Larry Dogs is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Gradient Securities and Guidance Insurance & Brokerage Services, LLC since 2014. Outside of his advisory work, he serves as an elder at Trinity Lutheran Church and is a board member of the Dodge County Board of Adjustment. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and the use of third-party managers.

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.

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.

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.

Jarret Mcfarland is a financial advisor at Belpointe Asset Management LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as treasurer for Home of Hope, a nonprofit transitional facility for sex trafficking victims, and is co-owner of EJ Logistics LLC, a trucking business. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios through a network of advisors and supports both passive and active strategies, while also sponsoring proprietary funds and providing services to other advisers.

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.

Matthew Fechter is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2021. Prior to joining Belpointe, he was employed at US Bank and Abox Inc dba PIRTEK Menomonee Falls. Fechter is also involved in fixed insurance sales and operates under the DBA Redwood Financial Strategies, providing investment advisory services alongside insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that may include passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Michael Massey is a financial advisor with Packerland Brokerage Services, Inc. in Hartland, Wisconsin. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including prior roles at ClearStep Financial and Harbour Investments, Inc. Since 2018, Massey has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers on the Hilltop-cleared Envestnet platform, providing customized investment solutions across various account structures.

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.

Stanley Sakalowski is a financial advisor with Belpointe Asset Management LLC in Hartland, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Metropolitan Life Insurance Co., Mass Mutual Investors Services, and OSAIC. Outside of his advisory work, he coaches and mentors swimmers with the British Swim School Milwaukee Barracuda Swim Team. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a mix of passive, active, tactical, and blended strategies, managing accounts on a discretionary basis and combining internal portfolio construction with third-party manager relationships.

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.

Timothy Reis is a financial advisor with Merit Financial Advisors in West Bend, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Woodbury Financial Services for 22 years and has been with Merit Financial Group and PKS Investments since 2023. Outside of his advisory role, he is involved in fixed insurance sales. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, combining mutual funds, ETFs, individual securities, liquid alternatives, and third-party managers.

Alexander Barta is a Series 66-licensed financial advisor with five years of industry experience. He is affiliated with United Planners Financial Services of America as a Limited Partner and has prior experience at Sitzberger & Co, SC. Outside of advisory work, he serves as a member of the Board of Trustees for the Montessori School of Waukesha, Inc. United Planners Financial Services is a national wealth-management firm that serves a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes a mix of custodians and third-party managers, with a notable portion of its assets managed on a non-discretionary basis.