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.

Mark Shininger is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Donohue & Associates and the University of Wisconsin system. Outside of finance, Shininger works as a project engineer at Kohler Company and operates a YouTube channel where he creates, scripts, films, and edits videos related to building projects. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative, algorithm-driven approach focused on momentum and trend-following signals, offering multiple investment options including SMAs, mutual funds, ETFs, and a low-cost ETF-only program.

Caleb Hutchins is a financial advisor at RiverFront Investment Group, LLC with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining RiverFront in 2026, he spent 12 years with Robert Baird & Co. in addition to his ongoing affiliation with UW-Milwaukee since 2006. RiverFront Investment Group offers discretionary portfolio management and model-based investment solutions primarily for individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies including ETFs. The firm employs a multi-advisor platform and integrates strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

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 and SAGEPOINT FINANCIAL. Outside of his advisory role, he serves as president of the Fort Atkinson Wisconservation Club, a non-profit conservation organization. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, families, businesses, trusts, charitable organizations, and institutional clients. The firm offers comprehensive financial planning and portfolio management, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and alternative investments.

Marcella Nemke is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Global View Capital Management since 2014 and has extensive experience in insurance services and financial marketing. Nemke serves as a finance council member for St. Florian Catholic Church, where she reviews financial activities and assists in preparing financial reports. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical investment approach supported by its proprietary research platform and offers various managed account options, including personalized models and low-cost ETF portfolios.

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Marvin Peplow is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 66 and Series 65 licenses and has previously managed his own CPA firm, Peplow & Peplow LLC, since 2022. In addition to his advisory work, he oversees an accounting and tax practice. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios grounded in Modern Portfolio Theory, primarily employing institutional mutual funds and ETFs, and offers a range of portfolio management and financial planning services.

Benjamin Deremer is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and six years of industry experience. He has been with Harbour Investments since 2019 and also operates Deremer Agency since 2016. 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, financial planning, and advisory services, utilizing various investment approaches tailored by individual advisors and third-party managers.

Andrew Hughes is a financial advisor at Lifemark Securities Corp. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Thrivent Financial for Lutherans and Farmers Financial Solutions. Outside of his advisory role, Hughes volunteers as a basketball coach and officiates high school basketball games, and he serves on the finance council at St. Joan of Arc Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and manages accounts on both a discretionary and non-discretionary basis using a range of managed account options and platform tools.

Darren Mueller is a financial advisor at Global View Capital Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. He also works as an insurance agent with Global View Capital Insurance Services, selling life, long-term care, disability insurance, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach using technical and quantitative methods, supported by its proprietary research platform, and offers a range of managed account options including personalized and ETF-only strategies.

David Muchow is a financial advisor with Aspiriant, LLC, holding the CFP® designation and Series 65 and 63 licenses. He has 16 years of industry experience, including a continuous tenure at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office services, and specialty consulting, employing customized investment programs supported by a variety of implementation options and proprietary research.

Jill Spielmann Carter is a wealth advisor at Johnson Wealth Inc. in Waukesha, WI, with one year of industry experience. She holds Series 63 and Series 65 licenses and has been employed with Johnson Wealth Inc. since 2016 and Johnson Bank since 2015. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of strategies implemented through model portfolios, mutual funds, ETFs, individual securities, and curated private investments.

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.

Karen Danczyk is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Global View Capital since 2013 and also operates Danczyk Design & Builders, LLC, a general contracting business focused on residential and commercial construction. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach utilizing algorithmic research to manage portfolios across various strategies, including separately managed accounts and ETF-only options.

Jonathan Riesch is a financial advisor with Global View Capital Management LLC, holding a Series 66 credential and four years of industry experience. His career includes roles at Fidelity Investments, Equitable Advisors, and State Bank of the Lakes. Riesch also serves as co-trustee of a family farm. Global View Capital Management provides discretionary investment management and financial planning for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a suitability questionnaire and algorithmic research, emphasizing technical and quantitative investment methods, including momentum and trend-following strategies.

Debra Selle is a financial advisor at Global View Capital Management LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been affiliated with Global View Capital entities since 2010, including roles with Purshe Kaplan Sterling Investments since 2015. Selle also serves as Chief Operations Officer at Global View Capital Advisors and is involved in marketing and sales of fixed insurance products. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research and offers a variety of managed account programs, including SMAs and ETF-only options.

Tracy Reierson is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. She has worked at several firms including Principal Life Insurance Company and True North Advisors of WI. Reierson also serves as president of a separate business entity, Reierson Financial, LLC, which manages business sales for tax purposes. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach based on technical signals and offers multiple program options, including a personalized managed account platform and ETF-only strategies.

Edward Noll is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and four years of industry experience. His work history includes roles at Navigation Wealth Management, UW-Whitewater, The Bikesmiths, and Arrowhead High School. Outside of advising, he is involved in residential rental property management in Oconomowoc, WI. 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, utilizing customized portfolio strategies and a range of affiliated services.

Colleen Wolbert is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and has been associated with Harbour Investments since 2024. Outside of finance, she owns Colleen Wolbert Photography LLC, providing photography services and print products. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management options and model-based solutions.

Thomas Barton is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Packerland since 2010 and concurrently at Blue Cross Blue Shield and Anthem Blue Cross and Blue Shield since 2007. In addition to his advisory role, Barton is licensed as an insurance agent involved in life, health, long-term care, disability insurance, and fixed indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services as a dually registered SEC investment adviser and FINRA broker-dealer managing over $900 million in client assets.