Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of six advisors managing over $650 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm uses a formal financial planning process and employs a mix of active and passive investment strategies to construct risk-adjusted, tax-aware portfolios.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI. He holds a Series 66 designation and has 12 years of industry experience, including roles at LPL Financial, LLC since 2014. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients. The firm generally employs a long-term, buy-and-hold investment approach, offering both model-based core portfolios and custom strategies, and utilizes a range of LPL-sponsored programs and third-party money managers.

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 at Drake & Associates, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Bay Crest Partners LLC. Costa is also a licensed insurance agent in Wisconsin, providing clients with insurance advice alongside his advisory services. Drake & Associates manages approximately $607 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment approach using technology and AI-enabled tools to tailor asset allocation and support client servicing.

Mary Allmon is a CFP® and Series 65–licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. She has been with the firm since 2005. Marietta Investment Partners is an employee-owned SEC-registered investment adviser serving individuals, trusts, estates, and institutional clients, including insurance companies. The firm uses proprietary research and an ESG scoring overlay in its discretionary portfolio management, offering both customized global growth strategies and non-customized equity 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, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Spectrum Investment Advisors since 2014. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, estates, and other entities, offering plan consulting, wealth management, investment consulting, and standalone financial planning. The firm emphasizes written investment policies, periodic monitoring, and employs proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™, while integrating AI tools with human oversight in its wealth management approach.

Jason Ganiere is a financial advisor with IAG Wealth Partners, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. His background includes roles at LPL Financial LLC, H. Beck Inc., and Annex Wealth Management, as well as a long career at the New Berlin Police Department. He is also involved with Waukesha County Technical College in a non-investment capacity. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm employs a long-term, buy-and-hold investment approach and offers both model-based and customized strategies, serving many clients through LPL’s Strategic Wealth Management program.

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 PFS™ credentialed advisor at Highland Investment Advisors LLC with 20 years of industry experience. Prior to joining Highland in 2024, he worked for 18 years at Professional Management of Milwaukee, Inc. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm’s investment approach utilizes a “GRIP” framework focusing on growth, risk reduction, and inflation protection, employing model portfolios influenced by 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.

Nathan Alexander is a financial advisor at Resonant Capital Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Resonant, he worked at Visu-Sewer Inc. for four years. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual, high-net-worth, institutional, and retirement plan clients. The firm employs a tailored investment approach that combines active, passive, and factor strategies with emphasis on bottom-up equity selection and higher-quality fixed income, supported by manager due diligence and ongoing monitoring.

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.

Marcus Mrugala is a financial advisor with Richmond Investment Services LLC, holding a Series 63 designation and bringing 20 years of industry experience. He previously worked at Edward Jones from 2005 to 2017 and LPL Financial from 2017 onward before joining Richmond Investment Services in 2024. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, emphasizing tailored asset allocation and ongoing supervision based on clients’ financial needs and risk tolerances.

Scott Wellens is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Fortress Planning Group since 2011. 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 fiduciary standard while using a diversified investment approach focused on value and small-cap exposures through Dimensional Fund Advisors funds.