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 and holds a Series 65 designation. He has 0 years of industry experience as a financial advisor and previously worked for 13 years at SquareTrade / Allstate Protection Plans. Marchi Investments LLC is a state-registered investment adviser that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, emphasizing low-cost indexing and buy-and-hold strategies, with periodic reviews and tailored recommendations based on each client’s objectives and risk tolerance.

Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Northwestern Mutual Investment Services LLC. Outside of advising, he operates Papa Pals, assisting individuals with household tasks such as cleaning and errands. Diamond Wealth Partners provides advisory services to individuals, high-net-worth clients, corporations, and other investment advisers, offering comprehensive financial planning, retirement planning, and discretionary portfolio management. The firm operates primarily virtually, using a tailored planning process and a mix of ETFs, mutual funds, stocks, and bonds to implement client portfolios on a discretionary basis.

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® with 19 years of industry experience, currently serving as an advisor at AZA Capital Management since 2019. He previously worked at Arete Wealth Advisors LLC from 2016 to 2019 and has owned MC Vogel LLC, an investment-related business, since 2002. AZA Capital Management is a fee-only advisory firm that serves individuals, high-net-worth clients, other financial advisors, institutions, retirement plans, and charitable organizations. The firm utilizes quantitative and qualitative research to implement tactical allocation strategies, primarily using 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.

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 at Global View Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with his own insurance agency, Weigel & Associates, since 1983, where he serves as owner and insurance agent. His background includes roles in affiliated entities focused on insurance marketing and advisory services. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach centered on technical analysis applied to ETFs and mutual funds, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.

James Smith is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining MissionSquare, he worked at Valic Financial Advisors for one year and has been with Icma Rc since 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 advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management’s model portfolios and asset allocation strategies.

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.

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 credentials and bringing 23 years of industry experience. Her prior roles include positions at JPMorgan Chase and Morgan Stanley. She is co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, and serves on the advisory board of the UW Carbone Cancer Center. She also owns and manages farm operations through CR Ridge Ranch LLC and CR Outdoors LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment strategies.

Michael Rozovics is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior firms include Raymond James Financial Services Advisors Inc. and Wells Fargo Clearing. In addition to his advisory work, he is 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 multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and serving over 13,000 clients.

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.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, Dahl is involved in local community organizations, serving on boards for the Sauk Prairie Sports Booster and Sauk City Chamber of Commerce, and volunteers with a children’s hospital foundation. He also owns a tent rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models combined with strategic asset allocation and ongoing due diligence.

Dennis Crow is a CFP® with seven years of industry experience, currently serving as a financial advisor with LPL Financial. He is co-owner of Milestone Investment Management LLC and has previous experience with IBM and Redemption Outdoors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management programs supported by research, technology tools, and a broad platform that includes insurance and banking partnerships.

Lauren O'Brien is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP® designation and Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2018, she worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Keith is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. She has been with LPL Financial since 1997 and also worked at Bankers' Bank for 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational support tools.