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 12 years of industry experience. He has been employed at Guy D Electric since 2009. Waddle is also an independent insurance agent with The Schaeffer Financial Group, LLC, where he sells and services 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 discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, with investment strategies that include equity holdings, asset allocation, option writing, and margin use.

Kimberly Steinbrenner is a financial advisor at Saxony Capital Management, LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LaSalle St Investment Advisors and Steinbrenner Financial Group. Outside of her advisory work, 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 employs a multi-team model and utilizes a variety of investment approaches, including discretionary asset management and third-party advisory 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 at Calton & Associates, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Credit Union, Capital Financial Services, Inc., and MSI Financial Services, Inc. He is also a licensed insurance agent offering fixed insurance products. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines registered investment adviser, broker-dealer, and insurance agency registrations to provide fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

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.

Jason Yorgensen is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of advising, he owns two ventures focused on luxury assets and investment-related activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of the end of 2025.

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.

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.

Joshua Woodbury Phipps is a financial advisor at Johnson Wealth Inc. with a Series 65 license and one year of industry experience. His prior experience includes roles at Vantage Financial Partners and UMB Fund Services, among others. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing over $10 billion in client assets. The firm serves high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. Its investment approach focuses on long-term, purpose-driven strategies incorporating asset allocation, model portfolios, and manager selection supported by both qualitative and quantitative analysis.

Scott Zempel is a financial advisor at Summit Financial, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Gordon Asset Management and Empower Retirement. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving about 17,800 clients. The firm offers a variety of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Maria Fliess is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Retirement Advocates since 2017, Retirement Wealth Advisors since 2016, and founded Fliess Financial Services, LLC, where she worked from 2006 to 2017. In addition to her advisory roles, Ms. Fliess is an independent insurance broker through Retire Advocates Inc., selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm utilizes a range of investment strategies including diversified portfolios of mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis to tailor solutions to client objectives and risk tolerance.

Anne Coupe is a financial advisor at Simplicity Wealth with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Global Asset Management, William Blair, and BMO Asset Management. Outside of her advisory role, she serves on the board of the Special Gifts Theatre, which provides therapeutic theatre programs for children and adults with special needs. Simplicity Wealth serves a diverse client base ranging from individuals and high-net-worth investors to institutional and corporate clients, offering services that include financial planning, retirement plan management, and a managed account platform for advisers. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its private-label asset management software and back-office services.

James Hill is a CFP® and holds a Series 65 license, currently advising at Apollon Wealth Management, LLC with three years of industry experience. Prior to joining Apollon, he worked for Boardwalk Financial Strategies LLC for four years and has experience with nonprofit and educational organizations, including Goodwill Industries of SE WI and Carthage College. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets and serving individuals, high-net-worth families, family offices, trusts, estates, and other institutional clients. The firm combines centrally managed strategies with locally managed portfolios and employs a multifaceted investment process that includes fundamental analysis, tactical allocations, ESG risk models, and technology tools such as generative AI.

Anisa Dunn is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding a Series 65 designation with seven years of industry experience. She has worked at Johnson Wealth Inc. and Johnson Bank since 2018 and previously held a position with Racine County from 2011 to 2018. Dunn also serves as Senior Vice President and Wealth Fiduciary Manager at Johnson Bank. 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, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options.

Candice Baker is a financial advisor at Johnson Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has served as Vice President and Team Lead at Johnson Bank since 2014. Baker has worked at Johnson Wealth Inc. since 2017 and maintains a dual role with Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional organizations. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering services such as discretionary portfolio management and financial planning.

Joshua Zoerner is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and has 23 years of industry experience. His prior roles include work at Securities America and MWA Financial Services, and he is the owner of Zoerner Financial. Outside of advising, Zoerner is an author of the book "20 Point System." Harbour Investments serves a broad range of clients, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches tailored to each advisor and client.

Scott Krempley is a financial advisor at Portfolio Medics, LLC in Kenosha, WI, holding a Series 65 designation. He joined the advisory industry in 2026 after prior work experience at Amazon and Uline. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a range of portfolio strategies that combine fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerances.