Anthony Drake is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Drake & Associates, LLC since 2010 and previously worked at Redhawk Wealth Advisors, Inc. from 2008 to 2010. In addition to his advisory role, he is a licensed insurance agent in Wisconsin, offering insurance products to clients. Drake & Associates, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $607 million in assets through a multi-advisor team, employing a model-driven investment process that incorporates technology and AI tools to support client service and administration.

Lucas Cahalane is a financial advisor with Operose Advisors LLC, holding a Series 65 designation and beginning his career in 2026. His prior experience includes roles at TKO Miller LLC and various positions while pursuing his studies. Operose Advisors provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, families, trusts, businesses, and private funds. The firm offers customized investment policy development, portfolio construction, and oversight of separately managed accounts, with a notable involvement as adviser and general partner to the Operose Capital Funds, which engage in alternative investments alongside traditional advisory activities.

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.

Benjamin L'empereur is a CFP® professional with three years of industry experience, currently serving at Ellenbecker Investment Group. He previously worked at Madison Partners and Russell Investments, among other firms. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations, integrates technology and AI for research and reporting, and offers affiliated tax and accounting services through a subsidiary staffed by CPAs and enrolled agents.

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.

Courtney Witthuhn is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2016. Ellenbecker Investment Group offers financial planning, portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates model portfolios, independent research, and technology, including AI-assisted tools, to provide tailored investment solutions and also includes an affiliated tax and accounting unit staffed by CPAs and enrolled agents.

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.

Nicholas Ziarek is a CFP® and CFA® with 14 years of industry experience. He has worked at Shakespeare Wealth Management, LLC since 2018 and previously spent five years at P.J. Schmidt Investment Management, Inc. He serves on multiple boards, including the FPA of Wisconsin (where he is president), the CFA Society of Milwaukee, and is involved with the UW-La Crosse Spellman Fund Advisory Board and a youth baseball league in Wauwatosa. Shakespeare Wealth Management is a six-advisor team managing approximately $642 million across more than 300 accounts. The firm serves individuals and corporate clients with discretionary portfolio management and comprehensive financial planning, using a model-driven, allocation-focused investment approach that emphasizes diversified holdings and academic return factors.

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.