Lucas Cahalane is a financial advisor with Operose Advisors LLC, holding a Series 65 designation and beginning his career in 2026. His prior experience includes roles at TKO Miller LLC and various positions while pursuing his studies. Operose Advisors provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, families, trusts, businesses, and private funds. The firm offers customized investment policy development, portfolio construction, and oversight of separately managed accounts, with a notable involvement as adviser and general partner to the Operose Capital Funds, which engage in alternative investments alongside traditional advisory activities.

Benjamin L'empereur is a CFP® professional with three years of industry experience, currently serving at Ellenbecker Investment Group. He previously worked at Madison Partners and Russell Investments, among other firms. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations, integrates technology and AI for research and reporting, and offers affiliated tax and accounting services through a subsidiary staffed by CPAs and enrolled agents.

Robert Phelps is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience, all of which has been with Oarsman Capital since 2000. Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, access to separately managed accounts, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, broad sector diversification, tax-efficient strategies, and typically manages accounts using a discretionary approach supported by proprietary modeling and AI-based tools.

Courtney Witthuhn is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2016. Ellenbecker Investment Group offers financial planning, portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates model portfolios, independent research, and technology, including AI-assisted tools, to provide tailored investment solutions and also includes an affiliated tax and accounting unit staffed by CPAs and enrolled agents.

Garren Agle is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He has been with Diversified Management, Inc. since 2006. Based in Milwaukee, WI, he holds Series 65 and Series 66 registrations. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, while offering a separate division for smaller account clients. The firm’s investment approach focuses on asset allocation and diversification using fundamental analysis, with services that include comprehensive financial planning and in-house tax support.

Laura Schnoor is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 10 years of industry experience. She has held her position at Spectrum since 2015 and holds Series 63 and Series 65 designations. 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.

Charles Allison III is a CFP® and ChFC® with 14 years of industry experience. He has worked at Oarsman Capital, Inc. since 2023, following prior roles at Johnson Bank and Johnson Wealth Inc. in Milwaukee, WI. Oarsman Capital, Inc. provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm uses customized portfolios emphasizing fundamentally-rated equities, broad sector diversification, and tax-efficient strategies, employing proprietary modeling and AI-based tools to support security evaluation and risk management.

Carter Abbott is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding a Series 65 designation and having one year of industry experience. Prior to joining Oarsman Capital, he worked at RW Baird for one year and spent ten years in education. Oarsman Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans, with a specialized division serving airline pilots and their families. The firm emphasizes fundamentally-rated equities, tax-efficient strategies, and uses proprietary modeling and AI tools to support portfolio construction and risk management.

Derek Pawlak is a financial advisor at Oarsman Capital, Inc with 21 years of industry experience. He holds a Series 63 designation and has previously worked at Geneva Capital Management Ltd, Ziegler Capital Management, LLC, B. C. Ziegler and Company, and Heartland Advisors, Inc. Pawlak has been with Oarsman Capital since 2022. Oarsman Capital serves individuals, trusts, institutions, and retirement plans by providing investment management, mutual fund and ETF model portfolios, access to separately managed accounts, financial planning, and retirement-plan advisory services. The firm emphasizes fundamentally-rated equities, sector diversification, tax-efficient strategies, and low turnover, utilizing proprietary modeling and AI-based tools to support investment decisions.

Patrick Weyer is a CFP® professional with nine years of industry experience, currently serving at Operose Advisors LLC since 2024. His previous roles include positions at Diversified Management, Inc., Landaas & Company, Securities Service Network, Choice Advisors, and Focused Tax Solutions. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, families, trusts, closely held businesses, and private funds. The firm employs customized investment policies and a range of portfolio management techniques, often integrating alternative investments and oversight by an internal Investment Committee.

Zoe Shanaver is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation. She joined the firm in 2025 and has no prior industry experience. Before entering the financial field, her background includes roles in the restaurant industry and volunteering with the United Way of Greater Milwaukee and Waukesha County. 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 uses both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives.

Michael Richardson is a financial advisor with Richardson Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Richardson Capital Management since 2007 and has been active in the financial services industry through Richardson Financial Group, Inc. since 1982, where he also serves as president and owner overseeing insurance sales. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and financial, tax, insurance, and estate planning. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles, and it offers account aggregation and supplemental reporting to provide consolidated views of clients’ investments.

Kristina Schnuckel is a CFP® with 18 years of industry experience currently serving at Ellenbecker Investment Group since 2014. Her prior roles include positions at SII Investments Inc and Landaas & Company. She is a board member and treasurer of West African Mercy Ministries and serves on the finance committee at Brooklife Church. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios guided by independent research and integrates technology, including AI-assisted tools, while maintaining human oversight for client services.

Dawn May is a financial advisor at Affiliated Financial Advisors Inc. in Milwaukee, WI, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Capital Financial Services, Inc. and Calton & Associates, Inc. Dawn is also licensed to sell fixed insurance products. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to a diverse client base, including individual, high-net-worth, institutional, and trust accounts. The firm employs a team of four advisors managing approximately $462 million in assets, using fundamental, technical, and cyclical analysis to develop client recommendations.

Scott Turza is a financial advisor at Arcataur Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arcataur since 2014. Arcataur Capital Management provides discretionary investment management and ongoing 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 process that blends economic, fundamental, and technical analysis to construct diversified portfolios emphasizing large-cap equities and investment-grade fixed income.

Christopher Becker is a CFP® professional with nine years of industry experience, currently affiliated with Richmond Investment Services LLC. His prior roles include positions at LPL Financial, Woita and Associates, and Northwestern Mutual. Becker maintains a notary public designation and operates a business entity named Retire With Style, LLC. 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, estate-planning consultations, and retirement plan consulting, implementing tailored asset allocation and ongoing supervision through various LPL-sponsored programs and its Strategic Wealth Management offering.

Kelsey Wagner is a financial advisor with PJS Wealth Partners in Cedarburg, Wisconsin, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at P.J. Schmidt Investment Management since 2020 and previously gained experience at The Vanguard Group, Wisconsin Womens Health Foundation, Northwestern Mutual, T. Anton Investment House, and the University of Wisconsin-Madison. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets and employs an investment process that incorporates fundamental, technical, cyclical, and qualitative analysis, overseen by a Chief Investment Officer and an Investment Committee.

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.

Martin Moser is a CFA® charterholder with seven years of industry experience. He has worked at Arcataur Capital Management LLC since 2018 and previously spent 22 years at Northwestern Mutual Investment Management Co, LLC and The Northwestern Mutual Life Insurance Co. Arcataur Capital Management provides discretionary investment management and ongoing financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm’s investment process combines economic, fundamental, and technical analysis to manage large-cap equity, fixed income, and balanced portfolios, with a focus on high-quality companies and investment-grade credit ratings.

David Becker is a financial advisor with 25 years of industry experience, currently serving at 1834 Investment Advisors Co. since 2013. He holds a Series 65 designation and previously worked at Premier Asset Management LLC from 2022 to 2023. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies guided by written Investment Policy Statements and operates as a wholly owned subsidiary of Old National Bancorp.