Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.

Abbey Spoo is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at 808 Investments. Prior to founding 808 Investments in 2024, Abbey worked at Marquette Asset Management for eight years and Allodium Investment Consultants for one year. 808 Investments is a fee-only investment adviser providing discretionary wealth management and comprehensive financial planning services to individuals, including high-net-worth clients. The firm utilizes a written Investment Policy Statement and combines active and passive portfolio strategies with an emphasis on asset allocation and tax efficiency.

Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.

Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.

Tonya Swinnea is a financial advisor at Portfolio Design Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Design Services since 2016. Outside of her advisory role, she owns and operates Desert Flower Creations, a jewelry design and manufacturing business she started in 1997. Portfolio Design Services, LLC provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services to individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm operates as a fee-only fiduciary and emphasizes ongoing advisory relationships supported by diversified, model-based portfolios and comprehensive retirement plan services.

Sarah Braunshausen is an investment advisor representative at Fencl Advisory Services, LLC with 23 years of industry experience. She has worked at Fencl Advisory Services since 2015 and previously was affiliated with Dominion Investor Services, Inc. and Guardian Life Insurance Company of America. She is also involved in selling fixed life insurance and disability products. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm offers discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach, emphasizing client education and regular portfolio reviews.

Joshua Hawkins is a CFP® and ChFC® with 14 years of industry experience. He is currently with Leverty Financial Group, LLC, where he has worked since 2020, following prior roles at Northwestern Mutual Wealth Management Company and Leverty and Associates. Hawkins is also co-owner of LFG Tax, LLC, a tax preparation and filing service, and associate co-owner of LFG Risk Services, LLC, an affiliated insurance agency. Leverty Financial Group is a SEC-registered advisory firm with a six-advisor team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and non-profits, offering discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to clients’ objectives.

Luke Keene is a CFP® and ChFC® with 18 years of industry experience. He is a financial advisor at Leverty Financial Group, LLC, where he has worked since 2017 across affiliated entities, including roles at Keene Wealth Management and LFG Tax, LLC. Prior to joining Leverty, he spent over a decade with Northwestern Mutual in various investment and wealth management capacities. Outside of advising, Keene is also involved as an associate in an insurance agency. Leverty Financial Group is a six-advisor team managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a range of investment strategies and technology solutions tailored to client objectives.

Michael Leverty is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including roles at Northwestern Mutual and Leverage & Associates LLC. Outside of advising, he is involved in forest preservation and recreational land management and participates in farming operations annually. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, serving individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG factors, and borrowing strategies.

Seth Blum is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Leverty Financial Group, LLC and also provides tax preparation and filing services through LFG Tax, LLC. Prior to joining Leverty Financial Group, he worked at ISC Financial Advisors and Strategic Tax & Business Consultants, LLC. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a diverse investment approach that incorporates model portfolios, third-party managers, and ESG considerations.

Michael Nelson is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently affiliated with Leverty Financial Group, LLC, where he has worked since 2020, and previously worked at Northwestern Mutual Wealth Management Company from 2017 to 2020. Outside of his advisory role, Nelson assists with seasonal operations at Leverty's Traditional Trees. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG considerations, and margin transactions.

Mark Kuhne is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Horter Investment Management and Croix River Wealth Management since 2017 and has prior experience with several firms including Stirton Consulting, LLC, and Guardian Wealth Strategies, LLC. Kuhne is also involved in insurance sales as an agent with Croix River Wealth Management. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, pension plans, corporations, and insurance companies. The firm employs a multi-manager investment approach guided by an Investment Committee and offers a variety of model portfolios, third-party money manager access, and alternative investment options.

Matthew Gendreau is a ChFC® credentialed advisor at Leverty Financial Group, LLC, with three years of industry experience. Prior to joining Leverty Financial Group, he worked at Wright-Hennepin Cooperative Electric Association and Proprietors Capital Holdings. Leverty Financial Group is a SEC-registered advisory firm with a six-person team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to client objectives.

Michael Pepin is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and First Allied Advisory Services. He volunteers as an adult community education instructor teaching financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes, integrating financial planning and utilizing third-party technology, with offerings that include specialized strategy portfolios and both wrap and non-wrap program structures.

Michael Kojonen is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds a Series 65 designation and also owns Principal Wealth Services, LLC, a retirement planning firm, and Principal Preservation Services, LLC, a non-investment related business. Kojonen dedicates significant time to these ventures alongside his advisory role. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers both model and custom investment strategies, employing strategic asset allocation and quantitative analysis, and provides services such as portfolio management, financial planning, and subadvisory support to other registered investment advisers.

Harrison Falteisek is a CFP® professional with 10 years of experience in financial advising. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Woodbury Financial Services and Northwestern Mutual. Outside of his primary advisory role, he owns HSF Financial LLC and is involved with Lifetime Wealth Advisors as a financial advisor assistant. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

George Schopper is a financial advisor at Momentum Independent Network Inc. with 53 years of industry experience. He holds Series 63 and Series 65 designations and has been with Momentum Independent Network since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates for municipal bond strategies and cash management features.

Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.

Nicole Andrews is a financial advisor at Great Valley Advisor Group, LLC with a Series 66 designation. She has held positions at LPL Financial, Swan Financial, and Drazan, Henke, and Associates. Andrews also provides administrative support to Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs and alternative investments.