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.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with both IAG Wealth Partners and LPL Financial since 2013 and 2014, respectively. IAG Wealth Partners manages approximately $1.585 billion in client assets across more than 2,200 relationships, offering financial planning, consulting, and portfolio management for individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach, utilizing both model-based and customized strategies, and frequently incorporates third-party managers and LPL-sponsored advisory programs.

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.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. His background includes roles at LPL Financial, Annex Wealth Management, and H. Beck Inc., as well as a lengthy career with the New Berlin Police Department. He also has a teaching role at Waukesha County Technical College. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management services with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and incorporates third-party managers and LPL-sponsored advisory programs.

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.

Jacob Hornak is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at The MilWealth Group, LLC (formerly McCarthy Grittinger Financial Group) since 2017 and has also been affiliated with Living As A Leader and the University of Wisconsin Milwaukee. The MilWealth Group offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and some corporate accounts. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and U.S. Treasuries, and incorporates artificial intelligence tools under formal oversight policies.

Scott Keipper is a financial advisor at Highland Investment Advisors LLC with 20 years of industry experience. He holds the PFS™ designation and previously worked at Professional Management of Milwaukee, Inc. for 18 years. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm follows a “GRIP” framework focusing on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Mary Brown is a financial advisor at Campbell Newman Asset Management Inc with 38 years of industry experience. She has been with Campbell Newman Asset Management since 1986. The firm provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. Campbell Newman Asset Management employs three equity-focused strategies based on bottom-up fundamental research and manages approximately $1.29 billion in discretionary assets and $2.32 billion in Model Platform Account assets as of December 31, 2024.

Brian Cayon is a CFA® charterholder with 20 years of industry experience. He has worked at Fortress Planning Group since 2022, following roles at Northern Trust Company and Waukesha State Bank. He holds a Series 63 license. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly with Dimensional Fund Advisors funds.

Scott Wellens is a CFP® professional with 14 years of industry experience, currently serving at Fortress Planning Group since 2011. He holds a Series 65 license and is based in Pewaukee, WI. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm follows a four-step consultative process and employs a diversified investment approach focused on value and small-cap exposures, primarily using Dimensional Fund Advisors funds.

Amanda Stark is a financial advisor at Operose Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked at Vantage Financial Partners, LLC and EY, accumulating experience in related fields prior to joining Operose. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm focuses on investment policy development, asset allocation, third-party manager selection, portfolio construction, and retirement plan oversight, with a notable role as general partner and adviser to the Operose Capital Funds.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Andrew Richman is a financial advisor with Packerland Brokerage Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Packerland Brokerage Services since 2009. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, fixed, and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets, and offers both brokerage and advisory implementation pathways.

Michael Cox is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Johnson Wealth Inc. since 2016 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profit organizations, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering services through various investment vehicles and maintaining a distinctive Pilot Program for airline pilots’ 401(k) accounts.

Eric Kulwicki is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is affiliated with intrua Financial and has worked with Freedom Wealth Alliance and LPL Financial since 2016. He is the owner of Kulwicki Advisory Services, LLC, through which he provides investment and wealth management advisory services aligned with Intrua Financial. Kulwicki also owns Wisconsin Investor Education, LLC, a company focused on providing financial education. Intrua Financial is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create custom investment strategies and offers both discretionary and non-discretionary asset management along with comprehensive financial planning and retirement plan consulting.