Michael Greiber is the principal of Greiber Capital Management, an independent firm based in Wauankee, WI. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has led Greiber Capital Management since 2016. Greiber Capital Management provides portfolio management services primarily for individual clients, with a focus on retirement assets, asset distribution, and short-term money management. The firm employs a bottom-up value investing approach combining qualitative and financial analysis, offering customized portfolios that include long and short exposures as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.

Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Northwestern Mutual Investment Services LLC, and Jessica Schock. Outside of finance, he assists individuals with tasks such as cleaning and errands through his involvement with Papa Pals. Diamond Wealth Partners is an independent, single-advisor registered investment adviser providing comprehensive financial planning and discretionary portfolio management to individuals, corporations, and other advisors. The firm offers services including retirement, trust and estate, and tax planning, using a personalized process and primarily operating virtually with a focus on model portfolios and diversified asset selections.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Michael Vogel is a ChFC® and Series 63 licensed advisor with 18 years of industry experience. He has worked at AZA Capital Management since 2019 and previously at Arete Wealth Advisors LLC from 2016 to 2019. Since 2002, he has owned MC Vogel LLC, an investment-related business that provides administrative and employee support functions for his advisory work. AZA Capital Management is a fee-only advisory firm serving individuals, other financial advisors, institutions, retirement plans, and charitable organizations. The firm employs a multi-factor model and proprietary trend analysis to guide tactical asset allocation, focusing on index-based ETFs and customized bond portfolios.

Kevin Kearney is a financial advisor with Coordinated Capital Securities, Inc. in Waunakee, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Coordinated Capital Securities since 1999 and also operates Kearney Tax & Financial Services, where he serves as an independent insurance agent and accountant providing tax preparation and accounting services. Coordinated Capital Securities is a team of 16 financial professionals offering investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm provides both discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, managing approximately $137 million for around 186 clients.

Jay Hinkens is a CFP® with 21 years of industry experience, currently affiliated with Harbour Investments, Inc. and Point B Wealth Advisors. He has worked at Harbour Investments since 2007 and at Point B Wealth Advisors since 2009. Outside of his advisory roles, he serves on the board of the Rotary Club of Madison South and operates HighwoodWorks, a company that manufactures wooden gift items. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Michael Rozovics is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 66 designations. He has 18 years of industry experience, including roles at Raymond James Financial Services Advisors Inc. and Next Retirement Solutions LLC. Outside of finance, he is also the owner and proprietor of Michael Roz Music, where he creates, publishes, performs, and sells his own music. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities to align with client goals and risk tolerance.

Peter Cymbalak is a financial advisor with Trek Financial in Middleton, WI, holding a Series 65 designation and 12 years of industry experience. He has worked at Trek Financial since 2020 and previously held roles with Empowered Financial Investments, BCJ Capital Management, and Horter Investment Management. Cymbalak is also the owner of Empowered Financial Management, LLC, an insurance business based in Middleton. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical investment approaches with a range of systematic strategies, alternative investment platforms, and advanced portfolio management techniques, including the use of artificial intelligence under human oversight.

Charles Weigel is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been involved with Global View Capital firms since 2014 and owns Weigel & Associates, an insurance agency specializing in life, health, and disability insurance, which he has operated since 1983. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs quantitative and technical investment strategies, supported by its proprietary research platform, and offers a variety of managed account options including sub-advisory services and ETF-focused portfolios.

James Smith is a financial advisor at MissionSquare Retirement with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Icma Rc since 2017 and at Valic Financial Advisors from 2016 to 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Schuyler Hughes is a financial advisor with Principal Advised Services in Waunakee, WI, holding a Series 66 designation and two years of industry experience. His work history includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of standard advisory duties, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, employing a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, enabling integrated access to affiliated products and services.

Caleb Cymbalak is a financial advisor at Trek Financial with a Series 65 designation and five years of industry experience. He has worked at Trek Financial since 2021 and is also involved with Empowered Financial Management, where he holds a paraplanner and Medicare representative role. Prior to his financial career, Caleb held various roles including positions in public safety, carpentry, and pet care. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical investment approaches, utilizes artificial-intelligence tools under governance, and offers a broad range of portfolio models and alternative investment options.

Dennis Crow is a CFP® professional affiliated with Commonwealth Financial Network, with six years of experience in the financial industry. He has worked at Milestone Investment Management LLC since 2019 and previously at International Business Machines Corp. from 2017 to 2019. Outside of his advisory role, he is co-owner of Redemption Outdoors LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a platform with discretionary portfolio management and various program structures, backed by a centralized operations, trading, and compliance infrastructure.

Mariah Hanson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. She has worked at Commonwealth Financial Network since 2023 and previously spent nine years at Bank of Prairie du Sac/Park Avenue Investments. In addition to advisory work, she is involved in fixed insurance sales during business hours. 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 around $213 billion in client assets. The firm provides a wide range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Claire Walmer is a CFP® with 22 years of industry experience currently serving as a financial advisor at J.W. Cole Advisors, Inc. She has previously worked at LPL Financial, Bankers' Bank, and OLD NATIONAL BANK. Outside of her advisory role, she owns and operates Sun Step Financial and provides financial planning services under contract with State Bank of Chilton. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, combining discretionary and non-discretionary approaches with fundamental, technical, and algorithmic investment strategies.

Carol Rosenstock is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 designations and has 23 years of industry experience. Her prior roles include positions at Morgan Stanley, JPMorgan Chase, and several asset management firms. She is a co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, including service on the advisory board of the UW Carbone Cancer Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment programs.

Brooke Palmer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., having joined in 2025. Her prior experience includes roles at LPL Financial, Bankers' Bank, and UBS Financial Services. Outside of her advisory work, Palmer has been involved with KD's Bar and Grill and the Lodi Volleyball Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing discretionary and non-discretionary investment approaches.

Michael Rendler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and five years of industry experience. His work history includes roles at Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients, managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Michael Jacques is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He has worked at Commonwealth since 2007 and served as President and Owner of Jacques Wealth Management, LLC from 2010 to 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, along with operations, compliance, and practice-management support.