Jason Lacey is a CFP® professional with 17 years of industry experience, currently serving as an advisor at PJS Investment Management since 2014. He holds Series 63 and Series 65 licenses and works within a six-advisor team based in Cedarburg, Wisconsin. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis, using both individual securities and model portfolios overseen by an investment committee.

Thomas Shanahan is a financial advisor at Haese Financial Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Haese Financial Group and Superior Financial Services since 2001. 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 manages assets primarily on a non-discretionary basis using strategic, globally diversified allocations through no-load or low-load mutual funds and ETFs, and also offers in-house tax and accounting services.

Donald Tendick III is a CFP® professional with 23 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. He has held roles with several firms, including United Planners' Financial Services and Lion Street, where he is also an owner and producer in non-variable insurance. Blackhawk Capital Partners is an independent asset management and financial planning firm that offers discretionary portfolio management, wealth and business planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and business entities. The firm emphasizes quantitative investment evaluation and regularly monitors client portfolios while providing tailored financial plans.

Devin Goetsch is a financial advisor at PJS Investment Management with a Series 65 credential and one year of industry experience. He previously worked at Winch Financial for four years and attended school from 2015 to 2021. PJS Investment Management is an employee-owned advisory firm managing approximately $852 million for individual clients, pension and 401(k) plans, charitable organizations, and businesses. The firm provides discretionary portfolio management supported by a combination of fundamental, technical, cyclical, and qualitative analysis, and employs artificial intelligence tools within a structured oversight framework.

William Zenk is a CFP® professional with 22 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. Outside of advisory work, he practices elder law and estate planning through the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and tailored financial plans, utilizing quantitative methods and offering access to third-party managers and proprietary strategies distributed on various platforms.

Nathan Derks is a financial advisor with Landolt Securities, Inc. in West Bend, WI, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is active as a partner in Eulert Accounting LLC, providing business accounting, payroll, and tax services, and serves as treasurer and board member for the Erin Youth Baseball Club. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets. The firm emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

Zachary Nowatzki is a financial advisor with Haese Financial Group Inc, holding Series 63 and Series 65 registrations and four years of industry experience. He has held roles at Superior Financial Services, Inc., Cetera Wealth Services, LLC, Northwestern Mutual, and other financial firms. Zachary is also registered as a representative with Superior Financial Services, Inc. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $47 million for around 100 client households, generally on a non-discretionary basis, using strategic, globally diversified asset allocations implemented primarily through no-load or low-load mutual funds and ETFs.

Kelsey Wagner is a financial advisor with PJS Investment Management in Cedarburg, WI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining PJS in 2020, she worked at The Vanguard Group, Inc., the Wisconsin Womens Health Foundation, Northwestern Mutual, and T. Anton Investment House. PJS Investment Management is an employee-owned advisory firm managing approximately $852 million for individual clients, pension and 401(k) plans, charitable organizations, and businesses. The firm offers discretionary portfolio management supported by a Chief Investment Officer and an Investment Committee, utilizing a combination of fundamental, technical, cyclical, and qualitative analysis alongside asset-allocation models.

Patrick Sommerfield Jr. is a financial advisor at PJS Investment Management in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering 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 about 462 client relationships.

Kelly Merten is a financial advisor at PJS Investment Management with 22 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. PJS Investment Management is an employee-owned advisory firm managing approximately $852 million for individual clients, pension and 401(k) plans, charitable organizations, and businesses. The firm offers discretionary portfolio management supported by a process that integrates fundamental, technical, cyclical, and qualitative analysis, along with asset-allocation models overseen by a Chief Investment Officer and an Investment Committee.

Scott Conger is a Series 65-licensed financial advisor with PJS Investment Management in Cedarburg, WI, bringing 11 years of industry experience. He has worked at PJS Investment Management since 2018 and previously at BMO Harris Bank from 2016 to 2018. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm manages approximately $787 million in assets across about 462 client relationships, utilizing a blended investment process that combines multiple analytical approaches and employs both individual securities and model portfolios.

Kevin Perlberg is a CFP® with 39 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has a long tenure at Blackhawk, dating back to 1984, and has held roles with multiple firms including Lion Street and KPDT, LLC. Outside of advisory work, he is the owner and producer of Lion Street, a non-variable insurance business. Blackhawk Capital Partners, LLC is an independent firm providing discretionary portfolio management, financial planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and businesses. The firm employs quantitative methods to evaluate investments and offers services such as model portfolio management and sub-advisory through third-party platforms.

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.

David Talbot is a CFP® and Series 66 holder with 20 years of industry experience. He has been with Concorde Asset Management, LLC since 2019 and has prior experience with firms including Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot helps host a weekly online radio show aimed at financial and insurance professionals and consults families on college financial planning through The Silbernagel Group, Inc. He is also involved in charitable activities with the Knights of Columbus. Concorde Asset Management serves a diverse client base including high-net-worth individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers, employing model-based and individualized portfolio strategies across multiple platforms.

David Pagel is a CFP® professional with 10 years of industry experience, currently serving at Harbour Investments, Inc. and Pagel Wealth Management since 2021. His prior experience includes roles at Pagel Financial Group and R.M. Stark & Co, Inc. He also operates a professional photography business specializing in landscape photos. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a range of strategies including fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs, fixed income, annuities, and other instruments.

Aaron Schmanski is a financial advisor at Hilltop Securities Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, First Business Bank, Piper Jaffray & Co., and Northland Securities. Hilltop Securities serves individual and institutional clients, offering a range of advisory and brokerage services through an open-architecture platform that includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies and various program services.

Nimrod Gauss Samet is a financial advisor with Associated Investment Services, Inc. in Port Washington, WI, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Associated Investment Services since 2007. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions, offering a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management. The firm operates as part of a broader financial services group affiliated with Associated Banc-Corp and delivers advisory services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Daniel Shvartsman is a Series 66 licensed financial advisor with 20 years of experience, currently practicing at Associated Investment Services, Inc. since 2006. He is based in Port Washington, Wisconsin. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes third-party model portfolio and separately managed account programs through providers like BlackRock, Envestnet, and Vanguard, and operates as a broker-dealer and insurance agency affiliated with Associated Banc-Corp and related entities.

Brian Gaertner is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes multiple tenures at RiverFront Investment Group as well as a 15-year period at Alps Distributors, Inc. Gaertner serves as president of the Whitefish Bay Gridiron Club, a nonprofit focused on fundraising for local football teams. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform to deliver customized strategies that combine strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Brett Weir is an advisor with First Heartland Consultants, Inc. in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with Cedar Lake Sales since 1994. Outside of his financial career, he serves as a Washington County Delegate for the Wisconsin Conservation Congress and volunteers on an advisory committee for the Wisconsin Department of Natural Resources. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.