James Huskin II is a CFP® and Series 66 registered financial advisor with 18 years of industry experience. He has been with Forum Financial Management, LP since 2016. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these through institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

Nicholas Stephan is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Robert Baird & Co. and MassMutual Wisconsin. 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 various advisor-specific styles and third-party manager relationships.

David Pagel is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. and Pagel Wealth Management since 2021. He previously worked at R.M. Stark & Co., Inc. for 12 years and operated Pagel Financial Group from 1994 to 2021. Pagel serves as one of seven commissioners of the Cedarburg Light and Water Utility Company and is a non-family board member of the Blakney Corporation. 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 combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Logan Wild is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management since 2019 and was previously with Woodbury Financial Services. Outside of advising, he helps run youth basketball tournaments through Blue Diamond Athletics in Mayville, WI. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and proprietary strategies to create individualized investment solutions and provides ERISA retirement-plan advisory services.

Richard Fischer is a financial advisor at Sequent Planning, LLC in Jackson, WI, holding a Series 65 credential with one year of industry experience. Prior to joining Sequent Planning, he worked at Ellsworth Adhesives for nine years and Trans International for three years. Outside of his advisory role, Fischer is an owner of two real estate entities involved in property management. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves a diverse client base including individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm emphasizes a structured risk framework, diversified manager exposures, and tax-aware placement, delivering advisory services through a network of independent investment adviser representatives using a combination of firm models, third-party managers, and customized allocations.

Patrick Herkert is a financial advisor with Founders Financial Securities LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Herkert & Associates Inc. and Woodbury Financial Services, Inc. In addition to his advisory work, he serves as an executor and trustee of multiple estates. Founders Financial Securities serves a broad client base, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a platform that integrates advisory, brokerage, and insurance services.

James Schaeve Jr. is a financial advisor at Intellicents Investment Solutions Inc. with a Series 65 credential. He has one year of experience with Intellicents and previously worked at Annex Wealth Management, Associated Bank, Paycor, Direct Supply, American Family Insurance, and Marquette University. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions by offering retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and supports both discretionary and non-discretionary options.

Zachary Campbell is a financial advisor at Merit Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Woodbury Financial Services, and JPMorgan Chase. In addition to his advisory role, he serves as a board member for Senior Citizens Activities, Inc. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable model portfolios.

Timothy Reis is a financial advisor with Merit Financial Advisors in West Bend, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Woodbury Financial Services for 22 years and has been with Merit Financial Group and PKS Investments since 2023. Outside of his advisory role, he is involved in fixed insurance sales. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, combining mutual funds, ETFs, individual securities, liquid alternatives, and third-party managers.

Kevin Hyde is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Investment Management and West Bend School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

John Augustine is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has operated Augustine Financial since 2006 alongside his role at Commonwealth. Outside of his advisory work, he is involved in fixed insurance sales and has ownership interests in private entities related to his securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, positioning itself as a platform and operations provider for affiliated advisors.

John Van Eerden is a financial advisor with Empower Advisory Group in West Bend, WI, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Great West Financial Empower, Legacy Research Group, and US Bancorp Fund Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Samuel Kruschel is a financial advisor at Creative Planning with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at Hogan Financial, MML Investors Services, and Mass Mutual. He serves as a board member for the WELS Retirement Program Commission, a nonprofit retirement plan organization, with no compensation. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Gerald Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, and Raymond James Financial Services. Jones is also involved as an insurance agent and a member of O'Hare Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Isaiah Zuleger is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked previously at Augustine Financial. Outside of finance, he is involved with Wapi Bricks, an entrepreneurial venture he has been part of for several years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of investment and advisory services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Sarah Schultz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. She has five years of experience at Augustine Financial and six years of prior experience at SSM Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joshua Leber is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His previous roles include positions at Raymond James Financial Services, Merrill, Russell Investments, and Wells Fargo. Outside of his advisory work, he serves as a part-time pickleball instructor for the Grafton Parks and Recreation Department. Steward Partners Investment Advisory is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with various portfolio management and financial planning services through both proprietary and third-party solutions.

Betty Wellhoefer Hill is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at J.W. Cole Advisors since 2017 and previously spent four years with LPL Financial. In addition to her advisory role, she is a licensed insurance agent. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary management approaches, including fundamental and technical analysis and digital advice solutions.

Donald Fortney is a financial advisor with Money Concepts Capital Corp in Grafton, WI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with Money Concepts Capital since 2006. He also serves as president of U.S. Marketing Corporation, a wholesale fixed annuities, life, and long-term care insurance business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.