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.

William Weber is a financial advisor at Arcataur Capital Management LLC with 18 years of industry experience. He holds the Series 63 designation and has worked at Arcataur since 2008. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm serves both high-net-worth and non-high-net-worth individuals and employs a top-down investment process that combines economic, fundamental, and technical analysis to construct diversified portfolios across equities and fixed income.

Kyle Bence is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and three years of industry experience. He has worked at IAG Wealth Partners and LPL Financial since 2022 and previously held roles at Integra Machine Tool and ZIN - Uncommon California Italian. Kyle is also a registered representative with LPL Financial. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm employs a long-term, buy-and-hold investment approach, offering both model-based and custom strategies, and utilizes multiple LPL-sponsored programs including Strategic Wealth Management.

Jacob Newlin is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Drake & Associates, he worked at Edward Jones and has background experience in other non-financial roles. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing.

Charles Evans is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 credential with 7 years of industry experience at the firm. He is a member of Beltway Angels Tidewater LLC, an investment-related venture. Marietta Investment Partners is an employee-owned investment adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm emphasizes proprietary research and incorporates ESG considerations in its investment strategies.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab, HTLF/UMB Bank, Wisconsin Bank & Trust, and LPL Financial. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing and administration.

Jesse Kutz is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Stifel Financial, Altra Federal Credit Union, and teaching at Viterbo University and Fort Atkinson High School. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients, utilizing a long-term, buy-and-hold investment approach. The firm offers model-based and custom portfolio strategies and supports access to various third-party money managers and LPL-sponsored programs.

Charles Batchelor is a CFA® charterholder with 15 years of industry experience, currently serving at Entasis Asset Management LLC since 2016. He is part of a five-advisor team based in Brookfield, WI. Entasis Asset Management provides investment advisory, financial planning, tax planning, and non-investment management services to individuals, institutions, and retirement plans. The firm emphasizes a Core/Completion investment approach supported by proprietary research and a disciplined manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Joshua Zahn is a CFP®, CFA®, and Series 65-registered advisor at Resonant Capital Advisors, LLC with four years of industry experience. He previously worked at Orgel Wealth Management and has taught an Advanced Wealth Management class at the University of Wisconsin-Eau Claire College of Business. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm employs a forward-looking investment process tailored to client risk tolerance, blending active, passive, and factor strategies with a focus on bottom-up equity selection and higher-quality fixed income.

Jason Kausalik is a CFA® charterholder affiliated with Operose Advisors LLC in Milwaukee, WI. He has approximately seven years of experience in the financial services industry, including multiple roles at Northwestern Mutual before joining Operose Advisors in 2025. Operose Advisors provides discretionary and non-discretionary investment advisory services to a broad range of clients, including high-net-worth individuals, family offices, trusts, and corporations. The firm combines customized portfolio management with oversight of separately managed accounts and alternative investments, and it serves as both adviser and general partner to the Operose Capital Funds.

Michael Schmidt is a CFP® professional with 25 years of industry experience, currently serving at Diversified Management, Inc. in Milwaukee, WI. He has been with Diversified Management since 1996, contributing over 30 years to the firm’s operations. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering tailored investment advisory, financial planning, and income tax services. The firm utilizes a model-based investment approach focused on asset allocation and diversification, managing approximately $1.87 billion in assets across six advisors.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of six advisors managing over $650 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm uses a formal financial planning process and employs a mix of active and passive investment strategies to construct risk-adjusted, tax-aware portfolios.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI. He holds a Series 66 designation and has 12 years of industry experience, including roles at LPL Financial, LLC since 2014. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients. The firm generally employs a long-term, buy-and-hold investment approach, offering both model-based core portfolios and custom strategies, and utilizes a range of LPL-sponsored programs and third-party money managers.

Adam Peck is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Riverwater Partners LLC since 2016. He holds director roles at 636 Corp, a thermostat company, and Coral Gables Trust, a trust company, both involving monthly board and investment committee meetings. He was also involved with Arbel Growth Partners, a venture capital firm focused on the food sector, which is currently in wind down. Riverwater Partners provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible investing process called the Three Pillar Approach®, managing focused portfolios that include small- and micro-capitalization strategies, and serves both direct clients and third-party advisors.

Jonathan Costa is a financial advisor at Drake & Associates, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Bay Crest Partners LLC. Costa is also a licensed insurance agent in Wisconsin, providing clients with insurance advice alongside his advisory services. Drake & Associates manages approximately $607 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment approach using technology and AI-enabled tools to tailor asset allocation and support client servicing.

Mary Allmon is a CFP® and Series 65–licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. She has been with the firm since 2005. Marietta Investment Partners is an employee-owned SEC-registered investment adviser serving individuals, trusts, estates, and institutional clients, including insurance companies. The firm uses proprietary research and an ESG scoring overlay in its discretionary portfolio management, offering both customized global growth strategies and non-customized equity programs.

Ralph Bultman is a financial advisor with Coordinated Capital Securities, Inc. in Brookfield, WI. He holds a Series 63 designation and has 36 years of industry experience, including 19 years with Coordinated Capital Securities. In addition to his advisory role, he is an independent insurance agent and life settlement facilitator. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm manages approximately $137 million across a team of 16 financial professionals, offering both discretionary and non-discretionary programs with a range of investment strategies including tactical and strategic asset allocation.

Martha Wurzburger is a financial advisor at LS Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has been with LSIA since 2008, following prior roles at Loomis Sayles and Loomis Sayles Distributors. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional clients, including charitable organizations and insurance companies. The firm emphasizes fundamental analysis with a large-cap core equity focus and a holistic approach that coordinates investments with insurance and estate planning.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently serving at IAG Wealth Partners, LLC. His career background includes roles at Annex Wealth Management, LPL Financial LLC, and the New Berlin Police Department in Wisconsin. He also teaches at Waukesha County Technical College. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm primarily services clients through LPL’s Strategic Wealth Management program and employs a long-term, buy-and-hold investment approach using both model-based and custom strategies.

Nate Turcotte is a Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Planners to develop financial plans tailored to their goals. Nate focuses on understanding clients and their families to co-create financial strategies, utilizing Fidelity's tools and resources to support confident financial decisions. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience from 2020 through 2022. Nate's approach emphasizes clear communication and efficient use of clients' time and energy. Outside of his professional responsibilities, he engages in a variety of outdoor activities including fishing, hiking, kayaking, and other family-centered adventures.