William Gray is a financial advisor with Richmond Investment Services LLC, holding CFP® and Series 66 credentials and 22 years of industry experience. He previously worked at Robert Baird & Co. and LPL Financial before joining Richmond Investment Services in 2024. 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, and estate-planning consultations, emphasizing tailored asset allocation and ongoing supervision through various LPL-sponsored investment programs.

Amanda Grams is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI. She holds a Series 65 designation and has two years of industry experience. Grams has been with Marietta Investment Partners since 2014 in various roles. Marietta Investment Partners is an employee-owned investment adviser offering discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm emphasizes proprietary research to select growth-oriented securities, incorporates an ESG scoring overlay, and uses AI and data science tools with human oversight as part of its investment process.

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 Series 65-licensed financial advisor at Diversified Management Inc. in Milwaukee, WI, with six years of industry experience. Her work history includes roles at Client First Investment Management, LLC, Kohl's Department Store, and the University of Wisconsin - Whitewater. Diversified Management, Inc. serves high-net-worth individuals, trusts, and estates by providing investment advisory, financial planning, and income tax services. The firm emphasizes asset allocation and diversification, using fundamental analysis and no-load mutual funds, and manages approximately $1.87 billion in client assets across six advisors.

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.

Gabriel Gonzalez is a financial advisor at Retirable with one year of industry experience and holds a Series 66 designation. Prior to joining Retirable, he worked at Equitable Advisors, LLC and Northwestern Mutual. Outside of his advisory role, he volunteers as a Sunday School teacher at St. Roberts Catholic Parish and as a lacrosse coach in Ozaukee, Wisconsin. Retirable primarily serves individuals who are retired or approaching retirement, as well as trusts and retirement accounts, offering financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios with a fiduciary standard and uses client questionnaires and life-stage assumptions to develop retirement plans with ongoing portfolio monitoring and rebalancing.

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.

Steven Backus is a financial advisor at Operose Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Johnson Wealth Inc. for 18 years and Johnson Bank for four years. He is concurrently employed as a Senior Vice President Wealth Advisor at Johnson Bank. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers comprehensive financial planning and employs a multi-manager investment approach, including access to alternative investments through its Operose Capital Funds.

Brian White is a CFP® professional at Spectrum Investment Advisors, Inc., with 23 years of industry experience. He has been with Spectrum since 2007. Outside of his advisory role, he is a member of Spectrum Investment Center, LLC. Spectrum Investment Advisors serves institutional retirement-plan sponsors and individual clients, offering plan consulting, wealth management, investment consulting, and financial planning. The firm utilizes a color-coded cyclical system and AI tools under human oversight to construct portfolios primarily consisting of no-load mutual funds and ETFs.

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 previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2023. 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 based on formal financial planning, combining active and passive strategies across various asset classes and employs both discretionary and non-discretionary management approaches.

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.

Blaine Disrud is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Spectrum Investment Advisors, Inc., having previously worked at Annex Wealth Management, LLC and Voit & Company, LLC. Spectrum Investment Advisors serves retirement plan sponsors and individual investors, offering 401(k) and other plan consulting alongside wealth management and financial planning. The firm uses balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and typically constructs portfolios with no-load mutual funds and ETFs, monitoring accounts quarterly with discretionary management options.