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 in Waukesha, WI. He holds a Series 65 credential and has one year of industry experience, including prior roles at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process supported by technology and manages approximately $607 million in client assets across several thousand relationships.

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, formerly known as McCarthy Grittinger Financial Group, since 2016. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and select corporate accounts. The firm employs a traditional asset-allocation approach, uses an Investment Committee to conduct due diligence, and incorporates artificial intelligence tools under human oversight in its investment process.

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.

Nicholas Newkirk is a financial advisor at Capital Investment Services of America Inc with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Milis Flatwork. His background also includes roles outside finance, such as at University of Wisconsin Oshkosh and Dlapa Construction. 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.

Tyler Skutnik is a financial advisor at Oarsman Capital, Inc with two years of industry experience. He holds a Series 65 designation and previously worked seven years at Sandlots of Salem. Oarsman Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, tax-efficient strategies, broad sector diversification, and uses proprietary modeling and AI-based tools to support security evaluation and risk management.

Nicholas Bauer is a CFA® charterholder with 21 years of industry experience. He has worked at Operose Partners LLC since 2017 and previously spent six years at Geneva Capital Management Ltd. He holds Series 63 and Series 65 licenses. Operose Advisors LLC provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and plans, as well as private funds. The firm offers customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, managing over $1.9 billion in client assets with a team of eight advisors.

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.

Scott Schwartz is a financial advisor at Spectrum Investment Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Spectrum since 2014. 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 a patented color-coded cyclical system and discloses the use of AI tools with human oversight as part of its portfolio management approach.

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.

Manuel Rosado is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Spectrum Investment Advisors since 2005. Outside of his advisory role, Rosado serves as a bank director for Port Washington State Bank and is a member of the school board at 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, constructing portfolios primarily from no-load mutual funds and ETFs.

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.

Emma Curtsinger is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at KeyBank and various service industry positions. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across about 454 client relationships, using a disciplined investment process overseen by a Chief Investment Officer and an Investment Committee.

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.