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 with six years of industry experience. He holds a Series 65 designation and has worked at Mutual Advisors since 2020. Prior to his advisory career, he spent 28 years at Matrix Packaging Machinery, LLC. Willden also serves on the board of directors for The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies, emphasizing diversification and alignment with client objectives, and is notable for its scale and breadth of institutional work.

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 an advisor at Belpointe Asset Management LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Robert Baird & Co. and Mass Mutual Investors Services. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing advisor-specific styles, model portfolios, and sub-advisory relationships.

Jared Thompson is a financial advisor at Mutual Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at ValMark Advisers, Wealth Partners, ValMark Securities, and SPC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion through 154 advisors. The firm offers a range of advisory services using both active and passive strategies, with an emphasis on diversification and customized portfolio management.

David Pagel is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with Harbour Investments, Inc. and Pagel Wealth Management, having previously worked at R.M. Stark & Co., Inc. and operated Pagel Financial Group since 1991. Outside of advisory roles, he serves as a commissioner for the Cedarburg Light and Water Utility Co. and is involved in various fiduciary and trustee responsibilities, including managing family trusts and an endowment trust. Harbour Investments serves a diverse client base including individual investors, trusts, and institutional entities, offering portfolio management, financial planning, and multiple execution platforms tailored to different investment approaches.

Kathleen Oberneder is a CFP® professional at Forefront with 22 years of industry experience. She has previously worked at J. W. Cole Advisors, LPL Financial, and Principal Financial Services. Outside of her advisory role, she serves as treasurer for Independent Housing Initiative, Inc., a nonprofit focused on creating supported housing for adults with special needs. Forefront Wealth Partners is a team-based SEC-registered adviser serving individuals, business owners, and corporate clients. The firm offers customized portfolio management, comprehensive financial planning, and estate-planning coordination, utilizing third-party managers and multi-advisor resources across several offices.

Richard Fischer is a Series 65-licensed financial advisor with Sequent Planning, LLC, based in Jackson, WI. He has two years of industry experience and previously worked at Ellsworth Adhesives for nine years. Outside of his advisory role, Fischer owns and manages two real estate-related businesses focused on rent collection. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and diversified investment approaches, providing clients access to both firm-developed and third-party managed strategies.

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 a Series 66 credential and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Woodbury Financial Services, JPMorgan Chase Bank, and Merrill Lynch. Campbell serves as a board member for Senior Citizens Activities, Inc., where he participates in reviewing organizational finances. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed model portfolios overseen by an internal investment committee and offers both discretionary and non-discretionary account options.

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.

Timothy Reis is a financial advisor at Merit Financial Advisors in West Bend, WI, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PKS Investments, LPL Financial, and Woodbury Financial Services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy with both discretionary and non-discretionary account options, supported by an internal investment team and external sub-advisers.

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.

Jason Koch is a financial advisor with Independent Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Sii, and Axa Advisors, LLC. He has worked at Independent Financial Group since 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers various financial planning and portfolio management solutions through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.