Anne Sapienza is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial and IAG Wealth Partners since 2009. Sapienza serves on the board of Shorehaven, a nonprofit continuing care retirement community. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, utilizing both model-based and custom investment strategies. The firm primarily services clients through LPL-sponsored programs with a focus on long-term, buy-and-hold investment approaches.

Kiefer Baumbach is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Robert W. Baird and LPL Financial, as well as positions with the University of Wisconsin Milwaukee Athletic Department and the Milwaukee Admirals. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm employs a long-term, buy-and-hold strategy and offers model-based and customized investment portfolios, often utilizing LPL’s Strategic Wealth Management program.

Michael Kutz is a financial advisor at IAG Wealth Partners, LLC with 22 years of industry experience. He has been with IAG Wealth Partners and LPL Financial since 2011. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, favoring a long-term, buy-and-hold investment approach. The firm offers both model-based portfolios and custom strategies, and many client relationships are managed through LPL’s Strategic Wealth Management program.

Nikita Kibardin is a CFP® with six years of industry experience, currently serving at Ellenbecker Investment Group since 2026. His prior roles include positions at Madison Partners, Annex Wealth Management, Tri City National Bank, and U.S. Bancorp Investments. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm integrates independent research, model portfolios, and technology-driven tools, including AI-assisted processes, while offering affiliated tax and accounting services through a separate unit.

Justin Bertzyk is a financial advisor at Ellenbecker Investment Group with three years of industry experience. He holds a Series 65 credential and has previously worked at Johnson Wealth Inc, Johnson Bank, and the Wisconsin Firearms Training Center. Ellenbecker Investment Group provides financial planning, portfolio management, and retirement plan consulting for a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs a model portfolio approach supported by independent research and incorporates technology and AI-assisted tools while maintaining human oversight.

Amy Bremmer is a CFP® professional with 15 years of industry experience. She is currently an advisor at Ellenbecker Investment Group and has previously worked at H. Beck, Inc. and Annex Wealth Management, LLC. Outside of her advisory role, she owns Purple Penny Soap Company LLC, which manufactures and sells bar soap at farmers markets and craft fairs. Ellenbecker Investment Group serves a diverse range of clients, including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis while tailoring strategies to client objectives and risk tolerance.

Kyle Bence is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and three years of industry experience. He has worked at IAG Wealth Partners and LPL Financial since 2022 and previously held roles at Integra Machine Tool and ZIN - Uncommon California Italian. Kyle is also a registered representative with LPL Financial. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm employs a long-term, buy-and-hold investment approach, offering both model-based and custom strategies, and utilizes multiple LPL-sponsored programs including Strategic Wealth Management.

Jesse Kutz is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Stifel Financial, Altra Federal Credit Union, and teaching at Viterbo University and Fort Atkinson High School. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients, utilizing a long-term, buy-and-hold investment approach. The firm offers model-based and custom portfolio strategies and supports access to various third-party money managers and LPL-sponsored programs.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI. He holds a Series 66 designation and has 12 years of industry experience, including roles at LPL Financial, LLC since 2014. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients. The firm generally employs a long-term, buy-and-hold investment approach, offering both model-based core portfolios and custom strategies, and utilizes a range of LPL-sponsored programs and third-party money managers.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently serving at IAG Wealth Partners, LLC. His career background includes roles at Annex Wealth Management, LPL Financial LLC, and the New Berlin Police Department in Wisconsin. He also teaches at Waukesha County Technical College. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm primarily services clients through LPL’s Strategic Wealth Management program and employs a long-term, buy-and-hold investment approach using both model-based and custom strategies.

Brian Cayon is a CFA® charterholder with 20 years of industry experience. He has worked at Fortress Planning Group since 2022, following roles at Northern Trust Company and Waukesha State Bank. He holds a Series 63 license. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly with Dimensional Fund Advisors funds.

Scott Wellens is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Fortress Planning Group since 2011. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm follows a four-step consultative process and employs a fiduciary standard while using a diversified investment approach focused on value and small-cap exposures through Dimensional Fund Advisors funds.

Chadwick Albano is a financial advisor at Global View Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Robert Half International and Investment Advisors International. Albano is also involved with affiliated entities focusing on marketing and sales of insurance and advisory services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using model-driven strategies focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.

Andrea Argue is a CFP® professional with 22 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC in Waukesha, WI. She has worked at LPL Financial and Woodbury Financial Services, among others, and is involved with Kave Family Financial, which she has operated since 2016. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Daniel Krueger is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour since 2016. In addition to his advisory role, he has been involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, since the early 1990s. He also prepares individual tax returns. 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, with investment approaches that vary by advisor and third-party manager, and provides multiple execution options to clients.

Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company since 2015. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, which are involved in marketing and the sale of health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through partnerships with third-party managers and platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

Dean Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Investment Advisors International, Transamerica Financial Advisors, and WMA Investment Advisors. Outside of advisory work, he owns Fliss Enterprises and Global View Capital Partners, LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure to offer model-based portfolio management.

Lawrence Peterson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Investment Advisors International, Inc., among others. Outside of finance, he has been involved with Amway in a non-operational capacity related to succession planning. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers model-based management alongside third-party implementation for held-away retirement accounts.