Kristopher Sharpe is a financial advisor at Behl Wealth Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Vizance and Woodbury Financial Services Inc. Outside of his advisory role, he is the owner and president of Sharpe Home Improvement LLC, a management and contracting business. Behl Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a primarily passive investment approach using index funds and ETFs, complemented by fundamental analysis, and integrates tax return preparation into its service offerings.

Todd Drangstveit is a financial advisor at Elevated Private Wealth in Hartland, WI, holding a Series 65 designation with five years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management for four years and held roles at Potawatomi Hotel and Casino and Software One. He is the owner of several non-investment-related businesses, including Purpose Portfolio Management, LLC, Augustiner Acres, LLC, and Karsten Wealth, LLC. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach centered on asset allocation, dollar-cost averaging, and a mix of short- and long-term strategies, supported by regular account reviews and ongoing tax consultation.

Megan Prochniak is a CFP® with 16 years of industry experience and has been with Paladin Partners since 2009. She holds a Series 66 license and is based in Hartland, WI. Outside of her advisory work, she is a 50% owner of a commercial rental real estate business in Hartland. Paladin Partners serves individual clients, including high-net-worth individuals, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides comprehensive financial planning and portfolio management with a focus on discretionary account management and customized investment strategies.

Dustin Dupart is a Series 65-licensed advisor with Elevated Private Wealth in Hartland, WI, bringing five years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management for four years and was self-employed for three years. He is also the owner of Dupart Wealth Management, LLC, a non-investment-related business based in Weddington, NC. Elevated Private Wealth provides investment advisory services to individuals and high net worth clients, offering portfolio management and asset allocation recommendations through discretionary and non-discretionary accounts. The firm uses various strategies tailored to client objectives, including asset allocation, dollar-cost averaging, and technical analysis.

Michael Rodenbaugh is a CFP® and CFA® at Boardwalk Financial Strategies LLC with 15 years of industry experience. He has worked at Boardwalk Financial Strategies since 2012 and previously at Altair Advisers LLC and Deloitte Investment Advisors LLC. Outside of advisory work, he serves as vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit organization supporting healthcare advocacy and philanthropy. Boardwalk Financial Strategies provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm manages approximately $197.6 million across about 85 client relationships, focusing on long-term, globally diversified portfolios built around asset allocation, risk tolerance, and periodic rebalancing.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

Colin Oquist is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and recently began his career in the industry. Prior to joining Ellenbecker in 2024, his work experience includes roles outside of finance in education and retail. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios supported by independent research and integrates technology and artificial intelligence in its operations, while also offering affiliated tax and accounting services through a CPA-staffed unit.

Julie Ellenbecker Lipsky is a CFP® professional with 27 years of industry experience, currently serving at Ellenbecker Investment Group. She previously worked at SII Investments, Inc. for 17 years. Lipsky holds leadership roles outside of her advisory work, including Vice President of the Ellenbecker Investment Group Charitable Foundation and board member of the Rogers Memorial Hospital Foundation. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs model portfolios supported by independent research and integrates technology and AI into its services while maintaining human oversight.

Karen Ellenbecker is a financial advisor at Ellenbecker Investment Group in Waukesha, WI, with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ellenbecker Investment Group since 1997. Ellenbecker serves as president of the Lifetime Planning Institute, Inc. and the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children. She also holds board positions with the Wisconsin Club, Foundations Bank, Milwaukee Film Board, Stand-Up-and-Play.com, and participates on the investment committee of the Better Business Bureau of Wisconsin. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor allocations and incorporates technology including AI-assisted tools, while providing integrated tax and accounting services through an affiliated unit staffed with CPAs and enrolled agents.

Michele Brehm is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and US Bancorp Investments Inc. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor investment allocations and also has an affiliated tax and accounting unit offering tax planning and return preparation services.

Haley Fuhrmann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc., and RSM US LLP. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Thomas Peterson is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with IAG Wealth Partners (formerly Investors Advisory Group LLC) and LPL Financial LLC since 2011. IAG Wealth Partners manages approximately $1.585 billion in assets across about 2,210 client relationships through a 14-advisor team. The firm serves individual and high-net-worth clients with financial planning, consulting, and portfolio management, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies.

James Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with a Series 65 designation and three years of industry experience. He has worked at LaSalle since 2021 and previously held roles at Randstad and ISS. LaSalle Investment Advisors is an independent, state-registered firm managing portfolios for individuals, trusts, and retirement plans. The firm employs diversified asset-allocation models and multiple analytical approaches, offering both discretionary and non-discretionary account management along with financial planning and tax preparation consulting.

Kevin Reardon is a CFP®-certified financial advisor with 27 years of experience, currently serving clients at Shakespeare Wealth Management, LLC in Pewaukee, WI. He has been with the firm since 1999. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $641.9 million across a six-advisor team. The firm employs a model-driven, allocation-focused investment approach tailored to risk profiles, using diversified mutual funds and ETFs, and provides discretionary portfolio management alongside comprehensive financial planning.

John Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with 10 years of industry experience and holds Series 63 and Series 65 licenses. He is the owner and president of LaSalle Financial Services Inc., a general consulting business focused on securities selection and software system development. Additionally, he serves as a director of Petcoff Inc., Petcoff Developments Inc., Petcoff Enterprises Inc., and Petcoff Foundation Ind., which are involved in business development, real estate development, and foundation management. LaSalle Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, business profit-sharing plans, and retirement plans. The firm manages approximately 227 client relationships with around $119 million in discretionary assets, utilizing client-specific asset allocation models and a combination of analytical methods to guide investment decisions.

Jennifer Vonruden is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with IAG Wealth Partners since 2003. Outside of her advisory role, she is involved in managing a family farm inherited with her siblings. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and often incorporates third-party managers and LPL-sponsored programs in client solutions.

Isaac Schroeder is a financial advisor at Ellenbecker Investment Group with a Series 65 designation. He joined the firm in 2025 and has previous experience with organizations including the Waukesha Express Swim Team, Merrill Hills Country Club, and Beyond the Books Home Schooling. Ellenbecker Investment Group serves individual clients across a range of wealth levels, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, supported by model portfolios and independent investment analysis, while also offering tax and accounting services through a wholly owned subsidiary.

Heather Deaton is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has worked with Northwestern Mutual Investment Services LLC since 2016. Ellenbecker Investment Group serves a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Michael Koerner is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IAG Wealth Partners since 2017, with prior experience at LPL Financial LLC, H. Beck, Inc., and Annex Wealth Management. Outside of his advisory role, Koerner serves as a staff soccer coach for Elmbrook United. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships with a 14-advisor team. The firm offers financial planning, consulting, and portfolio management for individual and high-net-worth clients, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies, as well as third-party managers and LPL-sponsored advisory programs.

Brian Ellenbecker is a CFP® with 26 years of industry experience, currently serving at Shakespeare Wealth Management, LLC since 2020. His prior roles include 15 years at Robert W Baird & Co and earlier positions at Eagle Strategies and Strong Capital Management Inc. He is president of the Milwaukee Tennis & Education Foundation. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $642 million across 312 accounts with a six-advisor team. The firm uses a model-driven, allocation-focused investment approach with diversified holdings in mutual funds and ETFs and provides discretionary portfolio management alongside comprehensive financial planning.