Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Michael Holloway is a Series 65-licensed financial advisor at Portside Investment Advisors, LLC with eight years of industry experience. He previously worked at Northwestern Mutual for 19 years and had a brief tenure at Legacy Wealth Management LLC. Portside Investment Advisors provides customized investment management and advisory services to individuals and a variety of institutional clients. The firm focuses on asset allocation using primarily exchange-traded funds, supported by fundamental, technical, and economic-cycle research, and serves as manager and adviser to a pooled investment vehicle.

Evan Salmela is a CFA® charterholder with four years of industry experience. He is currently an advisor at The Kieckhefer Group, where he has worked since 2024. Prior to this, he held positions at Denali Wealth Management, Inc. and RMV Capital. The Kieckhefer Group provides discretionary portfolio management and investment analysis primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis and incorporates options and other derivatives within a strategic asset allocation framework.

Christopher Grant is a financial advisor at Grant Koehler & Levin Ltd. with 27 years of industry experience. He has been with Grant Koehler & Levin and Polar Investment Counsel, Inc. since 2003. He holds a Series 63 designation. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and borrowing in portfolio management.

Carl Valimont is a financial advisor with Denali Wealth Management, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Denali Wealth Management and Purshe Kaplan Sterling since 2010. Outside of his advisory role, he is a partner in VALDAN LLC, a business involved in importing products. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.

Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.

Robert Kieckhefer is a financial advisor at The Kieckhefer Group with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities, Denali Wealth Management, and LPL Financial. Outside of his advisory role, he serves as a consultant for a family-owned construction company, receiving a variable annual fee based on the company’s profitability. The Kieckhefer Group provides discretionary portfolio management and investment analysis primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis, incorporating both long- and short-term strategies and explicit use of options and derivatives within a strategic asset allocation framework.

Matthew Dirkse is a financial advisor at Plus Group Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Plus Group Wealth Advisors, he worked at Whistling Straits and held roles in education and retail management. Plus Group Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerance, manages approximately $158.9 million in assets, and operates with a four-advisor team from a single office.

Jon Beadell is a financial advisor at A D Beadell Investment Counsel, Inc. in Mequon, WI, holding a Series 65 designation with 15 years of industry experience. He has been with A D Beadell Investment Counsel, Inc. since 2011. A D Beadell Investment Counsel, Inc. provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, nonprofit organizations, corporations, and other entities. The firm combines fundamental and technical analysis to manage approximately $250 million across about 90 client relationships, tailoring portfolios to client goals using a range of domestic and foreign equities, fixed income, ETFs, mutual funds, and, when appropriate, option strategies.

Steven Bruce is a financial advisor at Bruce Wood Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Bruce Wood Capital in 2024, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company for a combined total of 10 years. Bruce Wood Capital provides investment management services including a proprietary private fund, model portfolios, separately managed accounts, and outsourced chief investment officer services for institutional clients such as foundations, endowments, pension plans, and family offices. The firm’s strategy employs a global macro approach utilizing quantitative, technical, and cyclical analysis, and manages discretionary trading with systematic risk controls.

Thomas Volkmann is a financial advisor at Plus Group Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Plus Group Wealth Advisors since 2021. Prior to his advisory role, he was a full-time student for ten years. Plus Group Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Kathleen Wood is a financial advisor at Bruce Wood Capital, LLC with 14 years of industry experience. She has held roles at Northwestern Mutual Investment Services, Russell Investments Financial Services, Hornor Townsend and Kent, and The Pinnacle Planning Group. Wood serves as Treasurer on the Board of Directors for the Stevenson High School Hockey Association. Bruce Wood Capital provides investment management services including a proprietary global macro fund, model portfolios, separately managed accounts, and outsourced chief investment officer services for institutional clients such as foundations, endowments, pension plans, and family offices. The firm employs a dual global macro investment strategy that utilizes quantitative, technical, and cyclical analysis with discretionary trading supported by systematic models and risk controls.

Michael Palmisano is a financial advisor at Diversified Capital Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Diversified Capital Wealth Management since 2016, following prior roles at Cambridge Investment Research and Diversified Capital Management. He is also a licensed independent insurance agent and a notary public. Diversified Capital Wealth Management provides financial planning, consulting, and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of direct management and third-party managers, serving a diverse client base including high-net-worth individuals and business entities.

William Haese is a financial advisor with Haese Financial Group Inc in Jackson, WI, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been associated with Haese Financial Group and Superior Financial Services, Inc. since 2000. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm generally manages assets on a non-discretionary basis, using written investment policy statements and diversified allocations implemented primarily through no-load or low-load mutual funds and ETFs, and also offers ancillary accounting and tax services.

Alexander Mirsberger is a Series 66-registered advisor with Richmond Investment Services LLC in Mequon, WI. He has approximately one year of industry experience and has previously worked at PwC. Richmond Investment Services provides discretionary and non-discretionary investment advisory services, financial planning, estate planning, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm manages over $450 million in discretionary assets and integrates economic, fundamental, and technical analysis to construct customized portfolios across multiple asset classes.

Julia Anderson is a financial advisor with Haese Financial Group Inc, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 42 years of industry experience, with prior roles at The PRUDENTIAL INSURANCE COMPANY OF AMERICA and PRUCO Securities, LLC. Outside of financial advising, Anderson is a co-owner of a food business in Arlington Heights, Illinois. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a diverse client base including individuals, trusts, and small businesses. The firm manages assets primarily through globally diversified portfolios using no-load or low-load mutual funds and ETFs, and it offers ancillary accounting and tax services alongside its advisory work.

Emily Zimmerman is a financial advisor at Spectrum Investment Advisors, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Transamerica Investors Securities Corporation and AXA Advisors, LLC. Spectrum Investment Advisors serves institutional retirement-plan sponsors, individuals, trusts, estates, and other entities, offering services such as plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm uses a combination of no-load mutual funds, ETFs, and alternative investments, incorporating proprietary tools and AI oversight in its portfolio management and advisory processes.

Nathan Corroy is a CFP® professional at Richardson Capital Management, LLC with 11 years of industry experience. He has been with Richardson Capital Management since 2014. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial consulting. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and occasionally less-liquid vehicles, while also offering account aggregation and formal Family Office services.

Courtney Krogstad is a CFP® professional with 13 years of industry experience, currently with Richmond Investment Services LLC. Prior to joining Richmond in 2024, Courtney worked at LPL Financial, Robert W. Baird & Co., Inc., and Northwestern Mutual. Outside of advisory work, Courtney is also a notary. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, wrap-fee portfolio management, 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.

Jennifer Kohls is a financial advisor at Richardson Capital Management, LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at DB Tax and Wealth, UW Parkside, Milwaukee Area Technical College, and work as an independent contractor. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and standalone financial, tax, insurance, and estate planning consulting. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and, when appropriate, less-liquid vehicles such as interval and private funds, alongside account aggregation and order-management platforms.