Michael Greiber is the sole advisor at Greiber Capital Management in Wauankee, WI, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in masonry before founding his advisory firm in 2016. Greiber Capital Management provides portfolio management primarily for individual clients, with services extending to institutional and accredited investors. The firm employs a bottom-up value investing approach focused on public secondary-market instruments and customizes portfolios with client input, utilizing long and short positions as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.

Jeremiah Olson is a financial advisor at Diamond Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including NYLIFE Securities LLC, New York Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he assists individuals with daily tasks such as cleaning and running errands through Papa Pals. Diamond Wealth Partners is an independent registered investment adviser serving a small client base that includes individuals, high-net-worth households, corporations, and other advisers. The firm offers comprehensive financial planning and discretionary portfolio management focused on retirement planning and wealth preservation, operating primarily through a virtual, goal-based planning process.

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® credentialed financial advisor with 18 years of industry experience. He has been with AZA Capital Management since 2019 and previously worked at Arete Wealth Advisors LLC and InterOcean Capital, LLC. He is also the owner of MC Vogel LLC, an investment-related business providing administrative and employee support functions. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations, offering wealth management and portfolio management services. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Kevin Kearney is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Coordinated Capital Securities since 1999 and also operates Kearney Tax & Financial Services, where he works as an accountant and independent insurance agent specializing in fixed insurance and annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting to individuals, plan sponsors, and other entities, offering both wrap-fee and traditional asset-based advisory programs delivered by independent Financial Professionals.

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.

Michael Rozovics is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of finance, Rozovics owns and operates Michael Roz Music, where he creates, publishes, performs, and sells his own music. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Peter Cymbalak is a financial advisor at Trek Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Empowered Financial Investments, BCJ Capital Management, and Horter Investment Management. Outside of his advisory role, he owns and operates Empowered Financial Management, LLC, an insurance business. Trek Financial provides advisory services to a diverse client base, including individuals, pension and profit-sharing trusts, Taft-Hartley plans, foundations, and institutional clients. The firm employs a strategic, ETF-based investment approach combined with systematic tactical models and quantitative methods, offering services such as discretionary asset management, financial planning, direct indexing, and risk management strategies.

Charles Weigel is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been involved with multiple entities under the Global View Capital umbrella since 2014 and has operated Weigel & Associates, an insurance agency specializing in life, health, and disability insurance, since 1983. Global View Capital Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach using technical analysis, momentum, relative strength, and trend-following signals to manage approximately $708 million in discretionary assets.

James Smith is a financial advisor at MissionSquare Retirement with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Icma Rc since 2017 and at Valic Financial Advisors from 2016 to 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 Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Caleb Cymbalak is a financial advisor with Trek Financial, holding a Series 65 designation and four years of industry experience. He has worked at Trek Financial since 2021 and is also involved with Empowered Financial Management as a paraplanner and Medicare representative. His background includes roles outside finance, such as public safety and carpentry at Moody Bible Institute, as well as experience in pet care and restoration services. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a blend of strategic ETF allocations, tactical models, and quantitative methods, offering services such as discretionary asset management, financial planning, and tax-aware direct indexing.

Dennis Crow is a CFP® professional affiliated with Commonwealth Financial Network, with six years of experience in the financial industry. He has worked at Milestone Investment Management LLC since 2019 and previously at International Business Machines Corp. from 2017 to 2019. Outside of his advisory role, he is co-owner of Redemption Outdoors LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a platform with discretionary portfolio management and various program structures, backed by a centralized operations, trading, and compliance infrastructure.

Mariah Hanson is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2023, with prior experience at Park Avenue Investments and Bank of Prairie du Sac. Hanson is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Eileen Brunken is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2018, previously with TIAA starting in 2016. Brunken also has experience with Safeway and serves in the Individual Ready Reserve. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with connections to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model combining point-in-time planning with ongoing discretionary management and serves as adviser to a donor-advised fund.

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 work includes roles at Morgan Stanley, JP Morgan Chase, and various asset management firms. Outside of her advisory work, she is a co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, and she manages farm operations through CR Ridge Ranch LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm primarily delivers services via model portfolios and third-party managers, offering multiple advisory programs and an integrated retirement plan ecosystem.

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.

Anthony Tysk is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameritas Investment Corp since 2001 and joined Ameritas Advisory Services in 2021. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan consulting, and custom investment strategies, with a focus on both discretionary and non-discretionary portfolio management.

Michael Rendler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, while operating as a back-office and platform provider.