Matthew Steiger is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. He previously worked at Columbia Management Investment Advisers, LLC, and Stillwater Investment Management, LLC. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm combines fundamental, technical, and quantitative analysis to create diversified, long-term investment portfolios and is actively involved in managing pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.

James Tonrey Jr. is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds the Series 63 designation and previously worked for Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth, LLC serves a diverse client base, including individuals, trusts, charitable organizations, and pooled investment vehicles, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a blend of fundamental, technical, and quantitative analysis across various asset classes and manages several pooled and private fund structures.

Brandon Rud is a financial advisor at Stephens with five years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2021, with prior experience at Tigress Financial Partners and the University of Minnesota. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services along with investment banking and research capabilities.

Joseph Altman is a financial advisor with AlphaStar Capital Management in Hudson, WI, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and various service and real estate companies. He is also an agent at Principal Preservation Services, LLC, dedicating part of his professional time to insurance services. AlphaStar Capital Management provides discretionary investment management, financial planning, and retirement plan services to individuals, corporate clients, and other advisers. The firm employs strategic and tactical investment approaches across diverse asset types and offers subadvisory and participant account management services at an enterprise scale.

Matthew Cosgriff is a CFP® professional with 12 years of experience in financial advising. He is currently with Apella Wealth and has previously worked at Creative Planning, SageView Advisory Group, KDV Wealth Management, and All Star Financial. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach incorporating factor-based equity strategies and fixed-income considerations, and it offers a variety of solutions such as separately managed accounts, held-away portfolio advice, and automated advisory services.

Andrew Rineck is a financial advisor with Alera Investment Advisors, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Cambridge Investment Research and its affiliates. Outside of his advisory work, he serves as a captain and firefighter for the City of River Falls and works as a tax preparer. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term investment approach using a combination of internal management, affiliate platforms, and independent managers, serving both retail investors and plan sponsors.

Amy Enderlein is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment process integrating fundamental, technical, and quantitative analysis, and is involved in managing pooled investment vehicles and private fund structures.

Brian Limborg is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at EFS Advisors and Advanced Advisor Group, LLC. Outside of his advisory work, Limborg is involved in managing several family-owned businesses, including a cafe and a resort, and serves as president of the Sigma Nu Holding Association and vice president of the Little Whitefish Lake Association. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction through a combination of in-house strategies and third-party platforms.

Jodi Gibson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and Voya Financial Advisors, Inc. Outside of her advisory work, she is involved in direct sales with Plexus Worldwide. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Osni Ferreira Filho is a financial advisor with Eversource Wealth Advisors, LLC, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Since 2022, he has consulted on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm offers multiple investment platforms and emphasizes investor profiling and values-based strategies, including a private markets platform and stewardship planning.

Shelby Ferstl is a CFP® professional with seven years of industry experience, currently with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, Ferstl worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and personalized portfolio management for retail and institutional clients, emphasizing strategic asset allocation, third-party research, and the use of independent managers.

Mark Federation is a financial advisor with Packerland Brokerage Services, Inc. in Osceola, WI, holding Series 63 and Series 65 registrations with 26 years of industry experience. His prior work includes positions at Madison Avenue Securities, Secure Investment Management, J.D. Mellberg Financial, and Harbour Investments. Additionally, he is involved in insurance and fixed index annuity sales through Asset Marketing Systems, LLC. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a variety of investment models and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Eric Bratvold is a financial advisor at Dakota Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stillwater Investment Management, LLC for 15 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm’s investment approach combines fundamental, technical, and quantitative analysis to create diversified, customized portfolios, and it is actively involved in managing pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.

Rexford Cattanach is a financial advisor at Advisor Share Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Sequent Planning, LLC, First Income Advisors, Gradient Advisors, LLC, and Keats Group, LLC, where he serves as president of a single-member wealth management and financial planning business. He is also an active member of the Stillwater Rotary Club, participating in community service and fundraising activities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs a platform-based approach, often utilizing third-party sub-advisers and model portfolios, and offers alternative and private investment options to eligible clients.

Joel Feldkamp is a financial advisor with Packerland Brokerage Services, Inc. in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Packerland Brokerage Services since 2010, following roles at LPL Financial and Thrivent Investment Management. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both in-house and third-party investment solutions on the Envestnet platform.

Dawn Walker is a financial advisor at Creative Financial Designs, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at cfd Investments, Inc. since 2017 and previously at LPL Financial, LLC from 2008 to 2017. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed approaches, including a suite of Biblical Responsible Investing options.

Kathryne Stuempert is a financial advisor at Equity Services, Inc. with 28 years of industry experience. She holds a Series 63 designation and has worked with Equity Services since 2008. Outside of her advisory role, she has operated an Amway distributorship since 1984 and participates in a local business networking group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and frequently employs third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

William Ryder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with various Transamerica entities since 2014. Outside of advising, he co-manages a small residential rental business with his wife. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple advice programs, utilizing proprietary software and oversight from Morningstar Investment Management to provide asset allocation and retirement guidance. The firm operates at scale with over 300 advisors and emphasizes managed portfolios and non-discretionary recommendations rather than standalone financial planning.

Ian Greer is a Series 65-licensed advisor at Brookstone Capital Management LLC with less than one year of industry experience. His prior work includes roles outside finance, such as operating Triple C Car Detailing and positions with University of Iowa Recreational Services. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple advisory channels.

Ethan Anderson is a financial advisor with Eagle Strategies (NY Life) based in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been associated with Veritas Financial Strategies, LLC since 2019 and has worked with Eagle Strategies and New York Life-affiliated entities since 2015. Outside of his advisory role, he is a member of the Hudson Daybreak Rotary and is the owner of Landry’s Smile, LLC. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.