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.

Chad Thistle is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Diversified Management, Inc. since 2004. Diversified Management, Inc. serves primarily 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 fiduciary basis, and maintains a separate channel for clients with smaller account sizes through model portfolios.

Robert Landaas is a financial advisor at Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has been with Landaas & Company since 1989. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.

Guy Eckman is a CFP® professional with six years of experience in financial advisory. He is currently with Diversified Management, Inc. in Milwaukee, WI, where he has been since 2023. Prior to that, he worked at Midwest Heritage Financial Services and Securities America, Inc. He holds the Series 66 registration. Diversified Management, Inc. provides investment advisory, financial planning, and income tax services primarily to high-net-worth individuals, trusts, and estates. The firm emphasizes asset allocation and diversification using fundamental analysis and no-load mutual funds, managing approximately $1.87 billion in client assets across six advisors.

Daniel Dedecker Jr. is a financial advisor at Spectrum Investment Advisors, Inc. with seven years of industry experience. He holds the Series 65 designation and has worked previously at Alpha Investment Consulting and BMO Harris Bank. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, providing plan consulting, wealth management, investment consulting, and standalone financial planning. The firm emphasizes written investment policy formation, plan monitoring, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and a patented cyclical analysis system in its portfolio management.

Scott Conger is a Series 65-licensed financial advisor with PJS Investment Management in Cedarburg, WI, bringing 11 years of industry experience. He has worked at PJS Investment Management since 2018 and previously at BMO Harris Bank from 2016 to 2018. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm manages approximately $787 million in assets across about 462 client relationships, utilizing a blended investment process that combines multiple analytical approaches and employs both individual securities and model portfolios.

Sam Kuklinski is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Transcend Advisor Group, LLC. His prior experience includes roles at Ameriprise and Northwestern Mutual. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting services to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.

Colin Mullen is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation. He joined the firm in 2026 and has varied work experience including roles in educational and recreational settings prior to his current position. 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 fundamental and technical analysis to construct diversified portfolios tailored to clients’ risk tolerance and objectives.

Kristen Carioti is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI. She has one year of industry experience and previously worked for nine years at Mount Mary University in various capacities. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm employs portfolio management using no-load mutual funds and ETFs, a proprietary monitoring system, and incorporates AI tools overseen by a dedicated committee.

James Kitzinger is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI, holding a Series 63 designation with 33 years of industry experience. He has been with KLCM Advisors since 1993. 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 separate accounts across value equity, balanced, and fixed income strategies.

Anthony Trindade is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and based in Waukesha, WI. He has one year of industry experience and has previously worked at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million through a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and quantitative signals, with portfolios mainly implemented in ETFs and mutual funds and supported by technology including AI-enabled tools for client servicing.

Kevin Perlberg is a CFP® with 39 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has a long tenure at Blackhawk, dating back to 1984, and has held roles with multiple firms including Lion Street and KPDT, LLC. Outside of advisory work, he is the owner and producer of Lion Street, a non-variable insurance business. Blackhawk Capital Partners, LLC is an independent firm providing discretionary portfolio management, financial planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and businesses. The firm employs quantitative methods to evaluate investments and offers services such as model portfolio management and sub-advisory through third-party platforms.

Amy Finley is a CFP® with 24 years of industry experience, currently serving as an advisor at The MilWealth Group, LLC in Milwaukee, WI. She has been with the firm and its predecessor entity since 2014. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth individuals, and corporate clients. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation for select clients and retirement plan advisory services.

Jacqueline Schneider is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. She has been with The MilWealth Group, LLC since 2014, contributing to the firm’s advisory team in Milwaukee, WI. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm employs a model-portfolio approach focused on asset allocation, primarily investing in mutual funds and ETFs, and offers additional services such as tax preparation and retirement plan advisory.