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.

James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.

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.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Lake Geneva, WI. He holds a Series 66 designation and has 18 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, Inc., Global Financial Private Capital, and Thrivent Investment Management. Outside of investment advisory, he is an independent insurance agent involved with Spyrnal Insurance, LLC and serves as the registered agent and manager of Snowbird Insurance Group, LLC. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients. The firm creates individualized investment plans and employs discretionary portfolios using model-based managed account and UMA platforms, incorporating various investment analysis methods and oversight of third-party managers and sub-advisers.

Candice Genrich is a financial advisor at Breakthru Advisory Services, LLC with a Series 65 credential and experience spanning roles in mortgage lending and banking since 2016. She joined Breakthru Strategies, Inc. in 2024 after working at Omni Home Lending, Guild Mortgage, and Citizens Bank. Breakthru Advisory Services provides asset management and financial planning to individuals, trusts, estates, and high-net-worth families, offering discretionary portfolio management, investment oversight, and financial consulting tailored to client goals and risk tolerance.

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.

Sarah Kopesky is a financial advisor at Breakthru Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Woodbury Financial Services and Coast Advisory LLC. Outside of her advisory role, she owns K2 Financial, LLC, which provides tax preparation and insurance services. Breakthru Advisory Services offers asset management and financial planning primarily to individuals, trusts, estates, and high-net-worth family clients. The firm provides discretionary portfolio management and tailored financial planning using fundamental and technical analysis, ETFs, mutual funds, and tax-aware reviews.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Geneva Partners since 2016. Outside of his advisory role, he operates a CPA firm, providing individual tax preparation services. Geneva Partners manages approximately $423.6 million for about 550 clients, offering discretionary investment supervisory services and portfolio management to individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to implement tailored long- and short-term strategies and maintains an affiliation with an outside accounting practice that supports some clients' tax and accounting needs.

Kevin Christensen is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. He also engages in life insurance and fixed annuity sales through Ash Brokerage. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 clients through a team of 16 advisors. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term asset allocation strategy supported by proprietary and third-party models.

Mark McCurry is a CFP® with 42 years of industry experience, currently serving at Geneva Partners, LLC since 2016. He operates a sole proprietorship focused on insurance sales and service and has served as treasurer of Abingdon United Methodist Church since 1991. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individualized portfolio management to a diverse client base including individuals, charitable organizations, and retirement plans. The firm tailors investment policies through client interviews and employs both fundamental and technical analysis in managing portfolios.

Thomas Rowe is a financial advisor with Geneva Partners, LLC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Geneva Partners since 2017 and previously held positions at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Additionally, he operates an insurance agency and tax preparation business as a sole proprietor. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and offers continuous account monitoring.

Dean Schwefel is a financial advisor at Geneva Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Geneva Partners since 2016. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for around 550 clients. The firm serves individual clients, charitable organizations, and retirement plans, using a combination of fundamental and technical analysis to implement discretionary investment strategies.

Scott Farrow is a financial advisor at Geneva Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneva Partners since 2016. Farrow is also the owner of Farrow & Associates, a CPA firm where he provides accounting services. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual investors, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis to implement discretionary investment strategies tailored to client needs.

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.

Daniel Sinnen is a financial advisor with Alongside, LLC and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans. Outside of his advisory work, he is a co-owner of a building management business that rents space to various tenants. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing disciplined, long-term diversified asset allocation and active oversight of third-party managers and model providers.

Valerie Lamp is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Geneva Partners since 2010. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients. The firm offers discretionary investment supervisory services and individual portfolio management for a range of clients, including individual investors, charitable organizations, and retirement plans.

Steven Schwefel is a financial advisor at Geneva Partners, LLC with 43 years of industry experience. He has been with Geneva Partners since 2010. Schwefel holds Series 63 and Series 65 licenses. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual, charitable, and retirement plan accounts. The firm provides discretionary investment supervisory services and individual portfolio management, using both fundamental and technical analysis to implement tailored long- and short-term strategies.

Timothy Demuth is an investment advisor at Alongside, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. Outside of his advisory work, he is a co-owner of TDK LLC, which manages building operations and leasing activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing diversified asset allocation and active oversight of third-party managers and model providers.

Daniel Krueger is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at Harbour Investments since 2016. In addition to his advisory role, he is involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, and also prepares individual tax returns. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches and execution platforms tailored to clients’ needs.