Matthew Drvaric is a financial advisor at Riverwater Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Riverwater Partners since 2016. Prior to this, he was involved in Sound By Design for 14 years. Outside of his advisory role, he has a fee-sharing arrangement related to insurance commissions on structured settlements through referrals to Ringler Associates. Riverwater Partners provides investment management, wealth management, and financial planning services to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible-investing approach known as the Three Pillar Approach® and offers proprietary equity strategies alongside full-service wealth management and managed model portfolios.

William Morrison is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation with 12 years of industry experience. He has been with Highland Investment Advisors since 2013. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework centered on Growth, Risk Reduction, and Inflation Protection, utilizing model portfolios influenced by academic research and Modern Portfolio Theory, with a focus on small-cap and value equities.

Jeffrey Wozniak is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI. He holds Series 65 and Series 63 licenses and has seven years of industry experience, including prior roles at Principal Securities, Principal Life Insurance, and Wells Fargo Investments. Spectrum Investment Advisors serves institutional retirement-plan sponsors, individuals, trusts, and other entities by providing plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm employs a patented color-coded cyclical system and AI tools for portfolio construction and reporting.

Michael Peters is a CFA® charterholder with 15 years of industry experience and has been with Entasis Asset Management LLC since 2016. He is based in Brookfield, WI, and works as part of a five-advisor team. Entasis Asset Management provides investment advisory, financial planning, tax planning, and related services to individuals, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment approach driven by in-house research and a documented manager selection process, offering discretionary, tax-aware portfolio management alongside technology-enabled options and a range of specialized consulting services.

Bryan Becker is a financial advisor at Richardson Capital Management, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Landaas & Company and Richardson Financial Group. Richardson Capital Management serves individuals, businesses, trusts, estates, and charitable organizations with a range of investment management and wealth planning services. The firm employs diversified strategies across equities, fixed income, mutual funds, and ETFs, and offers family office services and account aggregation tools to provide clients with consolidated views of their investments.

Jean Golla is a financial advisor with Sikich Financial based in Brookfield, WI, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at Wells Fargo Bank, Morgan Stanley, LPL Financial, Johnson Wealth, and BMO Harris Financial Advisors. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs, and offers integrated investment management, financial planning, retirement plan consulting, and business succession planning.

Charles Eichner is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding a Series 66 designation and possessing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Princor Financial Services Corporation, among others. Outside of advising, he manages a tax preparation service as Managing Member of No Worries, Tax. 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 in its investment process and offers both discretionary and non-discretionary account management.

Ignatius Smetek is a CFA® charterholder with 23 years of industry experience. He has been with Arcataur Capital Management LLC since 2003. 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 approach that blends economic, fundamental, and technical analysis across diversified equity, fixed income, and balanced portfolios.

Marcos Rosado is a financial advisor at Spectrum Investment Advisors, Inc. He holds a Series 65 designation and has experience working at Spectrum Investment Advisors and HSA Bank. His background also includes roles at Taylor University and Eastbrook Academy. 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 uses balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and constructs portfolios primarily from no-load mutual funds and ETFs.

K. Robert Batchelor is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Entasis Asset Management LLC since 2016. He is also President of CSC Investments LLC, a non-investment business focused on personal real estate project oversight. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors, employing a Core/Completion philosophy with in-house research and a documented manager selection process.

Lucas Cahalane is a financial advisor with Operose Advisors LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Operose, his work experience includes roles at TKO Miller LLC and various other positions outside of the financial industry. 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 a range of services including investment policy development, asset allocation, portfolio construction, and access to private funds through the Operose Capital Funds.

Adam Stoeckler is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He currently works at Highland Investment Advisors LLC, where he has been since 2022, and previously operated Stoeckler Financial Advisory Services, LLC for 13 years. Outside of his advisory work, he serves as Deacon of Finance and a member of the Finance Committee at Lakewood Baptist Church, overseeing budgeting and financial management. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm uses a “GRIP” framework focused on growth, risk reduction, and inflation protection, employing model portfolios informed by academic research and Modern Portfolio Theory, with investment strategies that include Dimensional Fund Advisors funds, direct indexing, option-based hedging, and tax-aware trading.

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.

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.

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 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.