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 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.

Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015. Outside of advisory work, he is involved in insurance sales through his roles with Rockweiler & Jorandby Solutions LLC and as a one-third owner of 32Thirty Health Solutions LLC, which sells various health insurance products including Medicare plans. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and utilizes third-party money managers through a platform relationship with Envestnet.

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.

Michael Schelble is a CFA® charterholder with 27 years of industry experience. He has been with Provident Trust Company in Waukesha, WI since 1999. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base that includes individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, "Growth at Reasonable Prices" equity discipline with focused portfolios and balanced strategies, combining bottom-up stock selection with top-down economic forecasts.

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.

Paul Baures is a financial advisor at Provident Trust Company with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Provident Trust Company since 2020, alongside his ongoing role at Broadview Advisors, LLC since 2001. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base, including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, “Growth at Reasonable Prices” equity discipline, focusing on concentrated U.S. equity portfolios complemented by balanced strategies and fixed-income exposure, with most accounts managed on a discretionary basis.

Alexander Fons is a financial advisor with Global View Capital Management LLC based in Waukesha, WI. He holds a Series 65 designation and has six years of industry experience. Prior to joining Global View Capital, he worked at PricewaterhouseCoopers and US Bank. Outside of his advisory role, Fons is involved with Eagle Home Solutions, LLC, a real estate business where he manages rental properties. 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 utilizing proprietary research and specialized execution platforms to manage portfolios primarily via ETFs and mutual funds.

Corey Mader is a CFA® charterholder with seven years of industry experience. He has worked at Aspiriant, LLC since 2014. 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 wealth planning, family office services, and specialty consulting. The firm offers customized investment programs using a variety of implementation options and supplements its services with accounting, banking support, tax and estate planning, and access to private investments.

Christina Lopes Serrao is a financial advisor at Global View Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at several firms including Reiersen Financial and multiple Global View Capital affiliates. Outside of advisory work, she also serves as an insurance agent marketing life, long-term care, disability insurance, and fixed annuities. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research and a range of managed account options.

Dina Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Global View Capital affiliates since 2011 and previously held positions at Investment Advisors International, Inc., Transamerica Financial Advisors, and WMA Investment Advisors. Fliss is a member of several advisory boards, including the National Association of Active Investment Managers and Guggenheim-Rydex, where she provides input on product development. Global View Capital Management offers investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Hyatt Harper is a CFP® with 19 years of experience in the financial industry, currently affiliated with Mutual Of Omaha Investor Services, Inc. He has worked with Mutual Of Omaha Insurance Co since 2006. Outside of his advisory role, he is a 40% owner of Clarity Financial LLC and co-owner of Clarity Real Estate LLC, which holds rental property interests. Mutual Of Omaha Investor Services, Inc. serves individual clients, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and utilizes third-party money managers to deliver investment solutions.

Mark Dittmann is a financial advisor at Global View Capital Management LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience with Cambridge Investment Research Advisors and Cambridge Investment Research. Before entering financial services, he worked for nearly two decades at Harley-Davidson Motor Company. 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 process focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Benjamin Mee is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He has worked at Stephens since 2021 and previously held roles at Generac Holdings, Inc. Outside of his advisory career, Mee was involved with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by equity research and committee-driven asset allocation.

John Petrie is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm uses customized investment programs with a range of implementation options and offers expanded family office capabilities including accounting and banking support.