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.

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.

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.

Matthew Richmond is a financial advisor with Richmond Investment Services LLC, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been affiliated with Richmond Investment Services and LPL Financial since 2007. Outside of his advisory role, he is a licensed notary public. 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 employs tailored portfolios using a combination of LPL-sponsored model programs and a mix of mutual funds, ETFs, equities, fixed income, and options, with most client relationships managed on a discretionary basis.

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 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.

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.

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.

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 with Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation and 13 years of industry experience. He has been with Spectrum since 2016 and previously worked at GWFS Equities, Inc. from 2012 to 2016. 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, and typically uses no-load mutual funds and ETFs in portfolio construction.

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 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.