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 an 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. He is also a notary public and has worked as an independent insurance agent since 1986. 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 combines direct portfolio supervision with third-party managers and offers both discretionary and non-discretionary arrangements, serving a diverse client base that includes high-net-worth individuals and business entities.

William Haese is a financial advisor at Haese Financial Group Inc in Jackson, Wisconsin, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked at Superior Financial Services, Inc. and Haese Financial Group, Inc. since 2000. Haese Financial Group offers 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 implemented through no-load or low-load mutual funds and ETFs, and also provides ancillary accounting and tax services.

Alexander Mirsberger is a financial advisor at Richmond Investment Services LLC with a Series 66 designation. He has been with Richmond Investment Services and affiliated firms since 2022. His prior experience includes roles at PwC and education at Marquette University. 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, focusing on tailored asset allocation and ongoing supervision based on clients’ financial needs and risk tolerances.

Julia Anderson is a financial advisor at Haese Financial Group Inc with 43 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her career includes long tenures at The Prudential Insurance Company of America and PRUCO Securities, LLC, spanning from 1980 to the present, as well as involvement with Superior Financial Services, Inc. Outside of her advisory work, she 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, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a non-discretionary approach focused on strategic, globally diversified asset allocations primarily using no-load or low-load mutual funds and ETFs, and also offers accounting and tax services as part of its client offerings.

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.

Courtney Krogstad is a CFP® professional with 14 years of industry experience. She is currently with Richmond Investment Services LLC and has prior experience at LPL Financial, Robert W. Baird & Co., and Northwestern Mutual. Krogstad also holds notary public certification. Richmond Investment Services, LLC is an SEC-registered advisory firm serving 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, with an emphasis on tailored asset allocation and ongoing supervision based on client needs and risk tolerances.

Jason Lacey is a CFP® with 18 years of industry experience, currently serving at PJS Wealth Partners in Cedarburg, WI. He previously worked at Lewis Lacey Capital Management, LLC and SII Investments, Inc. His credentials include Series 63 and Series 65 licenses. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in client assets and uses a multi-disciplinary investment process overseen by a Chief Investment Officer and 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.

Matthew Richmond is a financial advisor with Richmond Investment Services LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked with Richmond Investment Services since 2007 and previously at Chase Investment Services Corp. and Banc One Securities Corporation. Richmond is a licensed notary public. Richmond Investment Services, LLC is an SEC-registered advisory firm serving 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, emphasizing tailored asset allocation and ongoing supervision through a range of LPL-sponsored and proprietary advisory programs.

Frank Windt is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. He has over 20 years of experience in the industry, including roles at CliftonLarsonAllen and Schenck SC before retiring in 2025. Spectrum Investment Advisors serves institutional retirement-plan sponsors and individual clients by providing plan consulting, wealth management, investment consulting, and financial planning. The firm employs a range of portfolio management strategies, including no-load mutual funds, ETFs, and alternatives, and utilizes proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and AI-driven analysis with human oversight.

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.

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.

Devin Goetsch is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 credential and with one year of industry experience. He previously worked at Winch Financial from 2021 to 2025 and attended school from 2015 to 2021. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm manages approximately $852 million in client assets and combines multiple analytical approaches with model portfolios overseen by an investment committee, operating with an employee ownership structure.

Marina Moths is a financial advisor at Spectrum Investment Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at OneAmerica Securities and BMO Investment Distributors. Spectrum Investment Advisors serves retirement plan sponsors and individual investors, offering 401(k) and other plan consulting along with wealth management and financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, implementing portfolios primarily with no-load mutual funds and ETFs.

James Marshall is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Spectrum Investment Advisors since 2009. 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 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.

Ryan Strankowski is a financial advisor at Spectrum Investment Advisors, Inc. with 13 years of industry experience. He has held his current role at Spectrum Investment Advisors since 2016 and holds a Series 65 designation. Spectrum Investment Advisors serves institutional retirement-plan sponsors, individuals, trusts, estates, and other entities by providing plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm’s investment approach includes portfolio management using no-load mutual funds and ETFs, a patented cyclical analysis system, and the use of AI tools with human oversight.

Tricia Sendelbach is a financial advisor at Spectrum Investment Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya and OneAmerica in various capacities over the past decade. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and other entities, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and financial planning. The firm emphasizes written investment policy formation, ongoing monitoring, and uses proprietary tools like the Spectrum Investor® Fund Monitoring Scorecard™ to support its services.

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.