Thomas Booth is a financial advisor with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable and Tricom Funding. Outside of finance, he has been involved with Door Dash. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build tailored portfolios across a range of investment vehicles and strategies.

Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.

Steven Backus is a financial advisor with Operose Advisors LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Johnson Bank and Johnson Wealth Inc., where he served for a combined 22 years, as well as a year at Ziegler Capital Management. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and institutional clients. The firm employs a variety of investment vehicles and distinguishes itself through its role as adviser and general partner to the Operose Capital Funds, alongside its affiliated tax and accounting services.

Jaclyn Gruber is a financial advisor at Oarsman Capital, Inc with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Johnson Bank, Johnson Wealth Inc., and Cleary Gull Inc. Gruber joined Oarsman Capital in 2023 as part of their team of 14 advisors. Oarsman Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes diversified, tax-efficient portfolios with a long-term holding approach and incorporates proprietary modeling and AI tools to assist in security evaluation and risk management.

Jason Voelker is a CFP® certificant with 22 years of experience in the financial advisory industry. He has worked at Affiliated Financial Advisors Inc. since 2002 and was previously with Capital Financial Services, Inc. from 2003 to 2009. Based in Milwaukee, WI, Jason holds Series 63 and Series 65 licenses. Affiliated Financial Advisors, Inc. provides asset and portfolio management services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a combination of analytical methods and both long- and short-term strategies tailored to client objectives, with most client assets managed on a non-discretionary basis.

William Manders is a financial advisor at BKM Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. BKM Wealth Management is a team of six advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm provides wealth management services centered on financial planning, utilizing a combination of active and passive investment strategies across multiple asset classes while incorporating independent manager selection and insurance consulting.

Carson Biber is a Series 66-registered financial advisor with Drake & Associates, LLC, with four years of industry experience. His prior roles include positions at The Vanguard Group, LPL Financial, and Charles Schwab. He is also a licensed insurance agent in Wisconsin, offering insurance products through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm uses a model-driven investment process focused on tailored asset allocation and employs technology, including AI-enabled tools, to enhance client servicing.

Kyle Tetting is a financial advisor with Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Landaas & Company since 2006. Tetting is a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company as part of his regular duties. Landaas & Company provides investment advisory and financial planning services to a broad client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management, consulting, and financial planning.

Lori Brook is a Series 65-licensed financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, with one year of industry experience. She has been associated with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned, SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm utilizes proprietary research, an ESG scoring overlay, and AI-driven tools to manage customized global growth and equity strategies.

Salvatore Ferrito Jr. is a financial advisor at PlanVision, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm delivers written plans and ad-hoc consultations without imposing account minimums and emphasizes a long-term, simplified allocation philosophy favoring passive investments.

Kristina Alfini is a financial advisor at Drake & Associates, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Ellenbecker Investment Group and several other firms. Outside of her advisory role, she is a certified yoga instructor. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process tailored to client risk tolerance and objectives, managing approximately $607 million in assets across several thousand client relationships.

Brian Gigl is a CFP® with nine years of industry experience, currently serving as a financial advisor at Riverwater Partners LLC. He previously worked at Johnson Wealth Inc. and Johnson Bank, with a combined tenure of ten years prior to joining Riverwater Partners. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and separately managed equity strategies. The firm employs a value-oriented, research-driven investment process combined with a responsible-investing focus and provides model portfolios to third-party advisers.

Randall Winkler is a CFP® with 25 years of industry experience, currently affiliated with Drake & Associates, LLC since 2022. His prior roles include positions at Annex Wealth Management, LLC, H. Beck, Inc., and BMO Harris Financial Advisors, Inc. He is also a licensed insurance agent in Wisconsin, offering clients advice and insurance products through Loft Financial Advisory Group, LLC. 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 LSA Portfolio Analytics and utilizes technology, including AI tools, to support client servicing across several thousand client relationships.

Steven Giles is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 63 designation with 26 years of industry experience. He has been with Landaas & Company since 2004. Mr. Giles is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts for firm clients as part of his work with Landaas & Company. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to construct diversified portfolios, offering discretionary and non-discretionary asset management across a variety of investment vehicles tailored to clients' risk tolerance and objectives.

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.

Jean Range is a CFP® professional with 24 years of industry experience and has been with Ellenbecker Investment Group since 2009. She is based in Waukesha, WI, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she teaches religious education at St. Leonard Catholic Church and volunteers on the raffle committee for the Women and Girls Fund of Waukesha County. Ellenbecker Investment Group serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, utilizing model portfolios and independent research to tailor client allocations, and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

John Bonnell is a financial advisor with Campbell Newman Asset Management Inc in Milwaukee, WI. He holds Series 65 and Series 66 credentials and has 23 years of industry experience. Prior to joining Campbell Newman in 2017, he worked at Artisan Partners Limited Partnership and Artisan Partners Distributors LLC for a decade and briefly at Touchstone Advisors Inc. Outside of his advisory role, he is a minority owner of Capriotti's Sandwich Shop through Red 27, LLC. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients and high net worth individuals, managing equity-focused and balanced strategies. Their investment process is bottom-up and fundamental, supported by an Investment Committee and independent research.

Jamie Williams is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing Services, BANK of AMERICA, N.A., and Merrill. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations and integrates an affiliated tax and accounting unit staffed with CPAs and enrolled agents.