Alexander Albert is a financial advisor at Richmond Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked with Richmond Investment Services and LPL Financial D.B.A. Richmond Investment Services since 2024. Prior to his advisory roles, he was employed at Annex Wealth Management and has experience outside the financial industry, including working at a pizzeria. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a blend of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis, tailoring portfolios to client goals and risk tolerance.

Daniel Brown is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Richardson Capital Management, LLC since 2017 and previously worked at Annex Wealth Management LLC from 2013 to 2017. Daniel is based in Menomonee Falls, WI, and is part of a seven-advisor team at Richardson Capital Management. Richardson Capital Management provides investment management, wealth management, family office services, and consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including equities, fixed income, mutual funds, ETFs, and may incorporate less-liquid vehicles, while offering consolidated reporting and specialized family office services.

Gregg Shaffer is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and Citigroup Global Markets. Richmond Investment Services provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, trusts, estates, corporations, and retirement plans. The firm employs tailored portfolios using a combination of LPL-sponsored model and managed programs, managing most client relationships on a discretionary basis.

Robert Ruelle is a financial advisor with Apollon Financial, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. His career includes lengthy tenures at Northwestern Mutual and multiple roles with Apollon-related firms and LPL Financial. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion across 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans using a combination of centrally managed model strategies, advisor-led portfolios, sub-advisers, and advanced tools such as ESG risk models and generative AI.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. She has been with Richmond Investment Services and its predecessor since 2024 and has worked at LPL Financial since 2010. In addition to her advisory role, she offers non-variable insurance products through Highland Capital Brokerage. Richmond Investment Services provides discretionary and non-discretionary investment advisory, financial planning, estate-planning consulting, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm manages over $453 million in discretionary assets and utilizes a combination of economic, fundamental, and technical analysis to construct diversified client portfolios, primarily through LPL-sponsored platforms.

William Gray is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Richmond Investment Services LLC and has previously worked at LPL Financial LLC for over a decade. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios through a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

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.

William Theis is a financial advisor with LaSalle Investment Advisors, Inc., holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at LaSalle since 2017 and previously spent nine years with Freedom Investors Corp. In addition to his role at LaSalle, he provides brokerage services and portfolio management through Superior Financial Services. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in discretionary assets. The firm constructs diversified, client-specific asset allocation models and employs both long- and short-term investment strategies guided by an in-house investment committee.

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.

Bryan Becker is a financial advisor at Richardson Capital Management, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Landaas & Company and Richardson Financial Group. Richardson Capital Management serves individuals, businesses, trusts, estates, and charitable organizations with a range of investment management and wealth planning services. The firm employs diversified strategies across equities, fixed income, mutual funds, and ETFs, and offers family office services and account aggregation tools to provide clients with consolidated views of their investments.

Michael Richardson is a financial advisor with Richardson Capital Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Richardson Capital Management since 2007 and has been involved with Richardson Financial Group, Inc. since 1982, where he is also president and owner of an insurance sales business. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, portfolio analysis, and financial planning consulting. The firm employs a range of investment strategies across various asset classes and offers formal family office services and account aggregation tools to provide comprehensive client reporting.

Christopher Becker is a CFP® with eight years of industry experience, currently serving as an advisor at Richmond Investment Services LLC. His prior experience includes roles at LPL Financial LLC, Woita and Associates, and Northwestern Mutual. Becker is also a notary and operates Retire With Style, LLC, a separate business entity. Richmond Investment Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm employs tailored portfolios using a mix of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Mark Steele is a financial advisor with Richardson Capital Management, LLC and holds a Series 65 credential. He has six years of industry experience and has previously worked at Richardson Financial Group, Brunsell Lumber & Millwork, and Ver Halen, Inc. Outside of his advisory role, he owns MDS Solutions, LLC, a company that sells Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations by providing investment management, wealth management, family office services, and consulting on financial, tax, insurance, and estate planning matters. The firm employs a comprehensive investment approach using equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, along with account aggregation and comprehensive reporting tools.

Joshua Boris is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Richmond Investment Services LLC and has prior experience at Allianz Life Insurance Company of North America and LPL Financial. Richmond Investment Services provides discretionary and non-discretionary investment advisory services, financial and estate planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves approximately 877 clients with portfolios constructed using economic, fundamental, and technical analysis, and maintains a close operational relationship with LPL Financial.

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.

Stuart Friberg is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Harbour, he worked at Northwestern Mutual in various roles and is also involved as a children's ministry assistant at Open Door Bible Church. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and various advisory services tailored to individual adviser strategies.

Emerson Desjardins is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Harbour Investments, he worked at firms including Fisher Investments, Empower Advisory Group, and USAA. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to advisor and client preferences.

Aaron Armstrong is a financial advisor at Saxony Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at LaSalle St Investment Advisors, LaSalle St Securities, and ZMI. In addition to his advisory work, Armstrong is an associate professor of engineering at the Milwaukee School of Engineering and operates an engineering consulting business, Armstrong Engineering, LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and utilizes a range of investment strategies, including fundamental, technical, and quantitative analysis.

Daniel Smith is a financial advisor with Belpointe Asset Management LLC in Germantown, WI. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Twenty-Twenty Wealth & Advisory Partners, WFA Asset Management, and Waddell & Reed, Inc. Outside of advisory work, he serves as treasurer for The Collaborative Family Law Council of Wisconsin, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning with customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Michael Miller is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses, and has 46 years of industry experience. Prior to joining Advisory Services Network in 2018, he worked at Blackhawk - Capital from 2014 to 2018. Outside of advising, he holds a CPA credential and is involved in tax preparation and bookkeeping services, dedicating about 10% of his time to these activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and investment strategies tailored to clients’ objectives and risk tolerances.