Kimberly Sellnow

Ronald Larson is the sole advisor at Larson Wealth Management, LLC, an independent firm based in West Bend, WI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding his firm in 2013, he coached high school basketball during the 2013–2014 season. Larson Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple analysis methods in its investment decisions and integrates insurance analysis and product placement into its services.

David Lake is a financial advisor with Capital Wealth Advisors, Ltd. in West Bend, WI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Capital Wealth Advisors since 2010 and has been involved with RIA Services LLC since 2015. Outside of his advisory roles, he is a member and executive vice president of Black Earth LLC, a real estate investment company. Capital Wealth Advisors, Ltd. provides financial planning, investment management, and consulting services to individuals, trusts, retirement plans, and business entities, as well as sub-advisory services to other financial firms. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and offers ongoing portfolio monitoring and reviews.

David Rosenow is a financial advisor at CWP Private Wealth Management with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HBW RIA Services LLC and Ausdal Financial Partners, Inc. Outside of advisory work, he is an independent insurance agent with experience dating back to 1986. CWP Private Wealth Management provides discretionary investment management, financial planning, and business consulting to professionals in the financial services industry, serving a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, technical, charting, and cyclical analysis across various asset types, and offers sub-adviser services to other advisers.

Nathan Derks is a financial advisor at Landolt Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, Derks is involved in tax preparation and accounting through ownership and partnership in related businesses, and serves as treasurer on the board of a youth baseball club. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets for about 173 clients, employing a fundamental analysis approach with a focus on small-cap growth stocks and tailored portfolio strategies.

David Talbot is a CFP® with 19 years of experience in the financial services industry. He is currently with Concorde Asset Management, LLC, where he has worked since 2019, and has prior experience at Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot is involved in several related activities including hosting a weekly online radio show for financial professionals, consulting families on college financial planning, and participating in charitable efforts with the Knights of Columbus. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategies, and offers alternative investment products alongside traditional portfolios.

Brett Weir is an advisor with First Heartland Consultants, Inc. in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with Cedar Lake Sales since 1994. Outside of his financial career, he serves as a Washington County Delegate for the Wisconsin Conservation Congress and volunteers on an advisory committee for the Wisconsin Department of Natural Resources. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.