Ronald Larson Jr. is the sole advisor at Larson Wealth Management, LLC in West Bend, WI, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before founding his current firm in 2013. Larson also served as a high school basketball coach from 2013 to 2014. Larson Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build asset allocations and incorporates derivatives-based ETFs as short-term hedges within managed accounts.

Matthew Dunham is a financial advisor at Dream Lake Financial LLC in Saukville, WI, with four years of industry experience. He holds a Series 65 designation and previously worked at Affiliated Financial Advisors, Inc., BDO USA, LLP, and the Milwaukee Fire Department. Dunham is also the owner of Dream Lake Tax and Accounting, dedicating part of his time to this tax and accounting business. Dream Lake Financial LLC provides investment management, financial planning, and tax preparation services to individuals, charitable organizations, and corporations. The firm employs an investment approach based on modern portfolio theory, using fundamental analysis and a mix of passive vehicles, and offers both discretionary and non-discretionary strategies alongside comprehensive financial planning and in-house tax services.

David Lake is a financial advisor with Capital Wealth Advisors, Ltd. in West Bend, WI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Capital Wealth Advisors since 2010 and has been involved with RIA Services LLC since 2015. Outside of his advisory roles, he is a member and executive vice president of Black Earth LLC, a real estate investment company. Capital Wealth Advisors, Ltd. provides financial planning, investment management, and consulting services to individuals, trusts, retirement plans, and business entities, as well as sub-advisory services to other financial firms. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and offers ongoing portfolio monitoring and reviews.

David Rosenow is a financial advisor at CWP Private Wealth Management with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HBW RIA Services LLC and Ausdal Financial Partners, Inc. Outside of advisory work, he is an independent insurance agent with experience dating back to 1986. CWP Private Wealth Management provides discretionary investment management, financial planning, and business consulting to professionals in the financial services industry, serving a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, technical, charting, and cyclical analysis across various asset types, and offers sub-adviser services to other advisers.

Cari Domask is a financial advisor at Luedtke & Associates LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a one-third passive owner of Beechwood Financial Services. Luedtke & Associates is an SEC-registered investment adviser managing approximately $248 million in assets for around 470 clients. The firm serves individuals, businesses, and plan sponsors, offering portfolio management, financial planning, and retirement-plan advisory services using both proprietary and third-party strategies.

Austin Luedtke is a financial advisor with Luedtke & Associates LLC, holding Series 63 and Series 65 licenses and over 12 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Securities Inc., as well as running his own sole proprietorship. Outside of advisory work, he owns A6, LLC, an entity created to hold trademarks, and is involved in sharecropping income through The Ace Unlimited. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan services. The firm manages approximately $248 million in assets for around 470 clients, offering a blend of in-house and third-party investment strategies alongside insurance and annuity solutions.

Robert Luedtke II is a financial advisor with Luedtke & Associates LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Life Insurance Company, with over three decades advising through his sole proprietorship. Outside of his advisory work, he has been involved in fixed insurance sales and has interests in farming and an inactive racing entity. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $248 million in assets for around 470 clients, utilizing a combination of discretionary management, third-party asset managers, and strategies such as direct indexing and structured notes.

Nathan Derks is a financial advisor with Landolt Securities, Inc. in West Bend, WI, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is active as a partner in Eulert Accounting LLC, providing business accounting, payroll, and tax services, and serves as treasurer and board member for the Erin Youth Baseball Club. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets. The firm emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

David Talbot is a CFP® and Series 66 holder with 20 years of industry experience. He has been with Concorde Asset Management, LLC since 2019 and has prior experience with firms including Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot helps host a weekly online radio show aimed at financial and insurance professionals and consults families on college financial planning through The Silbernagel Group, Inc. He is also involved in charitable activities with the Knights of Columbus. Concorde Asset Management serves a diverse client base including high-net-worth individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers, employing model-based and individualized portfolio strategies across multiple platforms.

Brett Weir is an advisor with First Heartland Consultants, Inc. in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with Cedar Lake Sales since 1994. Outside of his financial career, he serves as a Washington County Delegate for the Wisconsin Conservation Congress and volunteers on an advisory committee for the Wisconsin Department of Natural Resources. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

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.

Logan Wild is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management since 2019 and was previously with Woodbury Financial Services. Outside of advising, he helps run youth basketball tournaments through Blue Diamond Athletics in Mayville, WI. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and proprietary strategies to create individualized investment solutions and provides ERISA retirement-plan advisory services.

Richard Fischer is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Ellsworth Adhesives for nine years and Trans International for three years. Outside of his advisory role, he is involved in managing two real estate holding companies that are not investment related. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and combines firm-developed models with third-party managers, supported by platforms such as AdvisorEngine and Charles Schwab custody.

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.

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.

Kevin Hyde is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Investment Management and West Bend School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

John Augustine is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has operated Augustine Financial since 2006 alongside his role at Commonwealth. Outside of his advisory work, he is involved in fixed insurance sales and has ownership interests in private entities related to his securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, positioning itself as a platform and operations provider for affiliated advisors.

John Van Eerden is a financial advisor with Empower Advisory Group in West Bend, WI, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Great West Financial Empower, Legacy Research Group, and US Bancorp Fund Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Isaiah Zuleger is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked previously at Augustine Financial. Outside of finance, he is involved with Wapi Bricks, an entrepreneurial venture he has been part of for several years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of investment and advisory services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Sarah Schultz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. She has five years of experience at Augustine Financial and six years of prior experience at SSM Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.