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.

Michael Reisel is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including Redwood Financial Strategies, Waddell & Reed Inc., 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 operates a business consulting service called CEO to CEO. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, and trusts. The firm employs customized portfolio strategies and maintains unique functions such as sponsoring affiliated funds and providing administrative services to other advisers.

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.

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 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 Mirsberger is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Legacy Partners Group, Dell Technologies Inc, and Erin Hills Golf Course. 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 a mix of advisor-specific styles, model portfolios, and third-party sub-advisory relationships.

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 at Regal Investment Advisors LLC since 2017. He also operates under the name Fischer Wealth Management and provides life, disability, and long-term care insurance options to clients. Regal Investment Advisors, doing business as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Nicholas Abt is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management and its affiliate since 2022. Outside of advisory work, he serves as treasurer for a fraternal organization, Ozaukee Lodge #17, and works as a system analyst II at Fidelity Information Services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes technical and quantitative analysis using proprietary research, managing model portfolios to specific objectives across ETFs and mutual funds with downside risk controls.

Jude Kave is a Series 66-licensed financial advisor at Belpointe Asset Management LLC with 13 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 company. 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, model strategies, and third-party manager relationships.

Brett Nowatske is a CFP® and Series 66-registered advisor with Apollon Wealth Management, LLC, bringing three years of industry experience. He previously worked at Senglaub Financial Group and Independent Financial Group, LLC. Outside of his advisory role, Brett volunteers at Trinity Lutheran Church, where he assists with monitoring cash flows and managing congregation donations. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering a combination of centrally managed strategies and locally managed portfolios supported by a diversified investment process and technology tools including generative AI.

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 and Independent Financial Group. He is also the owner of several business entities related to real estate and tax/investment purposes. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering a range of advisory and portfolio management services with a combination of centrally managed strategies and locally managed portfolios.

Randy Derbick is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Global View Capital Management since 2014 and also operates Derbick Enterprises, LLC, an investment-related business he has owned since 2000. 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 an established trading and operations infrastructure.

Megan Behnke is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with several affiliated firms within the Global View Capital network and has served as Treasurer for her local Riverside Elementary School Parent Teacher 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 and model-based portfolio management.

James Hamer is a financial advisor at Global View Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including McDermott Investment Services, Experior Financial Group, and Purshe Kaplan Sterling Investments. Hamer also has a long-standing involvement with Global View Capital Insurance Services, where he sells life, long-term care, and disability insurance. 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, utilizing proprietary research through AdvisorGuide, LLC, which it wholly owns.

Casey O'Leary is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Trinity Wealth Management LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory role, he serves on the board of Youth Five O's, a youth baseball organization where he oversees budgeting, fundraising, and general club direction. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct investment solutions and third-party managers through a multi-advisor platform.