Ryan Janick is a financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 66 designation. He has been with Drake & Associates since 2025. Outside of his advisory role, he serves as a Field Referee at Boxhorn Gun Club, a sportsman club featuring trap, sporting clays, and 5 stand shooting activities. 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 uses a model-driven investment process tailored to client risk tolerance, primarily employing ETFs, mutual funds, and equities.

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.

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 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.

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.

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.

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 financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding CFP®, Series 66, and Series 63 designations and bringing 14 years of industry experience. His prior roles include positions at Lion Street Financial, Principal Securities Inc., and U.S. Bancorp Advisors, LLC. He is also an independent insurance agent through Transcend Insurance Group and a partial owner of a commercial rental property in Milwaukee. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting services to individuals, high-net-worth, and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation, regularly reviewing accounts and often exercising discretionary trading authority in line with client Investment Policy Statements.

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.

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.

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.