Jean Golla is a financial advisor with Sikich Financial based in Brookfield, WI, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at Wells Fargo Bank, Morgan Stanley, LPL Financial, Johnson Wealth, and BMO Harris Financial Advisors. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs, and offers integrated investment management, financial planning, retirement plan consulting, and business succession planning.

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.

Marcos Rosado is a financial advisor at Spectrum Investment Advisors, Inc. He holds a Series 65 designation and has experience working at Spectrum Investment Advisors and HSA Bank. His background also includes roles at Taylor University 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 uses balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and constructs portfolios primarily from no-load mutual funds and ETFs.

John Maresh is a financial advisor with LaSalle Investment Advisors, Inc. in Pewaukee, WI, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with LaSalle Investments since 1995 and has also been associated with Superior Financial Services, Inc. since 2017. Outside of his advisory role, he provides insurance services, including life, disability, and long-term care policies. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in assets. The firm uses client-specific asset allocation models and a combination of analytical approaches, with an internal investment committee guiding decisions and quarterly portfolio reviews.

K. Robert Batchelor is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Entasis Asset Management LLC since 2016. He is also President of CSC Investments LLC, a non-investment business focused on personal real estate project oversight. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors, employing a Core/Completion philosophy with in-house research and a documented manager selection process.

Anthony Drake is a financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 65 designation with 17 years of industry experience. He has been with Drake & Associates since 2010. Outside of his advisory role, he is also a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach that incorporates model portfolios and utilizes third-party platforms for portfolio management and cash handling.

Lucas Cahalane is a financial advisor with Operose Advisors LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Operose, his work experience includes roles at TKO Miller LLC and various other positions outside of the financial industry. 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 a range of services including investment policy development, asset allocation, portfolio construction, and access to private funds through the Operose Capital Funds.

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 with Drake & Associates, LLC in Waukesha, WI, holding a Series 66 designation and beginning his advisory career in 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 facilities. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm employs a top-down, allocation-driven investment approach utilizing model portfolios and quantitative signals, with portfolios mainly composed of ETFs and mutual funds and supported by AI-enabled technology alongside human oversight.

Garren Agle is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Diversified Management, Inc. in Milwaukee, WI, where he has worked since 2006. He holds Series 65 and Series 66 licenses and is part of a six-advisor team. 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 on a discretionary, fee-only fiduciary basis with a focus on diversified no-load mutual funds and model portfolios.

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 with Drake & Associates, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining Drake & Associates in 2019, he worked at Huntington Investment Company and Wells Fargo affiliates. He serves as a board member for the Long Lake Protection District, where he participates in budgeting and lake management discussions. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach and utilizes model portfolios from LSA Portfolio Analytics, with custody at Charles Schwab.

Laura Schnoor is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 10 years of industry experience. She has held her position at Spectrum since 2015 and holds Series 63 and Series 65 designations. 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.

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.