Kyle Kahl

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.

Larry Dogs is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Gradient Securities and Guidance Insurance & Brokerage Services, LLC since 2014. Outside of his advisory work, he serves as an elder at Trinity Lutheran Church and is a board member of the Dodge County Board of Adjustment. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and the use of third-party managers.

Logan Wild is a financial advisor at Concorde Asset Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Woodbury Financial Services and The Silbernagel Group. Outside of his advisory role, he helps run youth basketball tournaments with Blue Diamond Athletics. 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 employs a model-based portfolio construction approach and offers a range of investment options, including alternative products, while serving ERISA accounts with fiduciary oversight.

Zachary Campbell is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, LPL Financial, and Merrill. He serves as a board member for Senior Citizens Activities, Inc., participating in meetings where finances are reviewed. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse client base and employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.