Carl Johnson is a Series 66-licensed advisor with 23 years of experience, currently with International Assets Investment Management, LLC since 2021. He previously worked for Park Avenue Securities and Guardian Life Insurance Company of America for 20 years. Outside of advisory work, he is a 50% owner of Beans, Greens, and Screens, LLC, a business involved in selling seed and designing food plot programs. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers using a range of investment vehicles and 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.

Scott Klaas is a Series 66-licensed financial advisor with First Command Advisory Services, based in Lone Rock, WI, and has two years of industry experience. Prior to his current role, he served in the United States Army from 2012 to 2020 and owns Saint Wendelin's Croft, where he manages livestock operations. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with written financial plans and periodic reviews.

Jacqueline Keith is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at LPL Financial since 1997 and was also affiliated with Bankers' Bank for 27 years. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies.

Darrah Tomas is a financial advisor with Ameriprise, holding a Series 66 credential and 22 years of industry experience. Prior to joining Ameriprise in 2021, Darrah worked at STIFEL and B.C. Ziegler and Company. Outside of financial advising, Darrah is involved in automotive restoration through bookkeeping and parts ordering at Cuda's Speed Shop in Spring Green, WI. Ameriprise serves clients approaching or in retirement with a retirement-income planning service that combines research, modeling, tax analysis, and algorithmic automation to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jacob Pape is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2023 and has prior experience at The Peoples Community Bank and Northwestern Mutual. Outside of his advisory role, he has been involved with Noah's Ark Waterpark and has a background that includes roles in education and electrical services. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a broad platform accommodating various investment strategies.

Paul Zander is a financial advisor with LPL Financial in Barneveld, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial and the State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band one to two times per month through his involvement with Sandman Music Agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Justin Stanek is a financial advisor with Edward Jones in Spring Green, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages farmland in Spring Green and coaches a local basketball team. He is also a silent investor in a restaurant in Plain, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Robert Rynes is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes also sells Medicare supplemental insurance through Jack Schroeder and Associates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory services with insurance and credit products.

James Morrey is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2009, including a prior role at CVSOA. Outside of his advisory work, Morrey serves as a soccer referee for the River Valley Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Peterson is a Series 66-licensed financial advisor with LPL Financial, based in Richland Center, Wisconsin. He has 27 years of industry experience and has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, he serves as Village Board President and Trustee in Barneveld, Wisconsin. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.