Stuart Friberg is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Harbour, he worked at Northwestern Mutual in various roles and is also involved as a children's ministry assistant at Open Door Bible Church. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and various advisory services tailored to individual adviser strategies.

Matthew Morzy is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Merit Financial Advisors and previously worked at Annex Wealth Management, H. Beck, Inc., Scottrade, and PNC Wealth Management. Merit Financial Group is a multi-team advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach with centrally managed portfolios and offers a range of services including asset management, financial planning, retirement plan consulting, and employee financial-wellness programs.

James Fischer is a financial advisor at Regal Investment Advisors LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Fischer has been with Regal Investment Advisors since 2014 and is also associated with Regulus Financial Group, LLC. Outside of his advisory work, he owns and develops oil and natural gas interests through JT Energy Partners Inc and is a passive owner of a sales and marketing startup that manufactures outdoor industry products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and corporate entities. The firm offers proprietary and third-party model portfolios that incorporate a range of asset classes and strategies, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

Patrick Grady is a Series 66 registered advisor with Harbour Investments, Inc. He has less than one year of industry experience. Prior to joining Harbour, he held roles at Equitable Advisors and E2 Retirement Consulting, and also worked with the Wilmette Park District. Grady attended the University of Illinois Urbana-Champaign and the University of Utah. Harbour Investments serves a diverse client base including individuals at various wealth levels, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser strategies.

Ryan Van Blarcom is a CFP® with four years of industry experience, currently affiliated with Aprio Wealth Management, LLC. He previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, utilizing a variety of investment vehicles including stocks, bonds, mutual funds, ETFs, and derivatives.

David Pagel is a CFP® professional with 10 years of industry experience, currently serving at Harbour Investments, Inc. and Pagel Wealth Management since 2021. His prior experience includes roles at Pagel Financial Group and R.M. Stark & Co, Inc. He also operates a professional photography business specializing in landscape photos. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a range of strategies including fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs, fixed income, annuities, and other instruments.

Aaron Armstrong is a financial advisor at Saxony Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at LaSalle St Investment Advisors, LaSalle St Securities, and ZMI. In addition to his advisory work, Armstrong is an associate professor of engineering at the Milwaukee School of Engineering and operates an engineering consulting business, Armstrong Engineering, LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and utilizes a range of investment strategies, including fundamental, technical, and quantitative analysis.

Brandon Lehman is a CFP® and Series 66-registered advisor with 17 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Annex Wealth Management, Mariner Wealth Advisors, Russell Financial Services, Russell Investment Management Company, and Thrivent Investment Management. Outside of his advisory role, he serves as a Company Commander in the Wisconsin Army National Guard and is Vice President of Cerakoting and Hunting Industry Sales at JB Manufacturing. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centralized sleeves and model portfolios, combining internal management with third-party sub-advisers and offering tailored account arrangements.

Aaron Schmanski is a financial advisor with Hilltop Securities Inc. in Grafton, WI, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at LPL Financial, First Business Bank, Piper Jaffray & Co., and BOK Financial Securities. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering a range of managed account programs, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, delivering services on an open-architecture platform with both discretionary and non-discretionary management options.

Nimrod Gauss Samet is a financial advisor with Associated Investment Services, Inc. in Port Washington, WI, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Associated Investment Services since 2007. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions, offering a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management. The firm operates as part of a broader financial services group affiliated with Associated Banc-Corp and delivers advisory services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Corey Mader is a CFA® charterholder with seven years of industry experience. He has worked at Aspiriant, LLC since 2014. 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 offers customized investment programs using a variety of implementation options and supplements its services with accounting, banking support, tax and estate planning, and access to private investments.

Daniel Smith is a financial advisor with Belpointe Asset Management LLC in Germantown, WI. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Twenty-Twenty Wealth & Advisory Partners, WFA Asset Management, and Waddell & Reed, Inc. Outside of advisory work, he serves as treasurer for The Collaborative Family Law Council of Wisconsin, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning with customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Michael Miller is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses, and has 46 years of industry experience. Prior to joining Advisory Services Network in 2018, he worked at Blackhawk - Capital from 2014 to 2018. Outside of advising, he holds a CPA credential and is involved in tax preparation and bookkeeping services, dedicating about 10% of his time to these activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and investment strategies tailored to clients’ objectives and risk tolerances.

John Petrie is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm uses customized investment programs with a range of implementation options and offers expanded family office capabilities including accounting and banking support.

Trevor Kurth is a CFP® with nine years of industry experience, currently serving at Regal Investment Advisors LLC since 2017. He also operates under the name Fischer Wealth Management and provides life, disability, and long-term care insurance options to clients. Regal Investment Advisors, doing business as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Daniel Shvartsman is a Series 66 licensed financial advisor with 20 years of experience, currently practicing at Associated Investment Services, Inc. since 2006. He is based in Port Washington, Wisconsin. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio and separately managed account programs through providers like BlackRock, Envestnet, and Vanguard, and operates as a broker-dealer and insurance agency affiliated with Associated Banc-Corp and related entities.

Michael Fishman Salnick is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Guthmann Tax Services LLC and EY. Outside of advisory work, he is a partner in a tax and accounting firm in Chicago and has involvement in other non-investment business activities. Harbour Investments serves a diverse client base including individual, trust, pension, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Joseph Czukas is a financial advisor with Harbour Investments, Inc., holding a Series 66 designation and 23 years of industry experience. He has worked concurrently at Harbour Investments, Czukas, McCall & Assoc., Inc., and Capital Solutions since 2003. Outside of advising, Czukas is involved in community and educational activities, including serving as a volunteer festival coordinator for St. John Vianney Parish, instructing retirement planning courses at the Prepare Institute, and acting as an assistant varsity football coach at Marquette University High School. He also serves on the board of the Conservancy of Healing and Heritage and is a co-owner of a publishing company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including 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 investment strategies, offering both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Carl Sellen is a CFP® and Series 66-licensed advisor at Associated Investment Services, Inc. in Brookfield, WI, with 22 years of industry experience. He has been with Associated Investment Services since 2006. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs from third-party managers and its affiliate Kellogg Asset Management, serving clients primarily through the Envestnet/NFS platform with a focus on predominantly non-discretionary management.

Brian Gaertner is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Robert Baird & Co. and ALPS Distributors, Inc., and he currently serves as President of the Whitefish Bay Gridiron Club Inc., a nonprofit focused on fundraising for local football teams. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a valuation framework combined with tactical asset allocation and security selection across global markets, delivering portfolios through multiple platforms including SMAs, UMAs, and model delivery systems.