Direct booking

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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Out of 400,000+ nationwide

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Thomas D

Series 63, Series 66

East Troy, WI

Coast Advisory LLC

Thomas Deppe Jr. is a financial advisor with Coast Advisory LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Breakthru Financial Services LLC, where he also worked as an insurance agent and provided tax preparation services. Coast Advisory LLC is an SEC-registered investment adviser serving trusts, estates, charities, small businesses, and high-net-worth individuals. The firm offers discretionary portfolio management tailored to client objectives and maintains the authority to appoint sub-advisors, supporting a customized investment approach.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Private / alternative investments
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Brian S

ChFC®, Series 63, Series 66

Muskego, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.

Wealth management
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Nicholas M

Series 66

Waterford, WI

FIAT LUX Capital Management

Nicholas Mowry is a financial advisor at FIAT LUX Capital Management with five years of industry experience. He holds the Series 66 designation and has worked previously at Lauer Financial Services, MWA Financial Services Inc., and Modern Woodmen of America. Outside of finance, he teaches private music lessons through Nicholas Mowry Music. FIAT LUX Capital Management provides investment management, financial planning, and consultation services to a diverse client base, including individuals, trusts, charitable organizations, small businesses, and several institutional clients such as pension plans and sovereign wealth funds. The firm emphasizes strategic asset allocation and uses a combination of third-party software and custom programming to support client planning and portfolio management.

General retirement planning Medicare planning Social Security optimization College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Dylan L

CFP®

Delavan, WI

Dylan Lund Financial, LLC

The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.

College savings (529s, UTMA, etc.) FIRE (Financial Independence Retire Early) Young Families Gen Y/Millennials (Born 1980-1995)
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Christine S

Series 65

Muskego, WI

Elevated Private Wealth

Christine Sharratt is a financial advisor at Elevated Private Wealth with a Series 65 designation and three years of industry experience. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and Tax Airfreight. She is also the owner of Elle Wealth Management, LLC, a non-investment-related business. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly reviews and ongoing tax consultation.

Annuities
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Austin N

CFP®

Muskego, WI

Toptier Wealth Management

Austin Nelson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Toptier Wealth Management since 2018. Prior to joining Toptier, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets and employs model portfolios primarily constructed with mutual funds and ETFs, incorporating fundamental analysis and Modern Portfolio Theory.

Retirement income strategy Social Security optimization Equity compensation tax strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
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Michael B

Series 63, Series 65

Muskego, WI

Toptier Wealth Management

Michael Brusko is a financial advisor at Toptier Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Heartland Advisors and ALPS Distributors, Inc. Brusko has been with Toptier Wealth Management since 2018. Toptier Wealth Management serves individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management. The firm manages approximately $176 million in discretionary assets using mutual funds, ETFs, and model portfolios, with a focus on employer-related and business planning services.

Retirement income strategy Social Security optimization Equity compensation tax strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
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James P

Series 66

Elkhorn, WI

Harbour Investments, Inc.

James Pfeil is a financial advisor at Harbour Investments, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Calton & Associates, Capital Financial Services, and Thrivent Financial. In addition to his advisory role, he is involved as an independent insurance agent focusing on fixed annuities, life, disability, and long-term care Medicare plans. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment instruments, and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Daniel K

Series 63, Series 65

Burlington, WI

Harbour Investments, Inc.

Daniel Krueger is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Annex Wealth Management, Provident Insurance Group, and H. Beck, Inc., as well as operating his own insurance sales business since 1991. Outside of advisory services, he is involved in insurance sales and individual tax preparation. 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 blend of fundamental and technical analysis to construct customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Peter E

CFP®, Series 63, Series 66

Mukwonago, WI

Associated Investment Services, Inc.

Tax-loss harvesting Passive / index investing Active portfolio management Factor investing / smart beta Retired Founder/Business Owner
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