Michael Miller is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses, and has 46 years of industry experience. Prior to joining Advisory Services Network in 2018, he worked at Blackhawk - Capital from 2014 to 2018. Outside of advising, he holds a CPA credential and is involved in tax preparation and bookkeeping services, dedicating about 10% of his time to these activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and investment strategies tailored to clients’ objectives and risk tolerances.

Daniel Shvartsman is a Series 66 licensed financial advisor with 20 years of experience, currently practicing at Associated Investment Services, Inc. since 2006. He is based in Port Washington, Wisconsin. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio and separately managed account programs through providers like BlackRock, Envestnet, and Vanguard, and operates as a broker-dealer and insurance agency affiliated with Associated Banc-Corp and related entities.

Brian Gaertner is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes multiple tenures at RiverFront Investment Group as well as a 15-year period at Alps Distributors, Inc. Gaertner serves as president of the Whitefish Bay Gridiron Club, a nonprofit focused on fundraising for local football teams. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform to deliver customized strategies that combine strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Brett Weir is an advisor with First Heartland Consultants, Inc. in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with Cedar Lake Sales since 1994. Outside of his financial career, he serves as a Washington County Delegate for the Wisconsin Conservation Congress and volunteers on an advisory committee for the Wisconsin Department of Natural Resources. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Michael Distefano is a financial advisor at Creativeone Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes positions at Change Path LLC, Riverwater Partners LLC, and a brief period of unemployment in 2017-2018. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

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.

Marc Willden is a financial advisor at Mutual Advisors, LLC in Milwaukee, WI, with six years of industry experience. He holds a Series 65 designation and has previously worked at Wealth Partners Financial Services, LLC and Matrix Packaging Machinery, LLC. Outside of his advisory role, he serves on the board of The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies supported by third-party tools and managers.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.

Earl Gauger is a CFP® professional with 28 years of industry experience, currently serving at Harbour Investments, Inc. He has worked at Harbour Investments and E Retirement Consulting since 2010. Outside of his advisory role, he is president of the Wisconsin Financial Literacy Foundation and serves on the advisory board for the University of Wisconsin Whitewater. 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 develop customized investment strategies and offers model-based solutions through a subscription platform.

David Schoenfeldt is a financial advisor with First Heartland Consultants, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, he is involved in the sales and distribution of fixed insurance products and operates DS Financial LLC, a business entity for tax purposes. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners and holds the Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. Benedum also provides investment advisory services through Silverleaf Advisor Group, an independent advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan services and institutional manager relationships.

Micah Hoehner is an advisor at Harbour Investments, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles at E2 Retirement Consulting and involvement with Concordia University Wisconsin Student Government. Outside of finance, he has experience in the hospitality industry with Water Street Brewery and Bavarian Bierhaus. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

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.

Jared Thompson is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has previously worked at Valmark Advisers, Inc., Wealth Partners, and Valmark Securities, Inc. Thompson is also involved with Wealth Partners Financial, LLC, an entity managing compensation and vendor payments related to his advisory work. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a mix of active and passive strategies supported by third-party tools and combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets.

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.

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.

Sameer Chowdhury is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at E2 Retirement Consulting LLC and positions at UW Whitewater. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary approaches with investment strategies tailored by individual advisers and third-party managers.