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.

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.

Anne Sapienza is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial and IAG Wealth Partners since 2009. Sapienza serves on the board of Shorehaven, a nonprofit continuing care retirement community. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, utilizing both model-based and custom investment strategies. The firm primarily services clients through LPL-sponsored programs with a focus on long-term, buy-and-hold investment approaches.

Ameet Kamath is a financial advisor at Capital Investment Services of America Inc with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with the firm since 2004. 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 approach with individualized portfolios and active fixed-income management, overseeing over $1.3 billion in client assets across approximately 900 client relationships.

Jack Gloss is a financial advisor at Landaas & Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Funds Distributor, Wells Fargo Clearing Services, and TD Ameritrade. 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 employs both fundamental and technical analysis to construct diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management alongside consulting and financial planning.

John Majewski is a financial advisor at Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at DBHW Wealth Partners and Zarletti. 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 employs a top-down, model-driven investment process and utilizes technology, including AI-enabled tools, to support client service and administrative workflows.

Carl Fuda is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI, with 26 years of industry experience. He has been with Kitzinger, Lautmann Capital Management Inc. since 1998. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in discretionary assets with a small advisory team.

Ruth Benben is a Series 65-licensed advisor at Capital Investment Services of America Inc with 15 years of industry experience. She has been with the firm since 1989. 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.

William Berrall is a financial advisor at BKM Wealth Management with 48 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of five advisors managing over $650 million for a diverse client base that includes individuals, high-net-worth clients, retirement plans, and businesses. The firm offers wealth management services centered on formal financial planning, employing risk-adjusted, tax-aware asset allocations through a combination of active and passive strategies.

Evan Salentine is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Alongside, he worked at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, Salentine owns Salentine's ACT Prep, an ACT tutoring business he has operated since 2018, and is part-owner of a commercial condo development project. Alongside, LLC is an SEC-registered advisory firm serving over 2,100 client relationships with a team of 16 advisors. The firm offers comprehensive financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term investment approach based on Modern Portfolio Theory and multiple analytical methods.

Chad Thistle is a CFP® and holds a Series 66 designation with 21 years of industry experience. He has been with Diversified Management, Inc. in Milwaukee, WI since 2004, serving as part of a six-advisor team. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, while also providing services to smaller accounts through its Cream City Investment Services platform. The firm focuses on asset allocation and diversification via fundamental analysis, offering model-based portfolio management and integrated tax planning and preparation.

Kiefer Baumbach is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Robert W. Baird and LPL Financial, as well as positions with the University of Wisconsin Milwaukee Athletic Department and the Milwaukee Admirals. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm employs a long-term, buy-and-hold strategy and offers model-based and customized investment portfolios, often utilizing LPL’s Strategic Wealth Management program.

Robert Landaas is a financial advisor at Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has been with Landaas & Company since 1989. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.

Guy Eckman is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Diversified Management, Inc., where he has worked for three years. His prior roles include positions at Midwest Heritage Financial Services and Securities America, Inc. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, comprehensive financial planning, and income tax services. The firm emphasizes asset allocation and diversification, managing portfolios through a combination of fundamental analysis and model-based strategies, and provides both individualized advisory relationships and a model portfolio platform for clients with smaller accounts.

Sam Kuklinski is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Transcend Advisor Group, LLC. His prior experience includes roles at Ameriprise and Northwestern Mutual. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting services to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.