Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.

Steven Backus is a financial advisor at Operose Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Johnson Wealth Inc. for 18 years and Johnson Bank for four years. He is concurrently employed as a Senior Vice President Wealth Advisor at Johnson Bank. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers comprehensive financial planning and employs a multi-manager investment approach, including access to alternative investments through its Operose Capital Funds.

Jaclyn Gruber is a financial advisor at Oarsman Capital, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Johnson Wealth Inc. and Johnson Bank. Oarsman Capital provides investment-management services, model portfolios, 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 long-term holding, using a combination of mutual funds, ETFs, Independent Managers, and proprietary AI-based tools.

Jason Voelker is a CFP® professional with 21 years of industry experience, currently serving at Affiliated Financial Advisors Inc. in Milwaukee, WI. He has been with Affiliated Financial Advisors since 2002 and also works at Capital Financial Services, Inc. since 2003. Affiliated Financial Advisors, Inc. provides investment supervisory services to a diverse client base, including individuals, high-net-worth investors, institutional, and trust accounts. The firm operates on a non-discretionary basis, delivering portfolio analysis and recommendations across multiple asset classes while maintaining a higher client-to-advisor ratio than typical team firms.

William Manders is a financial advisor at BKM Wealth Management with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network and its affiliated entities from 2009 to 2023. BKM Wealth Management is a team of five advisors managing over $650 million across approximately 590 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses, offering wealth management services that include financial planning, portfolio management, independent manager selection, and insurance consulting.

Carson Biber is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, The Vanguard Group, Inc., and Charles Schwab. Outside of his advisory role, he is also a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach using model portfolios and third-party tools, and it incorporates active strategies and AI-assisted note-taking in client communications.

Kyle Tetting is a financial advisor with Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Landaas & Company since 2006. Tetting is a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company as part of his regular duties. Landaas & Company provides investment advisory and financial planning services to a broad client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management, consulting, and financial planning.

Lori Brook is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI. She holds a Series 65 designation and has been with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned advisory firm that provides discretionary portfolio management to individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth approach focused on high-quality equities, fixed-income holdings with shorter maturities, and tax-aware portfolio construction, and offers proprietary ESG research used for screening and proxy voting upon client request.

Salvatore Ferrito Jr. is a financial advisor at PlanVision, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm delivers written plans and ad-hoc consultations without imposing account minimums and emphasizes a long-term, simplified allocation philosophy favoring passive investments.

Kristina Alfini is a financial advisor at Drake & Associates, LLC with six years of industry experience. She holds a Series 65 credential and previously worked at Ellenbecker Investment Group and several other financial and wellness-related firms. Outside of her advisory role, she is also a certified yoga instructor. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based investment approach using model portfolios and third-party analytics, incorporating active strategies and AI tools, while maintaining custody through Charles Schwab.

Brian Gigl is a CFP® with nine years of industry experience, currently serving as a financial advisor at Riverwater Partners LLC. He previously worked at Johnson Wealth Inc. and Johnson Bank, with a combined tenure of ten years prior to joining Riverwater Partners. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and separately managed equity strategies. The firm employs a value-oriented, research-driven investment process combined with a responsible-investing focus and provides model portfolios to third-party advisers.

Randall Winkler is a CFP® with 24 years of industry experience, currently serving at Drake & Associates, LLC since 2022. He previously worked at H. Beck, Inc. and Annex Wealth Management, LLC. Outside of his advisory role, he is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, offering clients insurance products alongside financial advice. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based, top-down investment process using model portfolios and third-party platforms, and incorporates active strategies and AI-assisted meeting notes in its operations.

Steven Giles is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 63 designation with 26 years of industry experience. He has been with Landaas & Company since 2004. Mr. Giles is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts for firm clients as part of his work with Landaas & Company. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to construct diversified portfolios, offering discretionary and non-discretionary asset management across a variety of investment vehicles tailored to clients' risk tolerance and objectives.

Ryan Rink is a financial advisor at Shakespeare Wealth Management, LLC in Pewaukee, WI, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and Thrivent Investment Management. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven, allocation-focused investment approach that incorporates diversified mutual fund and ETF holdings, factor tilts, and third-party sub-advisers while providing clients with an online planning portal and regular reporting.

Jeffrey Allsop is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Capital Investment Services of America Inc since 1990. 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 employs a research-driven, team-based approach with individualized portfolios managed through stocks, bonds, and ETFs.

Andrea Bulen is a CFP® professional with 17 years of industry experience. She has been with Hogan Financial Management, LLC since 2004. Bulen is based in Pewaukee, WI, and is part of a six-advisor team at Shakespeare Wealth Management, LLC. Shakespeare Wealth Management serves individual clients, including high-net-worth individuals, and corporate entities. The firm employs a model-driven, allocation-focused investment approach with portfolios tailored to risk profiles, emphasizing diversified holdings in mutual funds and ETFs, and regularly rebalanced based on volatility.

Jeremy Keil is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Alongside, LLC, having previously worked at Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, Keil contributes as a member of the Missional Finance Team at Lakepoint Church, serves on the City of Muskego Board of Review, and writes bi-monthly articles for Kiplinger Adviser Intel. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, using model portfolios and third-party managers while maintaining oversight of manager alignment with client objectives.

Michael Johnson is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Arcataur Capital Management LLC since 2018. He is based in Milwaukee, WI, and is part of a seven-advisor team at the firm. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm employs a top-down investment approach combining economic, fundamental, and technical analysis to manage Large-Cap equity, investment-grade fixed income, and managed balance portfolios, with an emphasis on diversification and operational controls.

Jean Range is a CFP® professional with 24 years of industry experience and has been with Ellenbecker Investment Group since 2009. She is based in Waukesha, WI, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she teaches religious education at St. Leonard Catholic Church and volunteers on the raffle committee for the Women and Girls Fund of Waukesha County. Ellenbecker Investment Group serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, utilizing model portfolios and independent research to tailor client allocations, and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

John Bonnell is a financial advisor at Campbell Newman Asset Management Inc with 23 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at Campbell Newman since 2017. Prior to that, he spent ten years at Artisan Partners Limited Partnership and Artisan Partners Distributors LLC. Outside of finance, he is a minority owner and non-management member of Capriotti's Sandwich Shop through Red 27, LLC. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients and high net worth individuals, employing a bottom-up, fundamental investment approach focused on equity strategies and balanced legacy offerings. The firm is notable for its operational features such as firm-level performance reporting, wrap fee program management, and supplying investment models to other advisers.