Garren Agle is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Diversified Management, Inc. in Milwaukee, WI, where he has worked since 2006. He holds Series 65 and Series 66 licenses and is part of a six-advisor team. Diversified Management, Inc. primarily serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax planning and preparation. The firm emphasizes asset allocation and fundamental analysis, managing accounts on a discretionary, fee-only fiduciary basis with a focus on diversified no-load mutual funds and model portfolios.

Thomas Neumann is a financial advisor at Drake & Associates, LLC in Waukesha, WI, with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Huntington Investment Company, Wells Fargo Clearing, Wells Fargo Bank, Wells Capital Management, and Allspring Funds Management. Neumann serves as a board member of the Long Lake Protection District and is also a licensed insurance agent with Loft Financial Advisory Group, where he offers insurance products to clients. Drake & Associates provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a top-down, model-driven investment process with technology tools and manages approximately $607 million in client assets.

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 with Oarsman Capital, Inc. in Milwaukee, WI, holding a Series 63 designation and 21 years of industry experience. He has worked at Geneva Capital Management Ltd since 2007 and joined Oarsman Capital in 2022. Oarsman Capital offers investment-management services, including 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 low turnover, using proprietary modeling and AI tools to support security evaluation and risk management.

Patrick Weyer is a CFP® professional with nine years of industry experience. He is currently with Operose Advisors LLC and previously worked 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 individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers financial planning, consulting, and access to private funds through the Operose Capital Funds, using a combination of mutual funds, ETFs, alternative investments, and separately managed accounts.

Zoe Shanaver is a financial advisor at Landaas & Company with a Series 66 designation and one year of industry experience. Prior to joining Landaas & Company, she held various roles in the hospitality and retail sectors and was a full-time college student. She also worked for the United Way of Greater Milwaukee and Waukesha County. Landaas & Company provides investment advisory and financial planning services to individual investors, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

Ryan Radecki is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of finance, his background includes work with Chicago Trivia Guys and G4S Secure Solutions. 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 using technology and AI-enabled tools to tailor portfolios primarily composed of ETFs, mutual funds, and equities.

Ashley Fredricks is a financial advisor at Entasis Asset Management LLC with two years of industry experience. She holds the PFS™ designation and also owns Fredericks CPA LLC, a tax and accounting practice. Prior to joining Entasis, she worked at Dwayne Johnson & Associates, SC for two years. Entasis Asset Management serves individual clients, institutions, retirement plans, and other entities by providing investment advisory, financial planning, and tax planning services. The firm uses a Core/Completion investment approach combining in-house research and a documented manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Michael Richardson is a financial advisor with Richardson Capital Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Richardson Capital Management since 2007 and has been involved with Richardson Financial Group, Inc. since 1982, where he is also president and owner of an insurance sales business. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, portfolio analysis, and financial planning consulting. The firm employs a range of investment strategies across various asset classes and offers formal family office services and account aggregation tools to provide comprehensive client reporting.

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.

Maximilian Rusch is a CFP® with five years of industry experience, currently serving as an advisor at Transcend Advisor Group, LLC. He previously worked at Wealthspire Advisors and UBS Financial Services. His background also includes four years at the University of Wisconsin–Madison. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis, using both strategic and tactical asset allocation, and may engage in short-term trading and other advanced strategies aligned with client objectives.

Blair Jamieson is a CFP® with 14 years of experience in the financial services industry. He is affiliated with Transcend Advisor Group, LLC and has held positions at firms including Lion Street Financial and Principal Securities Inc. Outside of his advisory role, Mr. Jamieson is an independent insurance agent through Transcend Insurance Group and a part-owner of a commercial rental property in Milwaukee. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation, and commonly exercises discretionary trading authority in alignment with client investment policies.

Ryan Collier is a Financial Consultant based at the Brookfield Investor Center. He collaborates with clients to co-create and implement comprehensive financial plans, focusing on delivering consistent service throughout the financial planning process. Prior to his current role, Ryan worked as a Retirement Plan Advisor at Empower from 2018 to 2024. He holds an MBA in Finance from the University of Wisconsin Whitewater. Outside of his professional work, Ryan's personal interests include cooking and baking, fishing, fitness, social events with friends, parenthood, and reading.

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.

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.

Theodore Friedlander III is the sole advisor at Friedlander & Co. Inc. in Milwaukee, WI, with 44 years of industry experience. He has been with Friedlander & Co. Inc., a firm established in 1892, throughout his career. Friedlander & Co. provides separately managed portfolio services primarily to high-net-worth individuals, their related accounts, and a small number of foundations. The firm follows a long-term, value-oriented investment philosophy with low turnover and a buy-and-hold approach, focusing on equities including small- and micro-cap stocks, and typically manages multi-million dollar accounts on a non-discretionary basis.

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.