Corrine Bultman is a financial advisor at Coordinated Capital Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Coordinated Capital Securities since 2007. Outside of her advisory role, she is an independent insurance agent specializing in group life, long-term and short-term disability, long-term care, health, vision, and dental insurance. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Kendall Bauer is a financial advisor at Landaas & Company in Milwaukee, WI, with 11 years of industry experience. He holds the Series 66 designation and has been with Landaas & Company since 2014. Bauer is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering both advisory and brokerage services along with insurance product implementations.

Marina Moths is a financial advisor at Spectrum Investment Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at OneAmerica Securities and BMO Investment Distributors. Spectrum Investment Advisors serves retirement plan sponsors and individual investors, offering 401(k) and other plan consulting along with wealth management and financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, implementing portfolios primarily with no-load mutual funds and ETFs.

James Marshall is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Spectrum Investment Advisors since 2009. 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, typically using no-load mutual funds and ETFs, with portfolios monitored quarterly and managed on a discretionary basis as needed.

Brian Ellenbecker is a CFP® with 26 years of industry experience, currently serving at Shakespeare Wealth Management, LLC since 2020. His prior roles include 15 years at Robert W Baird & Co and earlier positions at Eagle Strategies and Strong Capital Management Inc. He is president of the Milwaukee Tennis & Education Foundation. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $642 million across 312 accounts with a six-advisor team. The firm uses a model-driven, allocation-focused investment approach with diversified holdings in mutual funds and ETFs and provides discretionary portfolio management alongside comprehensive financial planning.

Ryan Strankowski is a financial advisor at Spectrum Investment Advisors, Inc. with 13 years of industry experience. He has held his current role at Spectrum Investment Advisors since 2016 and holds a Series 65 designation. Spectrum Investment Advisors serves institutional retirement-plan sponsors, individuals, trusts, estates, and other entities by providing plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm’s investment approach includes portfolio management using no-load mutual funds and ETFs, a patented cyclical analysis system, and the use of AI tools with human oversight.

Joseph Lo Coco is a financial advisor at Arcataur Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including OSAIC, SagePoint Financial, Retirement Advocates, Retirement Wealth Advisors, and Fliess Financial Services. 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 diversified portfolios, using broad index ETFs to serve smaller accounts alongside high-net-worth clients.

Mark Sailer is a CFA® charterholder affiliated with KLCM Advisors, Inc. in Milwaukee, WI, where he has worked since 2002. He holds the Series 63 designation and has two years of industry experience. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in assets with an emphasis on separate accounts across value equity, balanced, and fixed income strategies.

Bradley Allen is a financial advisor with Drake & Associates, LLC in Waukesha, WI, holding a Series 65 credential and possessing nine years of industry experience. He has been with Drake & Associates since 2015. Additionally, he works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through a multi-advisor team managing approximately $607 million in client assets. The firm employs a model-driven investment approach using LSA Portfolio Analytics and incorporates technology, including AI tools, to support client servicing and administrative functions.

Matthew Kulakow is a financial advisor at Operose Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Annex Wealth Management, Sikich, LLC, and Andaloro, Smith, & Krueger, LLP. Kulakow is also involved with Operose Tax Services, LLC, which provides tax return review and preparation without additional compensation. Operose Advisors provides discretionary and non-discretionary investment advice to a diverse client base including individuals, families, family offices, trusts, and private funds. The firm offers 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.

Joshua Oswald is a financial advisor at IAG Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has worked at IAG Wealth Partners and LPL Financial since 2022. Outside of his advisory role, he works part-time delivering for DoorDash and is employed seasonally at The Ingleside Hotel. IAG Wealth Partners manages approximately $1.6 billion in client assets across over 2,200 relationships. The firm serves individual and high-net-worth clients with a long-term, buy-and-hold investment approach, offering both model-based and custom portfolio strategies, and utilizes a range of third-party managers and LPL-sponsored advisory programs.

Tricia Sendelbach is a financial advisor at Spectrum Investment Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya and OneAmerica in various capacities over the past decade. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and other entities, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and financial planning. The firm emphasizes written investment policy formation, ongoing monitoring, and uses proprietary tools like the Spectrum Investor® Fund Monitoring Scorecard™ to support its services.

Malachi Hummel is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities 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 to tailor portfolios primarily using ETFs, mutual funds, and equities, and manages approximately $607 million in client assets.

Tammy Niemann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 65 designation and has previously worked at Prosperity Mortgage, Wintrust Financial, and Associated Bank. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, combining model portfolios and independent investment analysis with tailored asset allocation and ongoing management.

Jesse Sindorf is a financial advisor with IAG Wealth Partners, LLC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has worked at LPL Financial, LLC since 2017 and at IAG Wealth Partners, LLC since 2016. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients, with many client relationships implemented through LPL-sponsored programs. The firm generally favors a long-term, buy-and-hold approach and offers both model-based and custom investment strategies.

Eric Suttmiller is a financial advisor at Oarsman Capital, Inc. He holds the Series 65 designation and has five years of industry experience. Prior to joining Oarsman Capital in 2020, he worked for eleven years at Burke Candy and Ingredients. Oarsman Capital provides investment-management services, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, diversified sector exposure, tax-efficient strategies, and a long-term holding approach, utilizing model asset allocations, independent managers, and AI-based tools in portfolio management.

Benjamin Kebbekus is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oarsman Capital since 2004. Prior to that, he worked at Painewebber Incorporated. Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, 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, tax-efficient strategies, and uses proprietary modeling and AI-based tools to support security evaluation and risk management.

Matthew Miler is a CFP® and holds a Series 65 license, with 17 years of experience in the financial services industry. He is currently with The MilWealth Group, LLC, where he has been since 2021, including its prior iteration as McCarthy Grittinger Financial Group. Outside of his advisory role, he serves as a course instructor for the International Foundation of Employee Benefit Plans, teaching Investment Basics. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate accounts. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation and retirement plan advisory.

Michael Egan is a CFP® with 22 years of industry experience and has been with Diversified Management, Inc. in Milwaukee, WI since 1998. He holds a Series 63 license and is part of a six-advisor team at the firm. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax services. The firm emphasizes asset allocation and fundamental analysis, managing assets on a discretionary, fee-only fiduciary basis with a focus on diversified no-load mutual funds and model portfolios.

Chase Lakari is a financial advisor at Drake & Associates, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments and State Farm. Outside of finance, he has been a sales manager for Wolf Creek Productions, an outdoor media production company, since 2019. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment approach using LSA Portfolio Analytics to tailor asset allocations, primarily implementing portfolios with ETFs, mutual funds, and equities.