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.

Maximilian Rusch is a CFP® with five years of industry experience, currently serving as an advisor at Transcend Advisor Group, LLC. He previously worked at Wealthspire Advisors and UBS Financial Services. His background also includes four years at the University of Wisconsin–Madison. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis, using both strategic and tactical asset allocation, and may engage in short-term trading and other advanced strategies aligned with client objectives.

Blair Jamieson is a CFP® with 14 years of industry experience. He is currently with Transcend Advisor Group, LLC and has previously worked at Lion Street Financial, Principal Securities Inc, and Principal Life Insurance Company. Outside of advising, he is an independent insurance agent and a partial owner of a commercial rental property in Milwaukee. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individual, high-net-worth, and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation, managing both discretionary and non-discretionary accounts.

Christopher Becker is a CFP® with eight years of industry experience, currently serving as an advisor at Richmond Investment Services LLC. His prior experience includes roles at LPL Financial LLC, Woita and Associates, and Northwestern Mutual. Becker is also a notary and operates Retire With Style, LLC, a separate business entity. Richmond Investment Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm employs tailored portfolios using a mix of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Ryan Collier is a Financial Consultant based at the Brookfield Investor Center. He collaborates with clients to co-create and implement comprehensive financial plans, focusing on delivering consistent service throughout the financial planning process. Prior to his current role, Ryan worked as a Retirement Plan Advisor at Empower from 2018 to 2024. He holds an MBA in Finance from the University of Wisconsin Whitewater. Outside of his professional work, Ryan's personal interests include cooking and baking, fishing, fitness, social events with friends, parenthood, and reading.

Elizabeth Walter is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to joining Spectrum in 2018, she worked at Us Bancorp Fund Services as a consultant and held roles at Whitefish Bay Schools and 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, and typically constructs portfolios using no-load mutual funds and ETFs, with regular monitoring and discretionary management options.

Alicia Theisen is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with The MilWealth Group, LLC since 2014, including its predecessor McCarthy Grittinger Financial Group. The MilWealth Group provides discretionary investment management and comprehensive financial planning primarily to individuals, high-net-worth clients, and some corporate accounts. The firm uses a traditional asset-allocation strategy and incorporates artificial intelligence tools under formal oversight in its investment process.

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.

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.

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.

Paul Minick is a CFP® with six years of industry experience, currently serving as a financial advisor at Spectrum Investment Advisors, Inc. since 2019. He previously worked at Bank of America for 21 years. 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 discretionary management options available.

John Majewski is a financial advisor at Drake & Associates, LLC with a Series 65 credential. He has experience working at Drake & Associates since 2026 and previously at DBHW Wealth Partners and Zarletti. Prior to his advisory roles, he worked at Papa Murphey's from 2018 to 2022. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $607 million across a 14-advisor team, using a top-down, allocation-driven investment approach with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds.

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.

Mark Steele is a financial advisor with Richardson Capital Management, LLC and holds a Series 65 credential. He has six years of industry experience and has previously worked at Richardson Financial Group, Brunsell Lumber & Millwork, and Ver Halen, Inc. Outside of his advisory role, he owns MDS Solutions, LLC, a company that sells Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations by providing investment management, wealth management, family office services, and consulting on financial, tax, insurance, and estate planning matters. The firm employs a comprehensive investment approach using equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, along with account aggregation and comprehensive reporting tools.

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 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2023. BKM Wealth Management is a team of five advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services based on formal financial planning and employs a mix of active and passive investment strategies, including independent manager selection and insurance consulting.

Evan Salentine is a financial advisor at Alongside, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, he owns and operates Salentine's ACT Prep, an ACT tutoring business, and is a part-owner of a commercial condo development project. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and supervises third-party managers and model providers, offering fractional family-office services through an affiliated entity.