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., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at ClearStep Financial, Harbour Investments, Inc., and The Strategic Financial Alliance, Inc. Since 2018, he has also been involved in Medicare insurance sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages approximately $1.358 billion in assets. The firm offers a range of investment and retirement planning services, utilizing both direct management and third-party managers through the Hilltop-cleared Envestnet platform.

Joseph Biwer is a financial advisor at Belpointe Asset Management LLC and holds a Series 65 credential. He has prior experience at Navigation Wealth Management and Corporate Valuation Advisors, as well as roles in education at the University of Wisconsin-Whitewater and Arrowhead High School. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and supports various affiliated businesses and product sponsorships alongside its advisory practice.

Jesse Grutz is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Foundations Investment Advisors, and AlphaStar Capital Management, LLC. He has also operated Grutz Financial and has a longstanding affiliation with The Retirement Co. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that integrates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

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.

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.

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.

John Bodden is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Annex Wealth Management, H. Beck, Inc., and Bodden Wealth Management. In addition to his advisory role, he is an independent insurance agent, which may include equity indexed annuities. 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 mix of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Luke Will is a CFP® with 11 years of experience in the financial services industry, currently serving with Belpointe Asset Management LLC. His prior positions include roles at D.H. Hill Securities, Park Avenue Securities, and Guardian Life Insurance. Outside of advisory work, he is a co-owner of Maximus Capital, a real estate investing business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to a broad client base, including high-net-worth individuals, corporations, and trusts, utilizing customized portfolio strategies and various advisory relationships.

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.

Jennifer Moston is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes positions at Thrivent Financial and Transamerica Investors Securities Corporation. She is based in Delafield, Wisconsin. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

William Dyhr is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Sigma Financial Corporation since 2010. Outside of his advisory role, Dyhr serves as co-trustee of the Dyhr Family Trust and is president of BB Investment Management, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through programs such as the SIGMA Managed Account.

William Ernest is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at R & R Wealth Management LLC, Avantax Insurance Agency, and Wells Fargo. He also conducts fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, compliance, and investment management, offering a range of program structures and discretionary model portfolios.

Erik Swenson is a financial advisor at Independent Financial Partners with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Retirement Plan Solutions. Outside of advisory work, he owns and operates a life coaching and spiritual healing business and serves on the board of a nonprofit organization called Dreams Faith Foundation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and a formal retirement-plan and pension consulting capability.

Brion Collins is a CFP® with 28 years of industry experience, currently with Wealthspire Advisors. He has held roles within Wealthspire since 2015, including positions at Wealthspire Capital, LLC. His credentials also include Series 63 and Series 65 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services that include wealth management, financial planning, and retirement-plan consulting.

Heidi Mclemore is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds the Series 66 designation and previously worked for ROBERT W. BAIRD & Co. for 10 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Juliette Williams is a financial advisor at Wealthspire Advisors with 30 years of industry experience and holds Series 63 and Series 66 designations. She previously worked at Wealthspire Capital, LLC, and currently serves as a client support coordinator at Bronfman E.L. Rothschild, LP. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Joshua Swenson is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a youth soccer referee for the Wisconsin Youth Soccer Association. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jay Frank is a CFP® and ChFC® with 36 years of industry experience. He is currently a financial advisor at Wealthspire Advisors, where he has worked since 2015, and previously held roles at Wealthspire Capital, Lake Country Wealth Management, Next Financial Group, and Principal Financial Services. Frank serves on the boards of several nonprofit organizations, including Rauch, Inc., the Society of Financial Services Professionals, Congregation Beth Jehudah, and the Jewish Community Foundation of Milwaukee. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, nonprofits, and foundations, utilizing an institutional-style asset allocation framework with ongoing client monitoring and centralized investment oversight.

Steven Jones is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MSI Financial Services, Inc. and MetLife Investment Fund Services LLC. In addition to his advisory role, he is also licensed as an insurance agent offering various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs model-based portfolio construction with both active and passive strategies, offering financial planning, discretionary and non-discretionary management, and retirement plan services.