David Lacroix is a financial advisor with Entasis Asset Management LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Entasis since 2018 and previously worked at Cleary Gull Advisors Inc. for one year. Entasis Asset Management provides advisory, financial planning, tax planning, and non-investment management services to individual clients, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment strategy based on detailed in-house research, combining qualitative due diligence and quantitative scoring, and offers both discretionary, tax-aware portfolio management and technology-enabled solutions through Charles Schwab’s IIP platform.

Adam Baley is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 63 designation with 19 years of industry experience. He has been with Landaas & Company since 2001. In addition to his advisory role, Mr. Baley is a licensed insurance intermediary in Wisconsin and serves as a registered para-planner, handling insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios and provides brokerage and insurance services through its broker-dealer registration and licensed representatives.

Daniel Stier is a CFA® charterholder and an advisor at Operose Advisors LLC with two years of industry experience. He previously worked at Northwestern Mutual from 2013 to 2023. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm constructs customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

John Mcgregor is a financial advisor at Operose Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Robert W. Baird & Co. Incorporated for 19 years before joining Operose Advisors in 2020. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm offers customized asset allocation strategies using mutual funds, ETFs, alternative investments, and independent manager selection, while managing over $1.9 billion in client assets with a small advisory team.

Brian Shank is a financial advisor at LSIA with seven years of industry experience. He holds a Series 66 designation and has worked at Baird, Compass Distributors, LLC, USA Mutuals, and Marquette University prior to joining LSIA in 2020. LSIA provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, trusts, estates, and institutional clients including charitable organizations, pension and profit-sharing plans, and insurance companies. The firm uses fundamental analysis across a variety of securities and incorporates a held-away account platform to manage defined contribution participant accounts.

John Sandstrom is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Landaas & Company, he worked at Amazon.com LLC for five years. He is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to clients of Landaas & Company. Landaas & Company offers 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 construct diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management as well as consulting services.

Mitchell Carlson is a financial advisor at Capital Investment Services of America Inc with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Capital Investment Services of America in 2018, he worked at Robert W Baird and US Bank. 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 uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Caroline Jankowski is a financial advisor at Operose Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Vista360, LLC for eleven years. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm offers customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, managing over $1.9 billion in client assets with a small advisory team.

David Sandstrom is a financial advisor at Landaas & Company with 13 years of industry experience. He holds a Series 66 designation and has been with Landaas & Company since 2013. Sandstrom is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and businesses. The firm combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, offering integrated investment advisory, brokerage, and insurance services.

Catherine Milligan is a financial advisor with Fortress Planning Group in Pewaukee, WI, holding a Series 65 designation and two years of industry experience. Prior to joining Fortress Planning Group, she worked at Kendra Scott for five years and spent three years as a homemaker. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly through Dimensional Fund Advisors funds.

Matthew Kons is a financial advisor at BKM Wealth Management with 25 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 offers wealth management services centered on formal financial planning, utilizing both active and passive investment strategies across various asset classes and employing independent managers and wrap-fee programs.

Brent Schneider is a financial advisor at Oarsman Capital, Inc. with 26 years of industry experience. He holds a Series 63 designation and has worked at Unger Capital Management, Inc. and Harbour Investments, Inc. since the early 1990s. Oarsman Capital offers investment management, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, sector diversification, tax-efficient strategies, and uses proprietary modeling and AI tools while managing accounts primarily on a discretionary basis.

Amanda Grams is a financial advisor at Marietta Investment Partners, LLC with one year of industry experience. She holds a Series 65 designation and has been with Marietta Investment Partners in various capacities since 2014. Marietta Investment Partners provides investment advisory services to individuals, trusts, and institutional clients through discretionary portfolio management and a range of equity and ETF-only programs. The firm employs a disciplined, long-term growth-oriented approach focusing on high-quality companies and investment-grade fixed income, integrating proprietary ESG research for its ESG strategies and offering comparative performance reporting against benchmarks.

Patrice Gentile is a Series 66-licensed financial advisor at Landaas & Company with two years of industry experience. Prior to joining Landaas & Company, Patrice held positions in the hospitality sector, including roles at The Mothership, Balzac Wine Bar, Stone Creek Coffee, and Starbucks. Landaas & Company provides investment advisory and financial planning services to a broad range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management using mutual funds, ETFs, individual stocks and bonds, and alternative investments.

Kylee Paradowski is a financial advisor with Diversified Management Inc in Milwaukee, WI, holding a Series 65 designation and five years of industry experience. She has worked at Diversified Management since 2020 and previously held roles at Client First Investment Management, LLC, Kohl's Department Store, and the University of Wisconsin - Whitewater. Diversified Management Inc provides investment advisory, financial planning, and income tax services primarily to high-net-worth individuals, trusts, and estates. The firm emphasizes asset allocation and diversification, offering both personalized portfolio management for larger accounts and model-based investment options for smaller clients.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Steven Manders is a CFP® with 14 years of industry experience currently with BKM Wealth Management. Prior to joining BKM in 2023, he worked for Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2023. He holds an inactive Wisconsin law license and serves as a trustee or co-trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $652 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services centered on formal financial planning, combining active and passive investment strategies and independent manager evaluation.

Jill Grueninger is a CFA® charterholder with eight years of industry experience. She has been with Arcataur Capital Management LLC since 2017. Arcataur Capital Management provides discretionary investment management and 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 combines economic, fundamental, and technical analysis to manage diversified equity, fixed income, and balanced portfolios.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.

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.