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.

Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

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.

Emily Olson is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2014. In addition to her advisory role, Olson operates as an independent insurance agent, providing services including equity indexed annuities. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities, with ongoing monitoring and periodic reviews.

Connor Stewart is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and four years of industry experience. He also provides investment advisory and fixed insurance services through Crystal Lake Tax and Financial. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized portfolio management, offering a scalable advisor network and specialized services such as sub-advisory ETF management and family-office style solutions.

Preston Baus is a financial advisor at American Independent Securities Group, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Agrace Foundation. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

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.

Taylor Robson is a CFP® with 12 years of industry experience, currently serving at Harbour Investments, Inc. since 2016 and also working with Legacy Wealth Advisors since 2024. He has prior experience at Woodbury Financial Services, Inc. and Mennenga Tax & Financial. Robson is also an independent insurance agent, which includes work with equity indexed annuities. 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 utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

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.

Susan Olson is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour since 2007. Olson also operates Susan Olson Insurance & Financial Solutions and works as an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of services including portfolio management, wrap-fee programs, and model-based solutions.

James Tarp is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Mennenga Tax & Financial from 2015 to 2023 before joining Legacy Wealth Advisors. Outside of advisory work, he is an independent insurance agent. 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 mix of fundamental and technical analysis to create customized portfolios using various instruments, and offers model-based solutions through a subscription platform.

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.

Crystal Cox is a CFP® with 13 years of experience in the financial services industry. She has been with Wealthspire Advisors since 2017 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

Zackery Henry is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. He has previously worked at Personal Capital Advisors and Northwestern Mutual in various roles spanning from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stephanie Selbach is a CFP® and Series 65-licensed advisor with eight years of industry experience. She has worked at Wealthspire Advisors since 2020, following roles at Wipfli Financial Advisors, Hewins Financial Advisors, Capital Wealth Advisory Group, and the University of Wisconsin. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers wealth management, financial planning, family office support, and ERISA/retirement-plan services, using a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

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.