Isaac Charpentier is a financial advisor at Shakespeare Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at West Bend Insurance Company, Bank Five Nine, and Generac Power Systems. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $641.9 million across about 312 accounts. The firm uses a model-driven, allocation-focused investment approach tailored to various risk profiles and offers discretionary portfolio management alongside comprehensive financial planning.

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.

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.

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, Blazei serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, contributing to their investment committees, and operates a human resources consulting firm focused on compensation and benefits. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

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.

James Fischer is a financial advisor at Regal Investment Advisors LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Fischer has been with Regal Investment Advisors since 2014 and is also associated with Regulus Financial Group, LLC. Outside of his advisory work, he owns and develops oil and natural gas interests through JT Energy Partners Inc and is a passive owner of a sales and marketing startup that manufactures outdoor industry products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and corporate entities. The firm offers proprietary and third-party model portfolios that incorporate a range of asset classes and strategies, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

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.

Jacob Menden is a ChFC® credentialed financial advisor with eight years of industry experience. He currently works at Belpointe Asset Management LLC and previously held roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and US Bank. He is the founder and content creator of the podcast Father Figures, LLC, and co-founder of the lifestyle podcast Healthful, LLC. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a variety of advisory relationships.

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.

Cody Kave is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 13 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with Householder Group Estate & Retirement Specialists. Kave also operates Kave Family Financial, a business engaged in investment advisory and insurance services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, 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 combination of in-house strategies and third-party platforms, including partnerships with LPL, Fidelity, Schwab, and SEI.

James Mc Court is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial, INC. He also serves as an officer and finance committee chair for Child Restoration Outreach Support Organization, a nonprofit focused on overseeing its financial operations. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and various institutional clients, offering financial planning and portfolio management combined with a strategy that incorporates fundamental analysis, ESG risk-based models, and alternative investment oversight.

Barry Arnold is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously led Arnold Investment Counsel Inc. for 27 years and spent time at Thrivent Financial before joining Global View Capital in 2017. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and participates on the AXO Client Advisory Board. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm focuses on technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and a range of managed account options.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC in Waukesha, Wisconsin. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior roles include work at Nextstep Financial Wellness, Fortune Financial Services, and Uvest Financial Services Group. Outside of advisory services, he manages operations for Butler Tree and Land LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes a quantitative investment approach using technical analysis applied to ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Philip Schweik is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has been associated with multiple Global View entities since 2015 and operates a fishing guide service under the name Hooksetters. 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 focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and manages models to specific objectives rather than individual customization.

Jonathan Wojciechowski is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Packerland Brokerage Services since 2006 and also owns and operates a beauty salon through Full Circle Enterprises. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and manages over $900 million in client assets.

Gary Mutz is a financial advisor at Packerland Brokerage Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 1999. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, disability, and Medicare health plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of account management options and manages over $900 million in client assets.

Robert Pulaski is a CFP® with 33 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1999. His career includes over 27 years at Packerland, where he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and manages a commercial office building rental in Oconomowoc, WI. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both discretionary and non-discretionary account management through firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform, and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Derek Kohn is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Midland National and Ergo Bank, as well as various affiliated firms within the Global View Capital group. Outside of his advisory role, he serves as treasurer of American Legion Post #395, a nonprofit military veterans organization. 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 focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Monica Tennie is a financial advisor at Global View Capital Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple entities affiliated with Global View since 2010. Outside of her advisory role, she owns and operates the Lawson House Bed & Breakfast. 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 focused on ETFs and mutual funds, supported by proprietary research and model-driven portfolio management.

Dennis Bureta is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He also operates as a Certified Public Accountant providing income tax preparation and accounting services independently since 1989. His background includes roles at affiliated Global View Capital entities dating back to 2014. Global View Capital Management offers investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach relies on technical and quantitative analysis applied to ETFs and mutual funds, employing proprietary research and infrastructure to manage portfolios primarily through model-driven strategies.