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.

Jacob Newlin is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Edward Jones. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm uses a top-down, allocation-driven investment process with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds while employing technology and human oversight.

Charles Evans is a financial advisor with Marietta Investment Partners, LLC, holding a Series 65 credential and seven years of industry experience. He has been with Marietta Investment Partners since 2015. Evans is also a member of Beltway Angels Tidewater LLC, an investment-related business. Marietta Investment Partners is an SEC-registered, employee-owned advisory firm that provides discretionary portfolio management to individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy focused on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, with a proprietary ESG research overlay available for client-specific applications.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, HTLF/UMB Bank, and Wisconsin Bank & Trust. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, with portfolios mainly implemented through ETFs and mutual funds.

Kathleen Oberneder is a CFP® with 21 years of experience in financial advising. She is currently with Forefront Wealth Partners and Calton & Associates, Inc., having previously worked at J. W. Cole Advisors, Inc. and LPL Financial. Oberneder serves as treasurer for Independent Housing Initiative, Inc., a nonprofit focused on creating supported housing communities for adults with special needs. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering tailored investment policies, discretionary portfolio management, and specialized planning including special needs services.

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 financial advisor at Resonant Capital Advisors, LLC, holding the CFP®, CFA®, and Series 65 credentials with three years of industry experience. Prior to joining Resonant Capital Advisors, he 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 manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and integrates affiliated accounting and tax advisory services.

Jonathan Marshall is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Spectrum Investment Advisors since 2003. 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 ongoing quarterly monitoring.

Joshua Boris is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Richmond Investment Services LLC and has prior experience at Allianz Life Insurance Company of North America and LPL Financial. Richmond Investment Services provides discretionary and non-discretionary investment advisory services, financial and estate planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves approximately 877 clients with portfolios constructed using economic, fundamental, and technical analysis, and maintains a close operational relationship with LPL Financial.

Jason Kausalik is a CFA® charterholder based in Milwaukee, WI, currently serving as an advisor at Operose Advisors LLC with one year of industry experience. He previously worked for Northwestern Mutual from 2017 to 2025 and has experience at the University of Wisconsin Milwaukee. 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 investment policy development, asset allocation, third-party manager selection, and access to private funds through the Operose Capital Funds.

Michael Schmidt is a CFP® professional with 24 years of experience in financial advisory services. He has been with Diversified Management, Inc. since 1996. 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 mostly on a discretionary fee-only basis with a focus on diversified no-load mutual funds and model portfolios.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Berrall serves as a trustee for the BKM Wealth Management 401(k) plan. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm offers wealth management services focused on a formal financial planning process, using a combination of active and passive strategies and providing investment management, independent manager selection, and insurance consulting.

Jill Stock is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Spectrum, she worked at Wisconsin Athletic Club and operated Real Fit, LLC for ten years. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting as well as wealth management and financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ for fund ranking and reporting.

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 with Drake & Associates, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments and Bay Crest Partners LLC. Outside of advising, he is a licensed insurance agent in Wisconsin, offering clients insurance products through Loft Financial Advisory Group, LLC. Drake & Associates provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, with portfolios mainly implemented through ETFs and mutual funds.

Mary Allmon is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Marietta Investment Partners, LLC since 2005. Marietta Investment Partners is an SEC-registered, employee-owned advisory firm managing over $600 million in discretionary assets for individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy focused on high-quality equities and tax-aware portfolio construction, and offers proprietary ESG research overlays for select client 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.

Suzanne Weeden is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 65 and Series 63 credentials with 11 years of industry experience. She has worked with Spectrum Investment Advisors since 2014. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, estates, and other entities. The firm provides plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning, using a blend of no-load mutual funds, ETFs, and alternative strategies alongside proprietary tools and AI oversight.