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.

Scott Schwartz is a financial advisor at Spectrum Investment Advisors, Inc. with 11 years of industry experience. He has been with Spectrum since 2014 and holds Series 65 and Series 63 licenses. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and other entities by providing plan consulting, wealth management, investment consulting, and financial planning. The firm emphasizes investment policy formation and monitoring for plan sponsors and constructs portfolios using no-load mutual funds, ETFs, and alternatives for wealth management, incorporating AI tools under a structured oversight framework.

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.

Manuel Rosado is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Spectrum Investment Advisors since 2005. Outside of his advisory role, Rosado serves as a bank director for Port Washington State Bank and is a member of the school board at Eastbrook Academy. 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, constructing portfolios primarily from no-load mutual funds and ETFs.

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.

Emma Curtsinger is a financial advisor at PJS Investment Management with Series 65 credentials and two years of industry experience. Prior to joining PJS, she held roles at KeyBank and worked in various service and retail positions while completing her studies at the University of Dayton. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, managing approximately $787 million in assets across 462 client relationships.

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.

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.

Kyle Bence is a financial advisor at IAG Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Integra Machine Tool and ZIN - Uncommon California Italian. Outside of his advisory role, he is also a registered representative of LPL Financial, providing brokerage products to clients. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs to implement client strategies.

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 at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 credential with 7 years of industry experience at the firm. He is a member of Beltway Angels Tidewater LLC, an investment-related venture. Marietta Investment Partners is an employee-owned investment adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm emphasizes proprietary research and incorporates ESG considerations in its investment strategies.

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.