Alexander Albert is a Series 66-licensed financial advisor at Richmond Investment Services LLC with one year of industry experience. Prior to joining Richmond Investment Services, he held positions at LPL Financial and Annex Wealth Management, among others. His background also includes time spent as a full-time student and varied work experience outside the financial industry. Richmond Investment Services, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, typically managing client accounts on a discretionary basis with tailored asset allocation and ongoing supervision.

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 26 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets, and he currently maintains roles with both Richmond Investment Services and LPL Financial. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm focuses on tailored asset allocation and ongoing supervision, managing client accounts primarily on a discretionary basis using economic, fundamental, and technical analysis.

Robert Ruelle is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with Apollon Financial, LLC and has previously held roles at firms including Northwestern Mutual, Fidelity Investments, and LPL Financial. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm combines centrally managed model strategies with locally managed, advisor-led portfolios and utilizes investment options such as ESG risk-based models, Direct Indexing, and tax-aware techniques.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and over 21 years of industry experience. She has previously worked at LPL Financial from 2010 and Wells Fargo Clearing from 2008 to 2010. Boris offers non-variable insurance products through Highland Capital Brokerage alongside her advisory services. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm emphasizes tailored asset allocation and ongoing portfolio supervision, utilizing a variety of LPL-sponsored programs and its Strategic Wealth Management program.

William Gray is a financial advisor with Richmond Investment Services LLC, holding CFP® and Series 66 credentials and 22 years of industry experience. He previously worked at Robert Baird & Co. and LPL Financial before joining Richmond Investment Services in 2024. Richmond Investment Services, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, and estate-planning consultations, emphasizing tailored asset allocation and ongoing supervision through various LPL-sponsored investment programs.

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 credentials and 19 years of industry experience. He has been with Richardson Capital Management since 2007 and has been active in the financial services industry through Richardson Financial Group, Inc. since 1982, where he also serves as president and owner overseeing insurance sales. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and financial, tax, insurance, and estate planning. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles, and it offers account aggregation and supplemental reporting to provide consolidated views of clients’ investments.

Christopher Becker is a CFP® professional with nine years of industry experience, currently affiliated with Richmond Investment Services LLC. His prior roles include positions at LPL Financial, Woita and Associates, and Northwestern Mutual. Becker maintains a notary public designation and operates a business entity named Retire With Style, LLC. Richmond Investment Services, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, implementing tailored asset allocation and ongoing supervision through various LPL-sponsored programs and its Strategic Wealth Management offering.

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® with eight years of industry experience, currently serving as an advisor at Richmond Investment Services LLC. His prior roles include positions at Allianz Life Insurance Company of North America and AXA Equitable. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm emphasizes tailored asset allocation and ongoing portfolio supervision, managing client accounts primarily on a discretionary basis through various LPL-sponsored programs and its own Strategic Wealth Management program.

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.

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.

Patrick Grady is a Series 66 registered advisor with Harbour Investments, Inc. He has less than one year of industry experience. Prior to joining Harbour, he held roles at Equitable Advisors and E2 Retirement Consulting, and also worked with the Wilmette Park District. Grady attended the University of Illinois Urbana-Champaign and the University of Utah. Harbour Investments serves a diverse client base including individuals at various wealth levels, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser strategies.

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.