Jeremy Ellis is a CFA® charterholder with 14 years of industry experience. He currently works at Campbell Newman Asset Management Inc, where he has been since 2021, following six years at Robert Baird & Co. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on bottom-up fundamental research and model portfolios.

George Schmidley is a financial advisor with Affiliated Financial Advisors Inc in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Affiliated Financial Advisors since 1992. Outside of advisory work, he is the owner and president of a tax preparation and insurance business and serves as founder and president of the nonprofit Hope Community Foundation, a 501(c) organization. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to individual, high-net-worth, institutional, and trust clients. The firm manages approximately $462 million in assets across a four-advisor team, using fundamental, technical, and cyclical analysis to develop recommendations that require client approval before execution.

Kristin Stanek is a Series 65 licensed financial advisor at Operose Advisors LLC with six years of industry experience. She has been with Operose Advisors since 2018 and previously worked at Geneva Capital Management LLC for 13 years. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm offers customized asset allocation strategies using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Senglaub Financial Group and Northwestern Mutual. Christiansen is also licensed as an insurance agent in Wisconsin, offering insurance products alongside his advisory role. Drake & Associates is a multi-advisor team serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process using LSA Portfolio Analytics and primarily implements portfolios with ETFs, mutual funds, and equities, while incorporating AI-enabled tools to support client service.

Michael Hoelzl is a financial advisor at Landaas & Company with 12 years of industry experience. He holds a Series 66 designation and has been with Landaas & Company since 2012. Hoelzl is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm's clients as part of his role. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, and combines investment advisory, broker-dealer, and insurance services within a multi-team structure.

Steven Muzzey is a CFP® and Series 65-licensed advisor with four years of industry experience, currently with Capital Investment Services of America Inc. Prior to joining the firm, he worked at the University of Wisconsin and Lake Country Lutheran High School. 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.

Paul Muzzey is a CFA® charterholder with 35 years of industry experience, currently serving at Capital Investment Services of America Inc since 1989. He holds Series 63 and Series 65 licenses and is based in Milwaukee, WI. Capital Investment Services of America provides discretionary portfolio management and financial planning to a range of clients including individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs, and it is notable for disclosing performance results and maintaining a team of nine advisors overseeing over $1.3 billion in assets.

William Weber is a financial advisor at Arcataur Capital Management LLC with 18 years of industry experience. He holds the Series 63 designation and has worked at Arcataur since 2008. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm serves both high-net-worth and non-high-net-worth individuals and employs a top-down investment process that combines economic, fundamental, and technical analysis to construct diversified portfolios across equities and fixed income.

Jacob Newlin is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Drake & Associates, he worked at Edward Jones and has background experience in other non-financial roles. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing.

Charles Evans is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 credential with 7 years of industry experience at the firm. He is a member of Beltway Angels Tidewater LLC, an investment-related venture. Marietta Investment Partners is an employee-owned investment adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm emphasizes proprietary research and incorporates ESG considerations in its investment strategies.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab, HTLF/UMB Bank, Wisconsin Bank & Trust, and LPL Financial. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing and administration.

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 CFP®, CFA®, and Series 65-registered advisor at Resonant Capital Advisors, LLC with four years of industry experience. He previously 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 is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm employs a forward-looking investment process tailored to client risk tolerance, blending active, passive, and factor strategies with a focus on bottom-up equity selection and higher-quality fixed income.

Jason Kausalik is a CFA® charterholder based in Milwaukee, WI, currently serving as an advisor at Operose Advisors LLC with one year of industry experience. He previously worked for Northwestern Mutual from 2017 to 2025 and has experience at the University of Wisconsin Milwaukee. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers investment policy development, asset allocation, third-party manager selection, and access to private funds through the Operose Capital Funds.

Michael Schmidt is a CFP® professional with 24 years of experience in financial advisory services. He has been with Diversified Management, Inc. since 1996. Diversified Management, Inc. primarily serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax planning and preparation. The firm emphasizes asset allocation and fundamental analysis, managing accounts mostly on a discretionary fee-only basis with a focus on diversified no-load mutual funds and model portfolios.

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.

Adam Peck is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Riverwater Partners LLC since 2016. He holds director roles at 636 Corp, a thermostat company, and Coral Gables Trust, a trust company, both involving monthly board and investment committee meetings. He was also involved with Arbel Growth Partners, a venture capital firm focused on the food sector, which is currently in wind down. Riverwater Partners provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible investing process called the Three Pillar Approach®, managing focused portfolios that include small- and micro-capitalization strategies, and serves both direct clients and third-party advisors.

Jonathan Costa is a financial advisor at Drake & Associates, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Bay Crest Partners LLC. Costa is also a licensed insurance agent in Wisconsin, providing clients with insurance advice alongside his advisory services. Drake & Associates manages approximately $607 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment approach using technology and AI-enabled tools to tailor asset allocation and support client servicing.

Mary Allmon is a CFP® and Series 65–licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. She has been with the firm since 2005. Marietta Investment Partners is an employee-owned SEC-registered investment adviser serving individuals, trusts, estates, and institutional clients, including insurance companies. The firm uses proprietary research and an ESG scoring overlay in its discretionary portfolio management, offering both customized global growth strategies and non-customized equity programs.

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.