Elizabeth Walter is a financial advisor at Spectrum Investment Advisors, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Spectrum since 2018, with prior roles at US Bancorp Fund Services and Whitefish Bay Schools. Spectrum Investment Advisors serves institutional retirement-plan sponsors and individual clients, providing plan consulting, wealth management, investment consulting, and financial planning. The firm emphasizes written investment policies, portfolio monitoring, and employs proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and a patented cyclical analysis system.

Alicia Theisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with The MilWealth Group, LLC since 2018, following five years at McCarthy Grittinger Financial Group, LLC. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and select corporate accounts. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and US Treasuries, and integrates artificial intelligence tools with human oversight to support its investment decisions.

Katie Murphy is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 65 and Series 66 licenses and having 12 years of industry experience. Her prior experience includes roles at Russell Investments and a period as a homemaker. She has been with Ellenbecker Investment Group since 2017. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs model portfolios supported by independent research and integrates technology, including AI-assisted tools, while maintaining human oversight in client services.

Patrick Sommerfield Jr. is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning services to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across 454 client relationships and employs a multi-faceted investment process supported by a Chief Investment Officer and an Investment Committee.

John Kurcz is a CFP® professional with nine years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Advisor Network, Thrivent Financial, Cabot Lodge Securities, and Premier Legacy Wealth Management. He is also active as an insurance agent through Keli Financial Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers fractional family-office services and emphasizes disciplined, long-term diversified asset allocation using model portfolios and third-party manager oversight.

Anne Sapienza is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial and IAG Wealth Partners since 2009. Sapienza serves on the board of Shorehaven, a nonprofit continuing care retirement community. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, utilizing both model-based and custom investment strategies. The firm primarily services clients through LPL-sponsored programs with a focus on long-term, buy-and-hold investment approaches.

Kelly Merten is a financial advisor at PJS Wealth Partners with 22 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, charitable, and corporate clients. The firm manages approximately $852 million in client assets and employs a multi-faceted investment approach overseen by a Chief Investment Officer and an Investment Committee, with a distinctive use of approved AI tools under human supervision.

Paul Minick is a CFP® with six years of industry experience, currently serving as a financial advisor at Spectrum Investment Advisors, Inc. since 2019. He previously worked at Bank of America for 21 years. 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, and typically constructs portfolios using no-load mutual funds and ETFs, with discretionary management options available.

John Majewski is a financial advisor at Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at DBHW Wealth Partners and Zarletti. 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 employs a top-down, model-driven investment process and utilizes technology, including AI-enabled tools, to support client service and administrative workflows.

Mark Steele is a financial advisor with Richardson Capital Management, LLC and holds a Series 65 credential. He has six years of industry experience and has previously worked at Richardson Financial Group, Brunsell Lumber & Millwork, and Ver Halen, Inc. Outside of his advisory role, he owns MDS Solutions, LLC, a company that sells Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations by providing investment management, wealth management, family office services, and consulting on financial, tax, insurance, and estate planning matters. The firm employs a comprehensive investment approach using equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, along with account aggregation and comprehensive reporting tools.

William Berrall is a financial advisor at BKM Wealth Management with 48 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of five advisors managing over $650 million for a diverse client base that includes individuals, high-net-worth clients, retirement plans, and businesses. The firm offers wealth management services centered on formal financial planning, employing risk-adjusted, tax-aware asset allocations through a combination of active and passive strategies.

Evan Salentine is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Alongside, he worked at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, Salentine owns Salentine's ACT Prep, an ACT tutoring business he has operated since 2018, and is part-owner of a commercial condo development project. Alongside, LLC is an SEC-registered advisory firm serving over 2,100 client relationships with a team of 16 advisors. The firm offers comprehensive financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term investment approach based on Modern Portfolio Theory and multiple analytical methods.

Kiefer Baumbach is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Robert W. Baird and LPL Financial, as well as positions with the University of Wisconsin Milwaukee Athletic Department and the Milwaukee Admirals. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm employs a long-term, buy-and-hold strategy and offers model-based and customized investment portfolios, often utilizing LPL’s Strategic Wealth Management program.

Daniel Dedecker Jr. is a financial advisor at Spectrum Investment Advisors, Inc. with seven years of industry experience. He holds the Series 65 designation and has worked previously at Alpha Investment Consulting and BMO Harris Bank. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, providing plan consulting, wealth management, investment consulting, and standalone financial planning. The firm emphasizes written investment policy formation, plan monitoring, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and a patented cyclical analysis system in its portfolio management.

Scott Conger is a financial advisor at PJS Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including PJ Schmidt Investment Management, BMO Harris Bank, PPCM, Inc., and Pennant Management Inc. He is based in Cedarburg, Wisconsin. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm combines multiple investment analyses with model portfolios overseen by a Chief Investment Officer and an Investment Committee, managing approximately $852 million across 454 client relationships.

Kristen Carioti is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI. She has one year of industry experience and previously worked for nine years at Mount Mary University in various capacities. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm employs portfolio management using no-load mutual funds and ETFs, a proprietary monitoring system, and incorporates AI tools overseen by a dedicated committee.

Anthony Trindade is a financial advisor with Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 credential and has one year of industry experience, including prior roles at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. 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 supported by technology and manages approximately $607 million in client assets across several thousand relationships.

Kevin Perlberg is a CFP® with 39 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has a long tenure at Blackhawk, dating back to 1984, and has held roles with multiple firms including Lion Street and KPDT, LLC. Outside of advisory work, he is the owner and producer of Lion Street, a non-variable insurance business. Blackhawk Capital Partners, LLC is an independent firm providing discretionary portfolio management, financial planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and businesses. The firm employs quantitative methods to evaluate investments and offers services such as model portfolio management and sub-advisory through third-party platforms.

Amy Finley is a CFP® with 24 years of industry experience, currently serving as an advisor at The MilWealth Group, LLC in Milwaukee, WI. She has been with the firm, formerly known as McCarthy Grittinger Financial Group, since 2016. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and select corporate accounts. The firm employs a traditional asset-allocation approach, uses an Investment Committee to conduct due diligence, and incorporates artificial intelligence tools under human oversight in its investment process.

Jacqueline Schneider is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. She has been with The MilWealth Group, LLC since 2014, contributing to the firm’s advisory team in Milwaukee, WI. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm employs a model-portfolio approach focused on asset allocation, primarily investing in mutual funds and ETFs, and offers additional services such as tax preparation and retirement plan advisory.