Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

Nicholas Mowry is a financial advisor with FIAT LUX Capital Management, holding a Series 66 designation and six years of industry experience. Prior to founding FIAT LUX in 2025, he worked at Lauer Financial Services and MWA Financial Services Inc. Outside of finance, he teaches private music lessons through his Nicholas Mowry Music business. FIAT LUX Capital Management is an independent advisory firm serving individuals, trusts, charitable organizations, small businesses, partnerships, and corporations. The firm manages approximately $51.6 million in client assets with a focus on customized investment management, cash-flow analysis, and planning.

Sarah Kopesky is a financial advisor at Coast Advisory LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she is the owner of K2 Financial LLC, a business involved in tax preparation and insurance. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a range of investment strategies and tools, offers discretionary portfolio management, and may appoint sub-advisors to manage client accounts.

Austin Nelson is a CFP® professional with 10 years of experience in financial advising. He has worked at Toptier Wealth Management since 2018 and previously spent two years with Cambridge Investment Research Advisors, Inc. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets primarily through mutual funds and ETFs, utilizing fundamental analysis and Modern Portfolio Theory, and offers specialized employer-related and business planning services.

Michael Brusko is a financial advisor at Toptier Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Heartland Advisors and ALPS Distributors, Inc. Brusko has been with Toptier Wealth Management since 2018. Toptier Wealth Management serves individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management. The firm manages approximately $176 million in discretionary assets using mutual funds, ETFs, and model portfolios, with a focus on employer-related and business planning services.

Shaun Williams is a financial advisor with Avaii Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Avaii in 2026, he worked for Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC for 20 years. He is also president of Williams Financial, LLC, a business focused on insurance and business planning, and is involved in farming activities. Avaii Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning and portfolio management using a mix of active and passive investments and third-party managers when appropriate.

James Pfeil is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Thrivent Financial and Calton & Associates. In addition to his advisory role, he is involved in insurance through Sierra Financial Services, focusing on fixed annuities and various insurance products. Harbour Investments serves a diverse client base ranging from individual investors to institutional entities, offering portfolio management, financial planning, and multiple investment execution options tailored to individual advisors’ strategies.

Daniel Krueger is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour since 2016. In addition to his advisory role, he has been involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, since the early 1990s. He also prepares individual tax returns. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, with investment approaches that vary by advisor and third-party manager, and provides multiple execution options to clients.

Peter Engstrom is a CFP® professional with 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2008. Based in Mukwonago, WI, Engstrom holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. offers 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 managers and its affiliate Kellogg Asset Management to implement investment strategies, delivering advisory services through the Envestnet/NFS platform.

Zachary Fitzpatrick is a financial advisor with The AmeriFlex Group in Waterford, WI, holding Series 66, Series 65, and Series 63 licenses and having one year of industry experience. His prior experience includes roles at Cambridge Investment Research, Fitzpatrick CPA & Financial Services, LLC, and tax services as the owner of his own firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations, wrap programs, and manager relationships.

Jake Steffens is a financial advisor at ON Investment Management Company with seven years of industry experience. He holds a Series 66 credential and has been affiliated with The O.N. Equity Sales Company, Ohio National Financial Services, and Steffens Insurance Group, Inc. since 2017. He is also involved as a junior agent with V3 Financial Wealth Strategies and serves as a licensed subscriber for a technology platform that supports wills and trusts. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Michael Neumann is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. In addition to his advisory role, Neumann is the CEO of Horizon Insurance Brokerage Group, where he has served since 2014. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Brian Whitaker is a financial advisor with Gibbs Wealth Management, LLC in Burlington, WI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Visionary Wealth Management, Great Lakes Wealth Management, Questar Asset Management, and PRUCO Securities. Outside of his advisory work, Whitaker is involved in insurance sales through his ownership of 1st Opulence Financial LLC and Whitaker Insurance, and he also has farming income. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs, utilizing third-party platforms and strategists to implement model portfolios tailored to clients’ financial situations, goals, and risk tolerance.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. since 2011 in addition to his current role at Empower Advisory Group. 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’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, with services closely integrated with Empower’s recordkeeping and administrative platforms.

Zachary Olson is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors, LLC, and he also has experience from his time at the University of Wisconsin - Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Sheila Gindhart is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Edward Jones and World Financial Group, Inc., and she has been with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, focusing on asset allocation and retirement guidance. The firm employs Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and significant non-discretionary assets.

Erika Osborn is a Series 66-licensed advisor with Ameritas Advisory Services, LLC, based in Eagle, Wisconsin, with three years of industry experience. She has worked with Ameritas entities since 2022 and has been associated with Williams Financial LLC since 2016. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory services, utilizing various model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Jon Frederickson is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at PRUCO Securities and Park Avenue Securities. Guardian Life’s Park Avenue® Wealth Management, where Frederickson practices, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm blends advisor-led discretionary management and model-based strategies, offering tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Laura White is a financial advisor with Thrivent Investment Management in Burlington, WI. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Shred415 and Burn Boot Camp Greensboro, as well as a decade with Guilford County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a broad range of written recommendations covering retirement, tax, estate, and other planning areas. The firm emphasizes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Patricia Loris is a financial advisor with LPL Financial based in Waterford, WI, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Securities America Advisors and Securian Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research and technology tools.