Greg Nelson CFP® - President

Senior Financial Planner

Rick Nelson, EA - Tax Preparer

Nate Lovik, CFP®, AIF®

Financial Planner

Timothy R. Merrill Jr. - President - STAR Capital

Portfolio Manager

Adam Rainey, MBA, CFP®, CCFS®

Senior Financial Planner

Darlene Haack - Tax Preparer

Jerry Scane - Partner / Portfolio Manager

Garret Ashton, EA - Tax Preparer

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Securities offered by Peak Brokerage, Member FINRA/SIPC. Advisory services offered by Star Capital Inc., a Registered Investment Advisor. Strategic Tax and Retirement and Star Capital are not affiliated with Peak Brokerage Services. Securities can only be offered in the following states: Arizona, Florida, Iowa, Minnesota, Nebraska, North Carolina, and Wisconsin. The information being provided is strictly as a courtesy.