Thomas Deppe Jr. is a financial advisor with Coast Advisory LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Breakthru Financial Services LLC, where he also worked as an insurance agent and provided tax preparation services. Coast Advisory LLC is an SEC-registered investment adviser serving trusts, estates, charities, small businesses, and high-net-worth individuals. The firm offers discretionary portfolio management tailored to client objectives and maintains the authority to appoint sub-advisors, supporting a customized investment approach.

Nicholas Mowry is a financial advisor at FIAT LUX Capital Management with five years of industry experience. He holds the Series 66 designation and has worked previously at Lauer Financial Services, MWA Financial Services Inc., and Modern Woodmen of America. Outside of finance, he teaches private music lessons through Nicholas Mowry Music. FIAT LUX Capital Management provides investment management, financial planning, and consultation services to a diverse client base, including individuals, trusts, charitable organizations, small businesses, and several institutional clients such as pension plans and sovereign wealth funds. The firm emphasizes strategic asset allocation and uses a combination of third-party software and custom programming to support client planning and portfolio management.

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.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Neenah, WI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, and Global Financial Private Capital. Outside of advisory services, he is an independent insurance agent involved with Spyrnal Insurance, LLC. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach combining discretionary management, model portfolios, and outside managers, while also integrating insurance services through affiliated agencies.

William Lauderdale is a CFP® professional with three years of industry experience, currently serving at Form Wealth Advisors, LLC. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Primex Inc. Lauderdale has worked in various capacities outside finance, including roles at a restaurant and a country club. Form Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals, combining model allocations with individualized recommendations and offering event-driven financial planning and retirement plan consulting.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He joined Geneva Partners in 2016 after working at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of advising, he operates a CPA firm specializing in tax preparation and accounting services. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored portfolio strategies and continuous account monitoring.

Tyler Rima is a Series 66-licensed financial advisor with Form Wealth Advisors, LLC, based in Lake Geneva, WI. He has one year of industry experience, including prior roles at Raymond James Financial Services and nearly a decade at Lettuce Entertain You, Inc. Form Wealth Advisors is a team-based firm managing approximately $932 million, offering investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and emphasizes client education and structured, event-driven financial planning.

Mark Mccurry is a CFP® professional with 41 years of industry experience, currently serving at Geneva Partners, LLC since 2016. His prior experience includes roles at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. He is also the treasurer of Abingdon United Methodist Church, a position he has held for over 30 years, and operates a sole proprietorship focused on insurance sales and service. Geneva Partners provides discretionary investment supervisory services and portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis with a variety of investment strategies tailored to client objectives, continuously monitoring accounts and serving as fiduciaries for applicable clients.

Jackson Burk is a financial advisor at Form Wealth Advisors, LLC in Lake Geneva, WI, holding a Series 65 designation. He has been with Form Wealth Advisors since 2025, with prior experience at First National Bank and Trust. Form Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers discretionary portfolio management, event-based financial planning, and retirement plan consulting.

Jesse Schrock is a CFP® professional with four years of experience in the financial services industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2021, and previously held roles at Raymond James Financial Services. Prior to his financial career, he worked in the hospitality industry at Grand Geneva Resort & Spa and Geneva National Resort & Club. FORM Wealth Advisors provides investment advisory and wealth management services to individual clients, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and 3(38) retirement plan consulting.

Tyson Ray is a CFP® professional with 28 years of experience in the financial services industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2014, and was previously affiliated with Raymond James Financial Services, Inc. He is the founder and chairman of the board of Children’s World Impact, a nonprofit organization focused on community service and mission trips. Tyson is also an author and consultant promoting financial philosophies through his work with The Total Relationship. FORM Wealth Advisors, LLC is a team-based firm serving individual clients, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers discretionary portfolio management, event-driven financial planning, and retirement plan consulting, with an emphasis on client education and fiduciary responsibility.

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 worked at Geneva Partners since 2016, following a one-year tenure at Old Republic International. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis, employing both long- and short-term strategies tailored to clients’ objectives, risk tolerance, and time horizon.

Scott Farrow is a financial advisor with Geneva Partners, LLC in Lake Geneva, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Geneva Partners since 2016 and previously worked at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Farrow is also the owner of Farrow & Associates, a CPA firm where he serves as an accountant. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored long- and short-term strategies, and it maintains continuous portfolio monitoring and monthly reviews.

Valerie Lamp is a financial advisor at Geneva Partners, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneva Partners since 2010, including a prior role at Sterne Agee Financial Services from 2014 to 2016. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Steven Schwefel is a financial advisor at Geneva Partners, LLC in Lake Geneva, WI, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. prior to joining Geneva Partners in 2010. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis along with long- and short-term purchase strategies, tailoring portfolios to client objectives and risk tolerance.

Brayden Zettle is a CFP® professional with four years of experience in financial advising. He is currently with Form Wealth Advisors, LLC, where he has worked since 2021, and previously held positions at Raymond James Financial Services. Form Wealth Advisors, LLC serves individual clients, trusts, business entities, and retirement plans with investment advisory and wealth management services. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and retirement plan consulting.

Lucas Kuchenberg is a CFP® with 27 years of experience in the financial advisory industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2014, including serving as part of the firm's seven-advisor team. Prior to joining FORM, he was affiliated with Raymond James Financial Services, Inc. during the same period. FORM Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and retirement plan consulting.

Adam Kierzek is a CFP® professional with two years of industry experience, currently serving at FORM Wealth Advisors, LLC in Lake Geneva, WI. His prior work includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Outside of financial advising, his background includes experience in education and construction. FORM Wealth Advisors, LLC provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services such as discretionary portfolio management, event-based financial planning, and retirement plan consulting.

James Pfeil is a financial advisor at Harbour Investments, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Calton & Associates, Capital Financial Services, and Thrivent Financial. In addition to his advisory role, he is involved as an independent insurance agent focusing on fixed annuities, life, disability, and long-term care Medicare plans. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment instruments, and offers model-based solutions through a subscription platform.