William Henderson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Global View Capital since 2014 and also serves as a consultant with Financial Aid Services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative and technical investment approach supported by its proprietary algorithmic research platform and offers a range of managed account solutions including a low-cost ETF-only option.

Anthony Smyrneos is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Commonwealth since 2004 and concurrently serves with Farmers Exchange Bank since 2011. Smyrneos is also involved in fixed insurance sales in Wautoma, Wisconsin. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a variety of managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary portfolio management options.

David Stevens is a financial advisor with Thrivent Investment Management in Wautoma, WI. He holds a Series 66 designation and has three years of experience at Thrivent, preceded by five years at Generac Power Systems. Prior to his current role, he worked with Brian Getchius - Thrivent from 2019 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics without including implementation of recommendations. The firm combines these planning services with managed accounts under a consolidated billing option called “WealthPlan” while maintaining separation between planning and portfolio management.

Tyler Schroeder is a financial advisor with Robert Baird & Co. in Wautoma, WI, holding a Series 66 designation and eight years of industry experience. He has been with Robert Baird & Co. since 2017 and previously worked at MattressFirm from 2011 to 2017. Outside of his advisory role, Schroeder is an owner and landlord of several real estate entities. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Brian Getchius is a financial advisor with Thrivent Investment Management in Wautoma, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, Getchius serves on the boards of the Reign Volleyball Club, a local youth volleyball nonprofit, and the Little Sprouts Discovery Center, a nonprofit daycare serving Waushara County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account options under a consolidated billing system, while maintaining a separation between planning and asset management services.

Travis Truesdale is a financial advisor at Edward Jones in Wautoma, WI, holding a Series 66 designation with four years of industry experience. His prior work experience includes roles in construction at Brothers Concrete Construction LLC and Faulks Bros. Construction, as well as at Nordic Mountain. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages over $1 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.