyWise Planning Group LLC/Woodbury Financial, Lane Investments LLC/Woodbury Financial, and LPL Financial. Outside of her advisory role, she serves as an assistant at Pathway Divorce Solutions, where she is involved in divorce financial analysis. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, third-party investment manager access, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis using various analytical approaches.