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.

Kevin Tydrick is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding the CFP® designation with one year of industry experience. He has been associated with Johnson Bank since 2015, where he serves as Vice President and Retirement Plan Services Advisor. 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 emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized programs such as discretionary management for 401(k) participants, including airline pilots.

Scott Rescigno is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 licenses and one year of industry experience. He has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Rescigno is also a full-time wealth advisor and dual employee at Johnson Bank. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other advisers. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Jacqueline Crawley is a financial advisor at Harbour Investments, Inc. with a Series 66 credential and one year of industry experience. Her prior work experience includes roles outside finance, such as positions at Bonness Cosmetic Surgery and Metropolitan Salon & Spa. 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 with varying investment approaches tailored to each advisor or third-party manager.

Todd Schober is a CFP® professional with 40 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Advisors, Risk Strategies Co, LPL Financial, Johnson Bank, and Invest Financial Corporation. In addition to his advisory work, he assists clients with life, disability, and long-term care planning through his role at Risk Strategies Co. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and consulting services, utilizing a range of investment strategies and platforms.

Michael Ramos is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Bank of America, Merrill, and Guardian Credit Union. Outside of his advisory role, Ramos works as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Andrew Degroot is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he works seasonally as a farm crew member at Happy Day FarmHaus in Germantown, WI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement services and succession planning.

Sarah Gruber is a financial advisor with J.W. Cole Advisors, Inc. in Greenfield, WI, holding a Series 65 designation and three years of industry experience. She previously worked at Greenstone Financial Services and MoneyWise Planning Group LLC/Woodbury Financial. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst assistant at Pathway Divorce Solutions. J.W. Cole Advisors operates a large network of independent investment adviser representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies and digital advice solutions.

Jodie Lane is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, she worked at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of her advisory role, Lane owns Pathway Divorce Solutions, LLC, a non-investment business focused on divorce financial planning. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Joseph Herron is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previously worked at firms including GWFS Equities, Transamerica Investors Securities Corporation, and Thrivent Investment Management. Outside of his advisory role, Herron is involved in community activities such as serving as chairman of his local church council and operates a woodworking business with his son. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plans and Empower Premier IRA and retail brokerage account holders, using an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Jeffrey Hottinger II is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Creative Planning, LLC and has previously worked at GWFS Equities, Core Staff, Hogan Financial, and Dynamic Ratings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with diverse portfolio management options and private market access.

Curtis Edmark is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Centaurus Financial since 2017 and Pioneer Financial Group since 1991. Outside of his advisory role, he is involved in insurance sales, focusing on annuity recommendations and client engagement through public meetings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts, utilizing a combination of discretionary and non-discretionary arrangements.

Michele Randall is a CFP® with 30 years of industry experience, currently affiliated with Carson Wealth. She previously worked at Robert Baird & Co. and has been involved with Randall & Pobar, LLC since 2012, where she is the founder and wealth advisor. Randall serves on the boards of the Gateway Technical College Foundation and the Racine Community Foundation, contributing to their finance and investment committees. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers comprehensive services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Brian Goode is a financial advisor with Principal Financial Services based in Franksville, Wisconsin. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Brian is president of the Fisher Lake Chain Association in Mercer, Wisconsin, where he leads initiatives related to fishery and lake quality management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Karen McMahon is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual Life Insurance Company for 15 years. In addition to her advisory role, she has worked as an independent sales consultant for Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

William Kletzien is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2007. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Grant Peyron is a Series 66-licensed financial advisor with Cetera, based in Muskego, WI, and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Corporate Central Credit Union and Concourse Financial Group Securities Inc. Outside of his advisory role, he is president of a tax preparation and bookkeeping business and holds power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, and institutions. The firm provides access to multiple investment program structures and third-party managers through a nationwide network of over 10,000 advisors.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, Inc., BMO HARRIS Bank, and M & I Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party asset managers, and customized strategies.

Esther Inyang is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including PNC Investments LLC, U.S. Bancorp Investments, Inc., and M&I Financial Advisors, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking investment approach and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.