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.

Jonathon Jesse is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Spectrum in 2022, he worked at the International Housewares Association from 2016 to 2020. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by offering 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, typically using no-load mutual funds and ETFs, with portfolios monitored quarterly and managed on a discretionary basis as needed.

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.

Michael Mcdonald is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has been with Spectrum Investment Advisors since 2011. 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, utilizing charting, fundamental, and cyclical analysis, including a patented color-coded cyclical system, to guide asset allocation and manager selection.

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.

Marcus Mrugala is a financial advisor with Richmond Investment Services LLC, holding a Series 63 designation and bringing 20 years of industry experience. He has previously worked at Edward Jones from 2005 to 2017 and LPL Financial from 2017 to the present. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of LPL-sponsored model and managed programs to create tailored portfolios, managing most client relationships on a discretionary basis.

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.