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.

Zachary Fitzpatrick is a financial advisor with The AmeriFlex Group in Waterford, WI, holding Series 66, Series 65, and Series 63 licenses and having one year of industry experience. His prior experience includes roles at Cambridge Investment Research, Fitzpatrick CPA & Financial Services, LLC, and tax services as the owner of his own firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations, wrap programs, and 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.

Jake Steffens is a financial advisor at ON Investment Management Company with seven years of industry experience. He holds a Series 66 credential and has been affiliated with The O.N. Equity Sales Company, Ohio National Financial Services, and Steffens Insurance Group, Inc. since 2017. He is also involved as a junior agent with V3 Financial Wealth Strategies and serves as a licensed subscriber for a technology platform that supports wills and trusts. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

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.

James Harkness is a CFA® charterholder with 27 years of industry experience. He has been with Provident Trust Company since 1999. 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 strategy, focusing on concentrated portfolios complemented by balanced and fixed-income exposures.

Zachary Sippl is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current roles, he worked at Great Lakes Coca-Cola and is a part-owner and active participant in Sports Hub Bar & Grill. 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. The firm delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of client-directed investment programs.

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.

Travis Minegar is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Since 2013, he has been with Mutual of Omaha Investor Services and Mutual of Omaha. Outside of his advisory role, he is a partial owner of 32Thirty Financial LLC and 32Thirty Health Solutions LLC, which focus on financial marketing and health insurance products, respectively. Mutual of Omaha Investor Services provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses platform relationships with Envestnet and Pershing to deliver managed solutions and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

John Vanbeusekom is a financial advisor at Mutual of Omaha Investor Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1985. Outside of his advisory role, he serves as vice president of the Gridiron Club of Germantown, a nonprofit organization that raises funds for community football programs. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates managed solutions primarily through Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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, SagePoint Financial, SII Investments, Inc., OSAIC Services, Inc., and Edward Jones. Outside of his advisory role, he serves as President of the Fort Atkinson Wisconservation Club, a nonprofit conservation organization. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning and portfolio management through a combination of centrally managed strategies and locally managed portfolios.

Jacob Sorensen is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and with one year of industry experience. Prior to joining the firm, he worked in various roles including at Darrell's Point S and Master Muffler. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a technical and quantitative investment approach focused on ETFs and mutual funds. The firm leverages proprietary research and operational infrastructure to manage both discretionary and held-away retirement assets.

Marcella Nemke is a financial advisor with Global View Capital Management LLC who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has worked with Global View Capital entities since 2010 and previously operated Marcie's Financial & Tax Services for 30 years. Outside of advising, she serves on the finance council at St. Florian Catholic Church. 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 using proprietary research and manages models primarily through ETFs and mutual funds with structured downside risk controls.

Benjamin Deremer is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Harbour Investments since 2019. In addition to his advisory role, he operates the Deremer Agency, which he has managed since 2016. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and access to multiple investment strategies through both in-house and third-party managers.

Darren Mueller is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Global View Capital Management since 2014 and previously at Purshe Kaplan Sterling Investments and Investment Advisors International, Inc. In addition to his advisory role, Mueller is also affiliated with Global View Capital Insurance Services, where he sells 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 employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research through its affiliate AdvisorGuide, LLC, and supports discretionary management across multiple platforms and account types.

David Muchow is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC. His career includes roles at Aspiriant since 2012 and prior experience with Deloitte Investment Advisors LLC. 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 emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.

Mary Ellen Krueger is a financial advisor at Aspiriant, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment programs and distinctive features including enhanced family office capabilities and sponsorship of public mutual funds investing in private assets.