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 with Campbell Newman Asset Management Inc in Milwaukee, WI. He holds Series 65 and Series 66 credentials and has 23 years of industry experience. Prior to joining Campbell Newman in 2017, he worked at Artisan Partners Limited Partnership and Artisan Partners Distributors LLC for a decade and briefly at Touchstone Advisors Inc. Outside of his advisory role, he is a minority owner 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, managing equity-focused and balanced strategies. Their investment process is bottom-up and fundamental, supported by an Investment Committee and independent research.

Jamie Williams is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing Services, BANK of AMERICA, N.A., and Merrill. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations and integrates an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

Bradley Bodus is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Investment Services of America Inc, having previously worked at IAG Wealth Partners and held roles at the University of Wisconsin-Platteville and Express Employment Temp Agency. Capital Investment Services of America provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with customized portfolios using individual stocks, bonds, and ETFs.

William Theis is a financial advisor with LaSalle Investment Advisors, Inc., holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at LaSalle since 2017 and previously spent nine years with Freedom Investors Corp. In addition to his role at LaSalle, he provides brokerage services and portfolio management through Superior Financial Services. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in discretionary assets. The firm constructs diversified, client-specific asset allocation models and employs both long- and short-term investment strategies guided by an in-house investment committee.

Peter Lautmann is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding a Series 63 designation with 33 years of industry experience. He has been with Oarsman Capital since 2015. Oarsman Capital provides investment management, 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, sector diversification, and tax-efficient strategies while utilizing proprietary modeling and AI tools to support security evaluation and risk management.

Katherine Licau Gifford is a CFA® charterholder with three years of industry experience. She has been with KLCM Advisors, Inc. since 2004. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, value-oriented investment approach focused on equity research and traditional credit analysis, managing roughly $1.9 billion in assets with a small advisory team.

Sandra Miller is a financial advisor at Ellenbecker Investment Group with 10 years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2015. Outside of her advisory role, Miller serves on the fundraising committee for Calvary Baptist School. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and discretionary investment management, combining model portfolios and independent investment analysis with customized asset allocation tailored to client objectives.

Matthew Drvaric is a financial advisor at Riverwater Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Riverwater Partners since 2016. Prior to this, he was involved in Sound By Design for 14 years. Outside of his advisory role, he has a fee-sharing arrangement related to insurance commissions on structured settlements through referrals to Ringler Associates. Riverwater Partners provides investment management, wealth management, and financial planning services to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible-investing approach known as the Three Pillar Approach® and offers proprietary equity strategies alongside full-service wealth management and managed model portfolios.

William Morrison is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation with 12 years of industry experience. He has been with Highland Investment Advisors since 2013. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework centered on Growth, Risk Reduction, and Inflation Protection, utilizing model portfolios influenced by academic research and Modern Portfolio Theory, with a focus on small-cap and value equities.

Zachary Nowatzki is a financial advisor with Haese Financial Group Inc, holding Series 63 and Series 65 registrations and four years of industry experience. He has held roles at Superior Financial Services, Inc., Cetera Wealth Services, LLC, Northwestern Mutual, and other financial firms. Zachary is also registered as a representative with Superior Financial Services, Inc. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $47 million for around 100 client households, generally on a non-discretionary basis, using strategic, globally diversified asset allocations implemented primarily through no-load or low-load mutual funds and ETFs.

Jeffrey Wozniak is a financial advisor with Spectrum Investment Advisors, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Spectrum, he worked at Principal Securities and Principal Life Insurance for three years and spent 21 years with Wells Fargo Investments. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, providing plan consulting, wealth management, investment consulting, and financial planning. The firm employs a range of strategies including proprietary monitoring tools and AI governance, with a focus on both plan sponsors and individual portfolios.

Michael Peters is a CFA® charterholder with 15 years of industry experience and has been with Entasis Asset Management LLC since 2016. He is based in Brookfield, WI, and works as part of a five-advisor team. Entasis Asset Management provides investment advisory, financial planning, tax planning, and related services to individuals, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment approach driven by in-house research and a documented manager selection process, offering discretionary, tax-aware portfolio management alongside technology-enabled options and a range of specialized consulting services.

Bryan Becker is a financial advisor at Richardson Capital Management, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Landaas & Company and Richardson Financial Group. Richardson Capital Management serves individuals, businesses, trusts, estates, and charitable organizations with a range of investment management and wealth planning services. The firm employs diversified strategies across equities, fixed income, mutual funds, and ETFs, and offers family office services and account aggregation tools to provide clients with consolidated views of their investments.

Debra Melvin is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Cedar Creek Securities. She is also the author of a financial workbook for women titled *Finding your Worth & Wealth*. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm emphasizes a long-term, buy-and-hold approach and utilizes both model-based and custom strategies, often implementing investment solutions through LPL Financial’s platforms.

Jean Golla is a financial advisor at Sikich Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Bank, Morgan Stanley, LPL Financial, Johnson Bank, BMO Harris Financial Advisors, and other firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning with portfolio management and uses an asset-allocation approach informed by modern portfolio theory, employing both in-house and third-party managers across multiple platforms.

Charles Eichner is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding a Series 66 designation and possessing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Princor Financial Services Corporation, among others. Outside of advising, he manages a tax preparation service as Managing Member of No Worries, Tax. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary account management.

Christopher Mitchell is a CFP® professional with 23 years of industry experience. He is affiliated with IAG Wealth Partners, LLC and has worked at LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in client assets, serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. 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.

Ignatius Smetek is a CFA® charterholder with 23 years of industry experience. He has been with Arcataur Capital Management LLC since 2003. 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 approach that blends economic, fundamental, and technical analysis across diversified equity, fixed income, and balanced portfolios.

Catherine Watson is a financial advisor at Ellenbecker Investment Group with five years of industry experience. She holds the Series 65 designation and previously worked at FSR Wealth Management, Ltd and Raj Vora CPA. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm integrates independent research and technology, including AI-assisted tools, into its investment approach and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.