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 with Global View Capital Management LLC, holding a Series 65 credential and four years of industry experience. Her career includes roles at multiple related entities within the Global View Capital group and prior work at Reiersen Financial. She also serves as an insurance agent marketing life, long-term care, disability insurance products, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical approach to investment selection supported by its proprietary research platform and offers a variety of managed account options.

Dina Fliss is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with the Global View Capital affiliates since 2010-2011 in various roles, including president and investment adviser representative. Outside of her advisory work, she serves on the National Association of Active Investment Managers board and participates on advisory boards such as Guggenheim-Rydex. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a quantitative approach based on technical signals and algorithmic research. The firm offers a Personalized Managed Account Program with multiple investment options, alongside a low-cost, ETF-only platform and held-away account management services.

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.

Mark Dittmann is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Global View Capital, he worked at Cambridge Investment Research and spent nearly two decades at Harley-Davidson Motor Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans, using a quantitative and technical investment approach supported by an in-house algorithmic research platform.

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.

Anatole Kamentz is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Global View Capital Advisors and related entities since 2013. In addition to his advisory work, he owns and operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a suitability questionnaire to determine risk profiles and uses technical and quantitative methods to manage strategies, supported by its proprietary research platform.

James Mcmiller is a financial advisor at FourStar Wealth Advisors, LLC with 38 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 serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizons.

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.

Trevor Kurth is a CFP® with nine years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2017. He also has experience with Regulus Financial Group, LLC starting in 2016. Kurth markets under the name Fischer Wealth Management and provides life, disability, and long-term care insurance options to clients. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management primarily to SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and provides trade execution, rebalancing, and overlay management within a sub-advisory platform.

Nicholas Abt is a Series 65 licensed advisor with Global View Capital Management LLC, bringing four years of industry experience. He has worked at Global View Capital Management and its affiliate Global View Capital Advisors since 2022, and also holds a long-term position as a system analyst at Fidelity Information Services. Outside of his advisory role, he serves as treasurer for Ozaukee Lodge #17, a fraternal organization. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach, using proprietary algorithmic research to guide model strategies aligned with clients’ risk profiles and time horizons.

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® with three years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He previously worked at Senglaub Financial Group and Independent Financial Group, LLC for eight years. Outside his advisory role, he volunteers at Trinity Lutheran Church, where he helps monitor cash flows and manage the congregation’s donations. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser that serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, consulting, and sub-advisory roles across various asset classes.

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.

Randy Derbick is a financial advisor at Global View Capital Management LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Purshe Kaplan Sterling Investments. He is also the owner of Derbick Enterprises, LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm utilizes a technical and quantitative investment approach supported by an in-house research platform and offers a range of managed account programs and platform integrations.

Megan Behnke is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and three years of industry experience. She is also involved with several related affiliates of Global View Capital, including insurance services and advisory marketing. Outside of her advisory work, she serves as treasurer for a local elementary school Parent Teacher Organization. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a model-driven approach based on technical and quantitative methods. The firm also operates a proprietary research platform that supports its investment strategies and offers a range of managed account options.

James Hamer is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Global View Capital Management since 2014 and previously at Purshe Kaplan Sterling Investments. In addition to advisory work, he is involved with Global View Capital Insurance Services, where he sells life, long-term care, and disability insurance as well as fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a technical and quantitative investment approach supported by an in-house research platform and offers a variety of managed account options including sub-advisory and ETF-focused programs.

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.