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.

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.

Michael Venturini is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HBeck from 2015 to 2018. Venturini has been with Annex Wealth Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that incorporates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Reece Piotter is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RMB Capital, Madison Investments, Reinhart Partners, and Northwestern Mutual. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a focus on bottom-up equity analysis and relative-value fixed income strategies.

Robert Schneider is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Milwaukee, WI. His prior experience includes roles at Wealth Enhancement Advisory Services and multiple positions within Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets, serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection guided by qualitative and quantitative analysis.

Matthew Krenke is a CFP®, ChFC®, and Series 66-licensed financial advisor at Annex Wealth Management, LLC with 19 years of industry experience. He has been with Annex Wealth Management since 2018 and previously worked at ASC Wealth & Retirement Advisors LLC. Krenke holds a Wisconsin health and life insurance license. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process with a core-and-tactical approach and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.