Marcos Rosado is a financial advisor at Spectrum Investment Advisors, Inc. He holds a Series 65 designation and has experience working at Spectrum Investment Advisors and HSA Bank. His background also includes roles at Taylor University and Eastbrook Academy. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm uses balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and constructs portfolios primarily from no-load mutual funds and ETFs.

John Maresh is a financial advisor with LaSalle Investment Advisors, Inc. in Pewaukee, WI, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with LaSalle Investments since 1995 and has also been associated with Superior Financial Services, Inc. since 2017. Outside of his advisory role, he provides insurance services, including life, disability, and long-term care policies. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in assets. The firm uses client-specific asset allocation models and a combination of analytical approaches, with an internal investment committee guiding decisions and quarterly portfolio reviews.

K. Robert Batchelor is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Entasis Asset Management LLC since 2016. He is also President of CSC Investments LLC, a non-investment business focused on personal real estate project oversight. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors, employing a Core/Completion philosophy with in-house research and a documented manager selection process.

Anthony Drake is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Drake & Associates, LLC since 2010 and previously worked at Redhawk Wealth Advisors, Inc. from 2008 to 2010. In addition to his advisory role, he is a licensed insurance agent in Wisconsin, offering insurance products to clients. Drake & Associates, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $607 million in assets through a multi-advisor team, employing a model-driven investment process that incorporates technology and AI tools to support client service and administration.

Adam Stoeckler is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He currently works at Highland Investment Advisors LLC, where he has been since 2022, and previously operated Stoeckler Financial Advisory Services, LLC for 13 years. Outside of his advisory work, he serves as Deacon of Finance and a member of the Finance Committee at Lakewood Baptist Church, overseeing budgeting and financial management. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm uses a “GRIP” framework focused on growth, risk reduction, and inflation protection, employing model portfolios informed by academic research and Modern Portfolio Theory, with investment strategies that include Dimensional Fund Advisors funds, direct indexing, option-based hedging, and tax-aware trading.

Benjamin L'empereur is a CFP® professional with three years of industry experience, currently serving at Ellenbecker Investment Group. He previously worked at Madison Partners and Russell Investments, among other firms. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations, integrates technology and AI for research and reporting, and offers affiliated tax and accounting services through a subsidiary staffed by CPAs and enrolled agents.

Courtney Witthuhn is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2016. Ellenbecker Investment Group offers financial planning, portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates model portfolios, independent research, and technology, including AI-assisted tools, to provide tailored investment solutions and also includes an affiliated tax and accounting unit staffed by CPAs and enrolled agents.

Ryan Janick is a financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 66 designation. He has been with Drake & Associates since 2025. Outside of his advisory role, he serves as a Field Referee at Boxhorn Gun Club, a sportsman club featuring trap, sporting clays, and 5 stand shooting activities. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, managing approximately $607 million in client assets. The firm uses a model-driven investment process tailored to client risk tolerance, primarily employing ETFs, mutual funds, and equities.

Nicholas Ziarek is a CFP® and CFA® with 14 years of industry experience. He has worked at Shakespeare Wealth Management, LLC since 2018 and previously spent five years at P.J. Schmidt Investment Management, Inc. He serves on multiple boards, including the FPA of Wisconsin (where he is president), the CFA Society of Milwaukee, and is involved with the UW-La Crosse Spellman Fund Advisory Board and a youth baseball league in Wauwatosa. Shakespeare Wealth Management is a six-advisor team managing approximately $642 million across more than 300 accounts. The firm serves individuals and corporate clients with discretionary portfolio management and comprehensive financial planning, using a model-driven, allocation-focused investment approach that emphasizes diversified holdings and academic return factors.

Thomas Neumann is a financial advisor at Drake & Associates, LLC in Waukesha, WI, with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Huntington Investment Company, Wells Fargo Clearing, Wells Fargo Bank, Wells Capital Management, and Allspring Funds Management. Neumann serves as a board member of the Long Lake Protection District and is also a licensed insurance agent with Loft Financial Advisory Group, where he offers insurance products to clients. Drake & Associates provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a top-down, model-driven investment process with technology tools and manages approximately $607 million in client assets.

Laura Schnoor is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 10 years of industry experience. She has held her position at Spectrum since 2015 and holds Series 63 and Series 65 designations. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and typically constructs portfolios using no-load mutual funds and ETFs.

Ryan Radecki is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of finance, his background includes work with Chicago Trivia Guys and G4S Secure Solutions. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process using technology and AI-enabled tools to tailor portfolios primarily composed of ETFs, mutual funds, and equities.

Ashley Fredricks is a financial advisor at Entasis Asset Management LLC with two years of industry experience. She holds the PFS™ designation and also owns Fredericks CPA LLC, a tax and accounting practice. Prior to joining Entasis, she worked at Dwayne Johnson & Associates, SC for two years. Entasis Asset Management serves individual clients, institutions, retirement plans, and other entities by providing investment advisory, financial planning, and tax planning services. The firm uses a Core/Completion investment approach combining in-house research and a documented manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Michael Richardson is a financial advisor with Richardson Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Richardson Capital Management since 2007 and has been active in the financial services industry through Richardson Financial Group, Inc. since 1982, where he also serves as president and owner overseeing insurance sales. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and financial, tax, insurance, and estate planning. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles, and it offers account aggregation and supplemental reporting to provide consolidated views of clients’ investments.

Kristina Schnuckel is a CFP® with 18 years of industry experience currently serving at Ellenbecker Investment Group since 2014. Her prior roles include positions at SII Investments Inc and Landaas & Company. She is a board member and treasurer of West African Mercy Ministries and serves on the finance committee at Brooklife Church. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios guided by independent research and integrates technology, including AI-assisted tools, while maintaining human oversight for client services.

Dawn May is a financial advisor at Affiliated Financial Advisors Inc. in Milwaukee, WI, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Capital Financial Services, Inc. and Calton & Associates, Inc. Dawn is also licensed to sell fixed insurance products. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to a diverse client base, including individual, high-net-worth, institutional, and trust accounts. The firm employs a team of four advisors managing approximately $462 million in assets, using fundamental, technical, and cyclical analysis to develop client recommendations.

Scott Heins is a CFP® professional with 26 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. He has been with IAG Wealth Partners since 1999 and concurrently with LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, offering financial planning, hourly consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach with both model-based and custom strategies, often utilizing third-party managers and LPL-sponsored advisory programs.

Christopher Becker is a CFP® professional with nine years of industry experience, currently affiliated with Richmond Investment Services LLC. His prior roles include positions at LPL Financial, Woita and Associates, and Northwestern Mutual. Becker maintains a notary public designation and operates a business entity named Retire With Style, LLC. Richmond Investment Services, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, implementing tailored asset allocation and ongoing supervision through various LPL-sponsored programs and its Strategic Wealth Management offering.

Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.

Kelsey Wagner is a financial advisor with PJS Wealth Partners in Cedarburg, Wisconsin, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at P.J. Schmidt Investment Management since 2020 and previously gained experience at The Vanguard Group, Wisconsin Womens Health Foundation, Northwestern Mutual, T. Anton Investment House, and the University of Wisconsin-Madison. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets and employs an investment process that incorporates fundamental, technical, cyclical, and qualitative analysis, overseen by a Chief Investment Officer and an Investment Committee.