Karen Danczyk is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. In addition to her advisory role, she is the sole member and bookkeeper of Danczyk Design & Builders, LLC, a construction business focusing on residential and commercial projects. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and execution infrastructure to manage portfolios and retirement plan assets.

Jonathan Riesch is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Investments and Equitable Advisors. Riesch is also co-trustee of a family farm. 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 a range of managed account solutions.

Debra Selle is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Global View Capital Advisors and Purshe Kaplan Sterling Investments in her career. Outside of advising, she serves as Chief Operations Officer for multiple affiliated entities within the Global View Capital group, managing registration, operations, and insurance sales. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and a range of managed account platforms.

Tracy Reierson is a financial advisor with Global View Capital Management LLC based in Waukesha, WI. She holds Series 63 and Series 65 licenses and has 22 years of industry experience, including roles at Principal Life Insurance Company and True North Advisors of Wisconsin. She is also president of Reierson Financial, LLC, a business entity used for managing business sales and tax purposes. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure to manage discretionary retirement plan assets.

Thomas Tuttle Jr. is a financial advisor at Provident Trust Company in Waukesha, WI, with 14 years of industry experience. He holds a Series 65 designation and has been with Provident Trust Company since 2010. 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, managing focused portfolios alongside balanced and fixed-income exposures, and offers discretionary portfolio management.

Daniel Deremer is a financial advisor with Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments since 1998 and concurrently operates his own independent insurance agency, which includes work with equity indexed annuities and tax preparation. Harbour Investments serves a broad client base including individual investors, charitable and corporate clients, and retirement plans, offering customized investment strategies that utilize mutual funds, ETFs, fixed income, annuities, and separately managed accounts. The firm combines fundamental and technical analysis and provides both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Stephan Weidman is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been affiliated with various entities within the Global View Capital network since 2010. Outside of advisory services, he has been involved with the Boy Scouts of America for 15 years. 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 centered on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Thomas Bodin is a financial advisor at Harbour Investments, Inc. in Waukesha, WI, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has operated Bodin Financial Services since 2009 and serves as vice president and board member of Bodin, Inc., a family-owned corporation that sells grain cutting boards. Additionally, he owns Clipper Brewing LLC, a microbrewery involved in the manufacturing and distribution of fermented malt beverages. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers a range of portfolio management and model-based solutions.

Christine Senglaub is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and SagePoint Financial. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios supported by an Investment Committee and advanced technology tools.

Michael Tilley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His background includes a five-year tenure at Purshe Kaplan Sterling Investments and longstanding involvement with affiliated entities of Global View Capital since 2010. Outside of advisory work, he has operated as a CPA specializing in tax preparation and tax planning since 1974. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach relies on technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.

Debbie Keaton is a financial advisor at Global View Capital Management LLC with 12 years of industry experience. She holds a Series 65 designation and has worked in various roles including positions at Froedtert & Medical College of Wisconsin since 2016. Outside of advisory work, she operated a cleaning service business from 2010 to 2018. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

Kirt Cochran is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Cochran has worked at Mutual of Omaha Investor Services since 2016. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm manages solutions primarily through a platform relationship with Envestnet and uses Pershing as its qualified custodian and introducing broker-dealer.

Lee Wolcott is a financial advisor with Provident Trust Company in Waukesha, WI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Provident Trust Company since 2001. Provident Trust Company provides discretionary portfolio management and trust services to a diverse client base, including individuals, trusts, estates, foundations, and investment companies. The firm follows a multi-cap core growth equity strategy focused on “Growth at Reasonable Prices,” managing concentrated equity portfolios and supplementing fixed income exposure with ETFs and individual bonds, while also serving as adviser to a mutual fund and model portfolio programs.

Philip Kastenholz is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Pewaukee, WI. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting. The firm uses customized investment programs based on internal Capital Market Expectations and offers access to various investment vehicles, including third-party managers, ETFs, private investments, and public mutual funds.

Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Mutual/United of Omaha since 2003. In addition to his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Michael Feeney is a financial advisor with Global View Capital Management LLC in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at R & R Group, LLC and Ele Wealth Advisors, Inc. Outside of finance, Feeney is involved as a substitute teacher within the Ogden City Schools district. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on momentum, relative strength, and trend-following, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Joel Paetznick is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Global View-affiliated firms since 2010 and also works as a customer service representative for Convergys Corporation. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its fully owned affiliate, AdvisorGuide, LLC.

Germaine Meverden is a financial advisor with Global View Capital Management LLC who holds Series 63 and Series 65 credentials and has 25 years of industry experience. Prior to joining Global View Capital Management in 2014, Meverden worked at Investment Advisors International, Inc. and Transamerica Financial Advisors. Outside of advisory work, Meverden is a Notary Public and serves as Executive Director at Experior Financial Group, Inc., which allows the offering of additional fixed insurance options to clients. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, utilizing proprietary research and execution infrastructure to manage model-based portfolios and held-away retirement accounts.

Timothy Schwister is a financial advisor with Global View Capital Management LLC holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at New York Life and several insurance companies. Outside of advisory services, he serves as a regional director-volunteer for the Wisconsin Alliance for Civic Trust, a cross-partisan nonprofit organization. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers a variety of managed account solutions.

Nathan Kublank is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2016, following previous roles at CliftonLarsonAllen Wealth Advisors, Clifton Gunderson Wealth Advisors, and Deloitte Investment Advisors. He serves as a volunteer board member on the Finance and Distribution Review Committees of WISPact, a Wisconsin pooled and community trusts organization. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm utilizes customized investment programs and offers expanded family office services including accounting, banking, and bill payment.