Manuel Rosado is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Spectrum Investment Advisors since 2005. Outside of his advisory role, Rosado serves as a bank director for Port Washington State Bank and is a member of the school board at 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 employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, constructing portfolios primarily from no-load mutual funds and ETFs.

Emma Curtsinger is a financial advisor at PJS Investment Management with Series 65 credentials and two years of industry experience. Prior to joining PJS, she held roles at KeyBank and worked in various service and retail positions while completing her studies at the University of Dayton. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, managing approximately $787 million in assets across 462 client relationships.

Kyle Bence is a financial advisor at IAG Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Integra Machine Tool and ZIN - Uncommon California Italian. Outside of his advisory role, he is also a registered representative of LPL Financial, providing brokerage products to clients. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs to implement client strategies.

Jacob Newlin is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Edward Jones. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm uses a top-down, allocation-driven investment process with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds while employing technology and human oversight.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, HTLF/UMB Bank, and Wisconsin Bank & Trust. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, with portfolios mainly implemented through ETFs and mutual funds.

Charles Batchelor is a CFA® charterholder with 15 years of industry experience, currently serving at Entasis Asset Management LLC since 2016. He is part of a five-advisor team based in Brookfield, WI. Entasis Asset Management provides investment advisory, financial planning, tax planning, and non-investment management services to individuals, institutions, and retirement plans. The firm emphasizes a Core/Completion investment approach supported by proprietary research and a disciplined manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Joshua Zahn is a financial advisor at Resonant Capital Advisors, LLC, holding the CFP®, CFA®, and Series 65 credentials with three years of industry experience. Prior to joining Resonant Capital Advisors, he worked at Orgel Wealth Management and has taught an Advanced Wealth Management class at the University of Wisconsin-Eau Claire College of Business. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and integrates affiliated accounting and tax advisory services.

Jonathan Marshall is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Spectrum Investment Advisors since 2003. 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, with ongoing quarterly monitoring.

Joshua Boris is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Richmond Investment Services LLC and has prior experience at Allianz Life Insurance Company of North America and LPL Financial. Richmond Investment Services provides discretionary and non-discretionary investment advisory services, financial and estate planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves approximately 877 clients with portfolios constructed using economic, fundamental, and technical analysis, and maintains a close operational relationship with LPL Financial.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Berrall serves as a trustee for the BKM Wealth Management 401(k) plan. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm offers wealth management services focused on a formal financial planning process, using a combination of active and passive strategies and providing investment management, independent manager selection, and insurance consulting.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with both IAG Wealth Partners and LPL Financial since 2013 and 2014, respectively. IAG Wealth Partners manages approximately $1.585 billion in client assets across more than 2,200 relationships, offering financial planning, consulting, and portfolio management for individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach, utilizing both model-based and customized strategies, and frequently incorporates third-party managers and LPL-sponsored advisory programs.

Jill Stock is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Spectrum, she worked at Wisconsin Athletic Club and operated Real Fit, LLC for ten years. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting as well as wealth management and financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ for fund ranking and reporting.

Jonathan Costa is a financial advisor with Drake & Associates, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments and Bay Crest Partners LLC. Outside of advising, he is a licensed insurance agent in Wisconsin, offering clients insurance products through Loft Financial Advisory Group, LLC. Drake & Associates provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, with portfolios mainly implemented through ETFs and mutual funds.

Ralph Bultman is a financial advisor with Coordinated Capital Securities, Inc. in Brookfield, WI. He holds a Series 63 designation and has 36 years of industry experience, including 19 years with Coordinated Capital Securities. In addition to his advisory role, he is an independent insurance agent and life settlement facilitator. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm manages approximately $137 million across a team of 16 financial professionals, offering both discretionary and non-discretionary programs with a range of investment strategies including tactical and strategic asset allocation.

Suzanne Weeden is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 65 and Series 63 credentials with 11 years of industry experience. She has worked with Spectrum Investment Advisors since 2014. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, estates, and other entities. The firm provides plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning, using a blend of no-load mutual funds, ETFs, and alternative strategies alongside proprietary tools and AI oversight.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. His background includes roles at LPL Financial, Annex Wealth Management, and H. Beck Inc., as well as a lengthy career with the New Berlin Police Department. He also has a teaching role at Waukesha County Technical College. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management services with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and incorporates third-party managers and LPL-sponsored advisory programs.

Jonathon Jesse is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Spectrum in 2022, he worked at the International Housewares Association from 2016 to 2020. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by offering 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, typically using no-load mutual funds and ETFs, with portfolios monitored quarterly and managed on a discretionary basis as needed.

Nate Turcotte is a Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Planners to develop financial plans tailored to their goals. Nate focuses on understanding clients and their families to co-create financial strategies, utilizing Fidelity's tools and resources to support confident financial decisions. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience from 2020 through 2022. Nate's approach emphasizes clear communication and efficient use of clients' time and energy. Outside of his professional responsibilities, he engages in a variety of outdoor activities including fishing, hiking, kayaking, and other family-centered adventures.

Jacob Hornak is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at The MilWealth Group, LLC (formerly McCarthy Grittinger Financial Group) since 2017 and has also been affiliated with Living As A Leader and the University of Wisconsin Milwaukee. The MilWealth Group offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and some corporate accounts. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and U.S. Treasuries, and incorporates artificial intelligence tools under formal oversight policies.

Scott Keipper is a financial advisor at Highland Investment Advisors LLC with 20 years of industry experience. He holds the PFS™ designation and previously worked at Professional Management of Milwaukee, Inc. for 18 years. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm follows a “GRIP” framework focusing on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.