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.

Nicholas Newkirk is a financial advisor at Capital Investment Services of America Inc with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Milis Flatwork. His background also includes roles outside finance, such as at University of Wisconsin Oshkosh and Dlapa Construction. 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.

Tyler Skutnik is a financial advisor at Oarsman Capital, Inc with two years of industry experience. He holds a Series 65 designation and previously worked seven years at Sandlots of Salem. Oarsman Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, tax-efficient strategies, broad sector diversification, and uses proprietary modeling and AI-based tools to support security evaluation and risk management.

Nicholas Bauer is a CFA® charterholder with 22 years of industry experience, currently serving at Operose Advisors LLC. His career includes roles at Geneva Capital Management, Johnson Wealth, Cleary Gull, Ziegler Capital Management, B. C. Ziegler and Company, and Wolf Financial Management. He holds Series 63 and Series 65 licenses. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, businesses, corporations, foundations, retirement plans, and private funds. The firm offers customized investment policy development, portfolio construction, SMA manager oversight, retirement plan fiduciary services, financial planning, and operates private alternative funds.

Jeremy Ellis is a CFA® charterholder with 14 years of industry experience. He currently works at Campbell Newman Asset Management Inc, where he has been since 2021, following six years at Robert Baird & Co. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on bottom-up fundamental research and model portfolios.

Timothy Demuth is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He previously worked with Thrivent Advisor Network, Thrivent Financial for Lutherans, and Thrivent Investment Management. Outside of his advisory role, he is co-owner of TDK LLC, a company involved in building management and maintenance. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 clients through a 16-advisor team. The firm offers financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term asset allocation strategy using proprietary and third-party models.

Kristin Stanek is a financial advisor at Operose Advisors LLC in Milwaukee, WI, holding a Series 65 credential with six years of industry experience. She has been with Operose Advisors since 2018 and previously worked at Geneva Capital Management LLC from 2004 to 2017. Operose Advisors provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, families, trusts, and institutions. The firm offers customized portfolio management, investment policy development, and access to alternative investments, with a distinctive role as adviser and general partner to the Operose Capital Funds and an affiliated tax and accounting subsidiary.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Senglaub Financial Group and Northwestern Mutual. Christiansen is also licensed as an insurance agent in Wisconsin, offering insurance products alongside his advisory role. Drake & Associates is a multi-advisor team serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process using LSA Portfolio Analytics and primarily implements portfolios with ETFs, mutual funds, and equities, while incorporating AI-enabled tools to support client service.

Michael Hoelzl is a financial advisor at Landaas & Company with 12 years of industry experience. He holds a Series 66 designation and has been with Landaas & Company since 2012. Hoelzl is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm's clients as part of his role. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, and combines investment advisory, broker-dealer, and insurance services within a multi-team structure.

Steven Muzzey is a CFP® and Series 65-licensed advisor with four years of industry experience, currently with Capital Investment Services of America Inc. Prior to joining the firm, he worked at the University of Wisconsin and Lake Country Lutheran High School. 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.

Paul Muzzey is a CFA® charterholder with 35 years of industry experience, currently serving at Capital Investment Services of America Inc since 1989. He holds Series 63 and Series 65 licenses and is based in Milwaukee, WI. Capital Investment Services of America provides discretionary portfolio management and financial planning to a range of clients including individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs, and it is notable for disclosing performance results and maintaining a team of nine advisors overseeing over $1.3 billion in assets.

William Weber is a financial advisor at Arcataur Capital Management LLC with 18 years of industry experience. He holds the Series 63 designation and has worked at Arcataur since 2008. 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 high-net-worth and non-high-net-worth individuals and employs a top-down investment process that combines economic, fundamental, and technical analysis to construct diversified portfolios across equities and fixed income.

Jacob Newlin is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Drake & Associates, he worked at Edward Jones and has background experience in other non-financial roles. 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 focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing.

Charles Evans is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 credential with 7 years of industry experience at the firm. He is a member of Beltway Angels Tidewater LLC, an investment-related venture. Marietta Investment Partners is an employee-owned investment adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm emphasizes proprietary research and incorporates ESG considerations in its investment strategies.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab, HTLF/UMB Bank, Wisconsin Bank & Trust, and LPL Financial. 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 focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing and administration.

Charles Batchelor is a CFA® charterholder with 15 years of industry experience, currently serving at Entasis Asset Management LLC since 2016. He is part of a five-advisor team based in Brookfield, WI. Entasis Asset Management provides investment advisory, financial planning, tax planning, and non-investment management services to individuals, institutions, and retirement plans. The firm emphasizes a Core/Completion investment approach supported by proprietary research and a disciplined manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Jason Kausalik is a CFA® charterholder affiliated with Operose Advisors LLC in Milwaukee, WI. He has approximately seven years of experience in the financial services industry, including multiple roles at Northwestern Mutual before joining Operose Advisors in 2025. Operose Advisors provides discretionary and non-discretionary investment advisory services to a broad range of clients, including high-net-worth individuals, family offices, trusts, and corporations. The firm combines customized portfolio management with oversight of separately managed accounts and alternative investments, and it serves as both adviser and general partner to the Operose Capital Funds.

Michael Schmidt is a CFP® professional with 25 years of industry experience, currently serving at Diversified Management, Inc. in Milwaukee, WI. He has been with Diversified Management since 1996, contributing over 30 years to the firm’s operations. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering tailored investment advisory, financial planning, and income tax services. The firm utilizes a model-based investment approach focused on asset allocation and diversification, managing approximately $1.87 billion in assets across six advisors.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of six advisors managing over $650 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm uses a formal financial planning process and employs a mix of active and passive investment strategies to construct risk-adjusted, tax-aware portfolios.