Jeffrey Allsop is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Capital Investment Services of America Inc since 1990. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team-based approach with individualized portfolios managed through stocks, bonds, and ETFs.

Jeremy Keil is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Alongside, LLC, having previously worked at Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, Keil contributes as a member of the Missional Finance Team at Lakepoint Church, serves on the City of Muskego Board of Review, and writes bi-monthly articles for Kiplinger Adviser Intel. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, using model portfolios and third-party managers while maintaining oversight of manager alignment with client objectives.

Michael Johnson is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Arcataur Capital Management LLC since 2018. He is based in Milwaukee, WI, and is part of a seven-advisor team at the firm. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm employs a top-down investment approach combining economic, fundamental, and technical analysis to manage Large-Cap equity, investment-grade fixed income, and managed balance portfolios, with an emphasis on diversification and operational controls.

John Bonnell is a financial advisor with Campbell Newman Asset Management Inc, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Artisan Partners Limited Partnership and Artisan Partners Distributors LLC for a decade prior to joining Campbell Newman in 2017. Outside of finance, he is a minority owner and non-management member of Capriotti's Sandwich Shop through Red 27, LLC. Campbell Newman Asset Management provides discretionary portfolio management to institutional and individual clients, focusing on three equity strategies and a balanced legacy offering. The firm employs a bottom-up, fundamental investment process supported by independent research and an Investment Committee.

Bradley Bodus is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Investment Services of America Inc, having previously worked at IAG Wealth Partners and held roles at the University of Wisconsin-Platteville and Express Employment Temp Agency. Capital Investment Services of America provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with customized portfolios using individual stocks, bonds, and ETFs.

Peter Lautmann is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding a Series 63 designation with 33 years of industry experience. He has been with Oarsman Capital since 2015. Oarsman Capital provides investment management, mutual fund and ETF model portfolios, access to separately managed accounts, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, sector diversification, and tax-efficient strategies while utilizing proprietary modeling and AI tools to support security evaluation and risk management.

Katherine Licau Gifford is a CFA® charterholder with three years of industry experience. She has been with KLCM Advisors, Inc. since 2004. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, value-oriented investment approach focused on equity research and traditional credit analysis, managing roughly $1.9 billion in assets with a small advisory team.

Matthew Drvaric is a financial advisor at Riverwater Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Riverwater Partners since 2016. Prior to this, he was involved in Sound By Design for 14 years. Outside of his advisory role, he has a fee-sharing arrangement related to insurance commissions on structured settlements through referrals to Ringler Associates. Riverwater Partners provides investment management, wealth management, and financial planning services to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible-investing approach known as the Three Pillar Approach® and offers proprietary equity strategies alongside full-service wealth management and managed model portfolios.

William Morrison is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation with 12 years of industry experience. He has been with Highland Investment Advisors since 2013. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework centered on Growth, Risk Reduction, and Inflation Protection, utilizing model portfolios influenced by academic research and Modern Portfolio Theory, with a focus on small-cap and value equities.

Michael Peters is a CFA® charterholder with 15 years of industry experience and has been with Entasis Asset Management LLC since 2016. He is based in Brookfield, WI, and works as part of a five-advisor team. Entasis Asset Management provides investment advisory, financial planning, tax planning, and related services to individuals, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment approach driven by in-house research and a documented manager selection process, offering discretionary, tax-aware portfolio management alongside technology-enabled options and a range of specialized consulting services.

Bryan Becker is a financial advisor at Richardson Capital Management, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Landaas & Company and Richardson Financial Group. Richardson Capital Management serves individuals, businesses, trusts, estates, and charitable organizations with a range of investment management and wealth planning services. The firm employs diversified strategies across equities, fixed income, mutual funds, and ETFs, and offers family office services and account aggregation tools to provide clients with consolidated views of their investments.

Jean Golla is a financial advisor at Sikich Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Bank, Morgan Stanley, LPL Financial, Johnson Bank, BMO Harris Financial Advisors, and other firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning with portfolio management and uses an asset-allocation approach informed by modern portfolio theory, employing both in-house and third-party managers across multiple platforms.

Charles Eichner is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding a Series 66 designation and possessing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Princor Financial Services Corporation, among others. Outside of advising, he manages a tax preparation service as Managing Member of No Worries, Tax. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary account management.

Ignatius Smetek is a CFA® charterholder with 23 years of industry experience. He has been with Arcataur Capital Management LLC since 2003. Arcataur Capital Management provides discretionary investment management and ongoing financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm serves both non-high-net-worth and high-net-worth individuals using a top-down investment approach that blends economic, fundamental, and technical analysis across diversified equity, fixed income, and balanced portfolios.

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.

Lucas Cahalane is a financial advisor with Operose Advisors LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Operose, his work experience includes roles at TKO Miller LLC and various other positions outside of the financial industry. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers a range of services including investment policy development, asset allocation, portfolio construction, and access to private funds through the Operose Capital Funds.

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.

Robert Phelps is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience, all of which has been with Oarsman Capital since 2000. Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, access to separately managed accounts, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, broad sector diversification, tax-efficient strategies, and typically manages accounts using a discretionary approach supported by proprietary modeling and AI-based tools.

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.