William Reinhardt Haese

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Luke La Manna is a CFA® charterholder with two years of industry experience. He is the founder of Founder360° Family Office and previously worked at Cottage Row Partners and Reinhart Partners, Inc. In addition to his financial career, he has worked in family dentistry at Lakeshore Family Dentistry for nine years. Founder360° Family Office provides services to founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm combines family-office services, business advisory, discretionary investment management, and a proprietary business diagnostic software platform, offering a mix of personalized portfolio management and automated tools with an emphasis on integrating enterprise value drivers and personal financial objectives.

Clarence Christiansen is the sole advisor at Christiansen Asset Management LLC in Mequon, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Christiansen Asset Management since 1997. Outside of his advisory role, he is also an independent health insurance agent. Christiansen Asset Management provides fee-based investment advisory and custom portfolio management services for individuals, couples, retirees, professionals, and retirement accounts. The firm focuses on publicly traded securities and employs a combination of charting, fundamental, technical, and cyclical analysis with a generally long-term investment approach.

Michael Scalise is a CFA® charterholder with 12 years of experience in the financial industry. He is the sole advisor at Summit Financial Management LLC, where he has worked since 2016 following two years at Legacy Wealth Management, LLC. Summit Financial Management LLC serves individuals, charitable organizations, foundations, small businesses, and corporations by providing financial planning, investment consultation, portfolio management, and corporate advisory services. The firm employs a tactical asset-allocation, core-and-satellite investment approach utilizing ETFs alongside actively managed funds and other securities, and it offers regular portfolio reviews and written reports.

Craig Gonn is a financial advisor with Vision Financial Services LLC in Grafton, WI, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His career includes roles at Bartlein Barrels and Harbour Investments, Inc. He also provides consultation on a wide variety of financial decisions through a separate consulting activity. Vision Financial Services LLC serves individual investors, small businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts by offering portfolio management, financial consultation, and third-party money manager recommendations. The firm typically tailors portfolios using client interviews and modern portfolio theory and manages most accounts on a non-discretionary basis.

Ronald Larson Jr. is the sole advisor at Larson Wealth Management, LLC in West Bend, WI, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before founding his current firm in 2013. Larson also served as a high school basketball coach from 2013 to 2014. Larson Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build asset allocations and incorporates derivatives-based ETFs as short-term hedges within managed accounts.