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.

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.

Michael Reisel is a financial advisor with Belpointe Asset Management LLC in Hartland, WI, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at Redwood Financial Strategies, Waddell & Reed Inc., M4 Financial Partners LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he serves on the board of Scherrer Cares Inc., a nonprofit promoting anti-bullying initiatives in K-12 schools, and he owns a business consulting and coaching service called CEO to CEO. 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, utilizing customized portfolios and various advisory relationships.

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.

Cory Spencer is a financial advisor at Belpointe Asset Management LLC with the Series 65 designation and four years of industry experience. He has worked at Belpointe since 2022 and has prior experience with Legacy Partners Group, Guardian Resources, and Johnson Law Group PA. Outside of his advisory role, Spencer is involved in estate planning law through Nylen Partners, LLC. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific strategies, model portfolios, and third-party co- or sub-advisory relationships.

Benjamin Mee is a financial advisor with Stephens in Dousman, WI, holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Stephens Inc. as well as positions at Generac Holdings, Alpha Investment Consulting Group, and Riverwater Partners. Outside of finance, Mee has experience with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

James Mcmiller is a financial advisor at Fourstar Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Advisors on Call, LLC and Claraphi Advisory Network, LLC. Outside of his advisory work, he is a partner and consultant for Kennedy Mining, a cryptocurrency mining and facility development business. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary portfolio management using a mix of mutual funds, ETFs, individual securities, options, and selected independent managers, tailoring strategies to clients’ risk tolerances and objectives.

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.

Fred Marshall is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been associated with Packerland Brokerage Services, Inc. since 2005 and also operates Marshall Financial and FHM Investments. Outside of his advisory role, he is involved in fundraising activities for the Rhumba 4 Rainbow charity. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform, providing a range of account structures and investment solutions.

Jude Kave is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Great Valley Advisor Group, Inc., LPL Financial, LLC, and Householder Group Estate & Retirement Specialists. Outside of advising, he manages Proportunity Real Estate LLC, a residential real estate investment business. 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 customized portfolio management, financial planning, and retirement-plan consulting through various advisor-specific styles and third-party manager relationships.

Brett Nowatske is a CFP® professional with three years of industry experience, currently affiliated with Apollon Wealth Management, LLC. He has worked with Senglaub Financial Group since 2018 and also held a position at Independent Financial Group, LLC. Outside of his advisory work, he volunteers at Trinity Lutheran Church, where he assists with cash flow monitoring and donation management. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed investment strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and advisory roles for private funds and insurance clients.

Jeffrey Senglaub is a financial advisor at Apollon Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Independent Financial Group, and SAGEPOINT FINANCIAL, Inc. He is also the owner of Executive Pension Design, Inc., a business entity involved in tax and investment-related activities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides comprehensive financial planning, portfolio management, and advisory services, combining centrally managed model strategies with locally managed portfolios to tailor client solutions.

Casey O'Leary is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He previously worked at Trinity Wealth Management LLC for five years before joining Packerland in 2019. O'Leary serves on the board of Youth Five O's, a youth baseball organization, where he oversees budgeting and fundraising. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, utilizing a range of investment solutions both directly and through third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Steven Seibel is a financial advisor at CoreCap Advisors with 42 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. Prior to joining CoreCap Advisors in 2017, he worked at Capital Synergy Partners, Inc. from 2011 to 2017. Outside of advisory work, he is the owner and agent of Lake Country Insurance & Financial Services, serves as president of the Nagashotah Shores Homeowners Association, and is an appointed member of the Lake Country Fire Commission. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income, often engaging sub-advisors and third-party asset managers.

Gregg Lentz is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. Prior to joining Arkadios Wealth Advisors in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. Outside of his advisory role, he also operates Gregg S Lentz & Associates, providing solutions related to fixed insurance and annuities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, including discretionary account management supported by an internal portfolio team. The firm uses multiple analytical approaches and offers access to third-party managers and comprehensive financial planning.

Caleb Hutchins is a financial advisor at RiverFront Investment Group, LLC with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining RiverFront in 2026, he spent 12 years with Robert Baird & Co. in addition to his ongoing affiliation with UW-Milwaukee since 2006. RiverFront Investment Group offers discretionary portfolio management and model-based investment solutions primarily for individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies including ETFs. The firm employs a multi-advisor platform and integrates strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Craig Rusch is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and SAGEPOINT FINANCIAL. Outside of his advisory role, he serves as president of the Fort Atkinson Wisconservation Club, a non-profit conservation organization. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, families, businesses, trusts, charitable organizations, and institutional clients. The firm offers comprehensive financial planning and portfolio management, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and alternative investments.

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.