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.

Scott Nelson is the principal of Nelson Financial Services, LLC, an independent advisory firm based in Middleton, WI. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial services industry, including roles at NFP Retirement, WEA Member Benefits, Amerus, and MassMutual. Nelson Financial Services, LLC offers discretionary investment management and tailored portfolio services primarily to individual clients, including some high-net-worth households. The firm employs long-term, passive asset-allocation strategies using mutual funds, ETFs, stocks, and bonds, with portfolio management guided by Modern Portfolio Theory and regular reviews.

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.

Shannon Wegner is a CFP® professional with 27 years of industry experience and has been the sole advisor at Wegner Asset Management, LLC since 1998. Based in Middleton, WI, he holds Series 63 and Series 65 licenses. Wegner Asset Management provides discretionary investment management and integrated financial planning to individuals, families, trusts, and estates, managing approximately $68 million across about 51 client relationships. The firm employs a strategic asset allocation approach focused on low-cost, passively managed ETFs and no-load mutual funds, offering fee-only services with quarterly reviews and formal ethics oversight.

Craig Peterman is a CFP® and CFA® with 25 years of industry experience. He has been the sole advisor at Prism Wealth Management since 2016. Prism Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, family foundations, corporations, and retirement plan sponsors. The firm sponsors its own wrap-fee program and offers fiduciary 3(21) plan consulting, managing a range of accounts including institutional relationships and pension/profit-sharing plans.

John Scherer is a CFP® professional with nine years of industry experience, currently serving at Trinity Financial Planning in Middleton, WI. He has been affiliated with Trinity Financial Planning since 2001. Outside of his advisory role, he is a member of Dry Dog Ranch LLC, a farming business. Trinity Financial Planning provides fee-only financial planning, tax planning, and discretionary investment management for individuals, families, trusts, and retirement plans. The firm employs a disciplined, long-term, market-efficient investment approach and offers integrated financial planning alongside ongoing portfolio management.

Nicholas Moore is a financial advisor at Trinity Financial Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Resource Group, CRI Securities, Securian Financial Services Inc, Edward Jones, Anchor Bank, and LPL Financial LLC. Trinity Financial Planning provides fee-only financial planning, tax planning, and discretionary investment management for individuals, families, trusts, and retirement plans. The firm serves both high-net-worth and non-HNW clients, emphasizing disciplined asset allocation and a long-term, market-efficient approach.

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.

Peter Shulla is a financial advisor at Sentinel Advisory Group, LLC with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Commonwealth Financial Network. Shulla also engages in fixed insurance sales as a secondary business activity. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, including retirement-plan consulting, plan participant advice, and employer HSA consulting. The firm delivers discretionary managed accounts using asset-allocation principles and modern portfolio theory, along with fee-for-service planning supported by third-party research.

Natalie Gardina is an advisor at Sentinel Advisory Group, LLC with a Series 65 credential and started her career in the financial industry in 2024. Prior to joining Sentinel, she held positions in the hospitality and retail sectors. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, retirement-plan consulting, and employer HSA consulting. The firm uses model portfolios based on asset-allocation principles and modern portfolio theory, with a focus on both retail and employer-focused financial services.

Joseph Onopa is a financial advisor at Tactive Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Park Avenue Securities and Guardian Life. Outside of his advisory role, he is involved with Arrow Advisors, a private label entity for insurance and investment business, where he serves as owner and producer. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm uses a model-driven robo-advisor platform combined with sub-advisory and TAMP services to construct blended portfolios primarily using mutual funds, ETFs, and tactical asset allocation strategies.

Karly Costanzo is a CFP® with six years of industry experience and is currently with Sentinel Advisory Group, LLC. Her prior roles include positions at Northwestern Mutual Investment Services, LLC and Commonwealth Financial Network. She spends a small portion of her time involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering discretionary managed accounts alongside retirement-plan consulting and employer HSA advice. The firm utilizes asset-allocation principles and modern portfolio theory in its investment approach and delivers both fee-based portfolio management and separate fee-for-service planning.

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.

Nathan Keeling is a financial advisor with Sentinel Advisory Group, LLC, holding the CFP® and ChFC® designations and the Series 63 license, with 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Commonwealth Financial Network. Outside of advisory services, he is involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, fee-based advisory services, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s discretionary managed account programs and incorporates asset-allocation principles and modern portfolio theory in its investment approach.

Lynne Goldsmith is a CFP® with 20 years of industry experience, currently serving as an advisor at Googins Advisors, Inc. since 2021. Her prior roles include positions at Fidelity Investments and a period of retirement. Outside of her advisory work, she manages an agricultural business, Avalon Creek Farm LLC, and operates an online sales business. Googins Advisors manages approximately $501 million in client assets, providing discretionary portfolio management and investment advice to individuals, businesses, and institutions. The firm emphasizes fundamental, bottom-up analysis and a long-term buy-and-hold investment approach.

Kelsee Guest is a financial advisor at Sentinel Advisory Group, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Commonwealth Financial Network, Northwestern Mutual Investment Services, and Trane Technologies. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans, offering discretionary managed accounts through Commonwealth Financial Network’s programs along with retirement-plan consulting and employer HSA consulting.

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.

Michael Harmelink is a CFA® charterholder affiliated with Sentinel Advisory Group, LLC and has over two decades of experience in investment management. Prior to joining Sentinel Advisory Group in 2025, he worked at the State of Wisconsin Investment Board from 2001 to 2025. He also serves as a consultant for Global Advisory Partners, providing corporate investor relations consulting. Sentinel Advisory Group offers financial planning and asset management services for individuals and retirement plans, including discretionary managed accounts based on asset-allocation principles and modern portfolio theory. The firm provides retirement-plan consulting, employer HSA consulting, and uses third-party research and wrap programs to support portfolio construction and rebalancing.

Dayton Hoffmann is a Series 65-licensed financial advisor at Googins Advisors, Inc. with one year of industry experience. His prior roles include positions at Belmark Inc., UW Madison Badger Market, and Flexo Imaging Inc. Googins Advisors manages approximately $501 million in client assets, providing discretionary portfolio management and investment advice to individuals, businesses, and institutional accounts. The firm uses a fundamental, bottom-up investment approach with a long-term buy-and-hold strategy and offers tailored portfolio services across mutual funds, individual stocks and bonds, and other securities.