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.

Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.

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.

Christine Sharratt is a financial advisor at Elevated Private Wealth with a Series 65 designation and three years of industry experience. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and Tax Airfreight. She is also the owner of Elle Wealth Management, LLC, a non-investment-related business. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly reviews and ongoing tax consultation.

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.

Austin Nelson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Toptier Wealth Management since 2018. Prior to joining Toptier, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets and employs model portfolios primarily constructed with mutual funds and ETFs, incorporating fundamental analysis and Modern Portfolio Theory.

Michael Brusko is a financial advisor at Toptier Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Heartland Advisors and ALPS Distributors, Inc. Brusko has been with Toptier Wealth Management since 2018. Toptier Wealth Management serves individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management. The firm manages approximately $176 million in discretionary assets using mutual funds, ETFs, and model portfolios, with a focus on employer-related and business planning services.

Sarah Kopesky is a financial advisor with Breakthru Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms, including Woodbury Financial Services and Coast Advisory LLC. Outside of advising, she owns K2 Financial, LLC, which provides tax preparation and insurance services. Breakthru Advisory Services serves individuals, high-net-worth clients, trusts, and estates, offering asset management, portfolio management, and financial planning. The firm employs tailored investment strategies, conducts regular account reviews, and manages approximately $210 million in discretionary assets for about 500 clients.

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.

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.

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.

Daniel Krueger is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Annex Wealth Management, Provident Insurance Group, and H. Beck, Inc., as well as operating his own insurance sales business since 1991. Outside of advisory services, he is involved in insurance sales and individual tax preparation. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a blend of fundamental and technical analysis to construct customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Jordan Bradford is a CFP® professional with 10 years of experience in financial advising. He is currently affiliated with The Tranel Group, LLC and has worked with multiple firms including Harbour Investments, Inc., 818 Capital Group, and Money Concepts Capital Corp. Outside of his advisory roles, Bradford is also an independent insurance agent. The Tranel Group, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers tailored portfolio management and comprehensive financial planning, utilizing a variety of investment strategies and third-party managers to meet client objectives.

Peter Engstrom is a CFP® professional with 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2008. Based in Mukwonago, WI, Engstrom holds Series 63 and Series 66 licenses. Associated Investment Services, Inc. offers advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio managers and its affiliate Kellogg Asset Management to implement investment strategies, delivering advisory services through the Envestnet/NFS platform.

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation. He has worked in the industry since 2013, with prior experience at United Advisors, Magellan Financial, and Thrive Wealth Group. In addition to his advisory role, he is involved with Thrive Wealth Group, where he offers life insurance and annuities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers, operating a large network of affiliated offices and licensed representatives.