Timothy Schwister is a financial advisor at Global View Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Securities and American National Insurance Company. Outside of advisory work, Schwister is involved with The Wisconsin Alliance for Civic Trust as a regional director volunteer and leads The Schwister Group, an investment signal provider. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using technical indicators and owns its research platform that produces daily rankings and buy/sell alerts for their strategies.

Sharon Christian is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding a Series 65 designation. She has one year of industry experience, previously working at Allspring Global Investments and Foley & Lardner. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Daniel Fleming is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017, and previously spent 16 years with The Prudential Insurance Company of America and Pruco Securities, LLC. 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, utilizing a combination of in-house strategies and third-party managers with regular due diligence and ongoing portfolio oversight.

John Selas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved in non-variable insurance as an agent. 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 with a combination of in-house strategies and third-party managers.

Nathan Kublank is a CFP® professional with 21 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2016, and previously was with CliftonLarsonAllen Wealth Advisors, LLC from 2012 to 2016. He volunteers as a board member of the finance and distribution review committees of WISPact (Wisconsin Pooled and Community Trusts). Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and notable family office capabilities including accounting, banking support, and targeted consulting services.

Daniel Fax is a financial advisor at Associated Investment Services, Inc. with 26 years of industry experience. He has been with the firm since 2014. Fax holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services on a predominantly non-discretionary basis.

John Bodden is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Annex Wealth Management, H. Beck, Inc., and Bodden Wealth Management. In addition to his advisory role, he is an independent insurance agent, which may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a mix of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Gregory Vidmar is a CFP® with 10 years of industry experience, currently associated with Annex Wealth Management, LLC. He has previously worked at Wealth Enhancement Advisory Services, Woodbury Financial Services Inc, and MetLife Securities Inc. Annex Wealth Management serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and government agencies. The firm employs a team-driven investment approach that combines core and tactical strategies using various asset types and offers multiple service models to accommodate different client needs.

Peter Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Great Valley Advisor Group since 2016 and has worked at LPL Financial, LLC since 2015. Tourville is involved with Next Level Planning & Wealth Management, a business related to his LPL activities. 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 management, financial planning, and retirement consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Jon Landvatter is a financial advisor with TIAA-CREF based in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2011 before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.

Peter Mc Elmeel is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining the advisory services, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and earlier spent five years at Hy-Vee. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Dylan Ovanin is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, he worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is active as a freelance musician. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and other entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Matthew Moylan is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked in the education sector with the Pewaukee and Eau Claire School Districts, as well as in parks and recreation management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party managers.

Jennifer Moston is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes positions at Thrivent Financial and Transamerica Investors Securities Corporation. She is based in Delafield, Wisconsin. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

William Ernest is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at R & R Wealth Management LLC, Avantax Insurance Agency, and Wells Fargo. He also conducts fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, compliance, and investment management, offering a range of program structures and discretionary model portfolios.

Erik Swenson is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with IFP Securities, LLC since 2019 and has been affiliated with Independent Financial Partners since 2010. Outside of advisory work, he owns Quantum Solutions, Inc., a company that sells fixed annuities and occasional life insurance policies, and he is the owner of Dream's Life and Wellness Center, which offers life coaching and spiritual healing. He also serves on the board of the Dreams Faith Foundation, a nonprofit organization focused on enhancing lives globally. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base and offers both decentralized investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

Sandeep Brion is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Wealthspire Advisors and Morgan Dempsey Capital Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Erich Stabelfeldt is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Advisors, U.S. Bancorp Investments, and BMO Harris Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Kaitlyn Simon is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Baker Tilly and other firms. Outside of advising, she is a member of DCS Island, LLC, a rental property group that manages Airbnb listings. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.