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 a Series 65 credential and two years of industry experience. Prior to joining Ellenbecker, he worked at Wisconsin Firearms Training Center and held roles at Johnson Wealth Inc and Johnson Bank. His background also includes positions in manufacturing and education. 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 tailored to each client’s objectives and risk tolerance.

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 at IAG Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Integra Machine Tool and ZIN - Uncommon California Italian. Outside of his advisory role, he is also a registered representative of LPL Financial, providing brokerage products to clients. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs to implement client strategies.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with both IAG Wealth Partners and LPL Financial since 2013 and 2014, respectively. IAG Wealth Partners manages approximately $1.585 billion in client assets across more than 2,200 relationships, offering financial planning, consulting, and portfolio management for individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach, utilizing both model-based and customized strategies, and frequently incorporates third-party managers and LPL-sponsored advisory programs.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. His background includes roles at LPL Financial, Annex Wealth Management, and H. Beck Inc., as well as a lengthy career with the New Berlin Police Department. He also has a teaching role at Waukesha County Technical College. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management services with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and incorporates third-party managers and LPL-sponsored advisory programs.

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® professional with 14 years of industry experience, currently serving at Fortress Planning Group since 2011. He holds a Series 65 license and is based in Pewaukee, WI. 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 diversified investment approach focused on value and small-cap exposures, primarily using Dimensional Fund Advisors funds.

Chadwick Albano is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with multiple related entities, including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC, since 2010. His prior work experience includes over a decade at Robert Half International - Accountemps. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach driven by proprietary algorithmic research, offering a range of managed account programs and platform options.

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® with 21 years of industry experience. She is affiliated with Great Valley Advisor Group, LLC and has worked with the Householder Group Estate & Retirement Specialists, LPL Financial, and Kave Family Financial. Great Valley Advisor Group is an SEC-registered, multi-team 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 through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight.

Daniel Krueger is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at Harbour Investments since 2016. In addition to his advisory role, he is involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, and also prepares individual tax returns. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches and execution platforms tailored to clients’ needs.

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 over 40 years of industry experience. He has been with Global View since 2014 and also has a longstanding affiliation with Purshe Kaplan Sterling Investments. Outside of his advisory roles, he owns Fliss Enterprises. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans, utilizing primarily technical and quantitative methods supported by an in-house research platform.

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. He has worked at Global View Capital Management since 2014 and has additional involvement with Global View Capital Advisors and Global View Capital Insurance Services. Outside of his advisory role, he is listed as a beneficiary on an Amway retail products account linked to his spouse, maintained for succession purposes only. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs technical and quantitative methods, supported by an in-house algorithmic research platform, to manage investments and offers a variety of programs including personalized managed accounts and a low-cost ETF-only option.

Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. In addition to his advisory role, Langston is a licensed insurance agent specializing in life, health, and annuity products and serves as a notary public. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through relationships with third-party managers and platform providers like Envestnet.

Cody Kave is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 12 years of industry experience. He has worked with LPL Financial and Householder Group Estate & Retirement Specialists since 2016 and operates Kave Family Financial, a family-run business established in 2013. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a variety of in-house and third-party strategies.

James Mc Court is a CFP® professional affiliated with Apollon Wealth Management, LLC, with 15 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial, Inc. He serves as an officer and chair of the finance committee for Child Restoration Outreach Support Organization, a nonprofit focused on restorative efforts. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and locally managed portfolios, offering a range of services including financial planning, portfolio management, and consulting tailored through diverse investment vehicles and specialized sub-advisory roles.

Barry Arnold is a financial advisor at Global View Capital Management LLC with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Global View Capital and its affiliates since 2017, following a one-year tenure at Thrivent Financial. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and is a member of the AXO Client Advisory Board. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods, supported by an in-house research platform, to manage strategies aligned with client risk profiles and objectives.