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.

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.

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.

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.

Michael Kutz is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with IAG Wealth Partners and affiliated with LPL Financial since 2011. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm emphasizes a long-term, buy-and-hold investment approach, offering both model-based and customized strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs.

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.

Nikita Kibardin is a CFP® with six years of industry experience, currently serving at Ellenbecker Investment Group since 2026. His prior roles include positions at Madison Partners, Annex Wealth Management, Tri City National Bank, and U.S. Bancorp Investments. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm integrates independent research, model portfolios, and technology-driven tools, including AI-assisted processes, while offering affiliated tax and accounting services through a separate unit.

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.

Erica Bourquin is a CFP® and Series 66 registered advisor with two years of experience, currently serving at Granite Harbor Advisors, INC. Prior to joining Granite Harbor, she spent five years at Bank of America Private Bank. Granite Harbor Advisors works with individual, high-net-worth, and institutional clients, providing asset management, financial planning, retirement plan consulting, and advisory support for pooled investment vehicles. The firm offers portfolios composed of public and private securities and sponsors multiple private funds alongside related entities.

Justin Bertzyk is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and two years of industry experience. Prior to joining Ellenbecker, he worked at Wisconsin Firearms Training Center and held roles at Johnson Wealth Inc and Johnson Bank. His background also includes positions in manufacturing and education. Ellenbecker Investment Group serves a diverse range of clients including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to each client’s objectives and risk tolerance.

Amy Bremmer is a CFP® professional with 15 years of industry experience. She is currently an advisor at Ellenbecker Investment Group and has previously worked at H. Beck, Inc. and Annex Wealth Management, LLC. Outside of her advisory role, she owns Purple Penny Soap Company LLC, which manufactures and sells bar soap at farmers markets and craft fairs. Ellenbecker Investment Group serves a diverse range of clients, including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis while tailoring strategies to client objectives and risk tolerance.

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 one year of industry experience. He holds a Series 65 designation and has prior experience at Senglaub Financial Group and Northwestern Mutual. Christiansen also works as 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 utilizing model portfolios from LSA Portfolio Analytics and maintains custody at Charles Schwab.

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.

Steven Muzzey is a CFP® and Series 65 licensed advisor with Capital Investment Services of America Inc in Milwaukee, WI. He has three years of industry experience and has worked at Capital Investment Services of America since 2022. Prior to his advisory role, he was affiliated with 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 focused on bottom-up equity analysis and active fixed-income management.

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.