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® with 14 years of experience, currently serving at Boardwalk Financial Strategies LLC since 2012. He also has a longstanding affiliation with Altair Advisers LLC dating back to 2007. Outside of his advisory roles, he is vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit focused on financial support and advocacy in healthcare. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans by providing comprehensive financial planning and investment supervisory services. The firm emphasizes long-term, globally diversified portfolios using mutual funds and ETFs, supported by a small advisor team and a centralized account review process.

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.

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.

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 25 years of industry experience, currently serving at Shakespeare Wealth Management, LLC since 2020. Prior to this, he spent 15 years at Robert W Baird & Co. He serves as president of the Milwaukee Tennis & Education Foundation. Shakespeare Wealth Management is a six-advisor team managing approximately $641.9 million for individual and corporate clients. The firm employs a model-driven, allocation-focused investment approach with diversified portfolios aligned to client risk profiles.

Joshua Oswald is a financial advisor at IAG Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has worked at IAG Wealth Partners and LPL Financial since 2022. Outside of his advisory role, he works part-time delivering for DoorDash and is employed seasonally at The Ingleside Hotel. IAG Wealth Partners manages approximately $1.6 billion in client assets across over 2,200 relationships. The firm serves individual and high-net-worth clients with a long-term, buy-and-hold investment approach, offering both model-based and custom portfolio strategies, and utilizes a range of third-party managers and LPL-sponsored advisory programs.

Jesse Sindorf is a CFP® professional with eight years of industry experience, currently affiliated with IAG Wealth Partners, LLC and LPL Financial, LLC. He holds the Series 66 designation and has been with IAG Wealth Partners for ten years and LPL Financial for nine years. Sindorf provides administrative support within IAG Wealth Partners in addition to his advisory role. IAG Wealth Partners offers financial planning, discretionary investment management, and consulting services to individual and business clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes a long-term, buy-and-hold investment approach and utilizes both model-based and custom strategies, often implementing client relationships through LPL-sponsored programs.

Kevin Sandieson is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fortress Planning Group since 2018 and previously worked at The Master Lock Company for four years. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for both individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs, focusing on value and small-cap exposures aligned with Modern Portfolio Theory.

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.

Jake Perrine is an advisor at Fortress Planning Group with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fortress Planning Group, he worked at Fidelity Investments and Charles Schwab Co., Inc. He also has experience outside the financial industry, including managing Eric's Hand Tossed Pizza & Sub. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for a mix of individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management with a consultative process, focusing on diversified mutual funds and ETFs aligned with Modern Portfolio Theory and primarily uses Dimensional Fund Advisors funds.

Catherine Milligan is a financial advisor with Fortress Planning Group in Pewaukee, WI, holding a Series 65 designation and two years of industry experience. Prior to joining Fortress Planning Group, she worked at Kendra Scott for five years and spent three years as a homemaker. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly through Dimensional Fund Advisors funds.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.

Ryan Rink is a financial advisor at Shakespeare Wealth Management, LLC in Pewaukee, WI, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and Thrivent Investment Management. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven, allocation-focused investment approach that incorporates diversified mutual fund and ETF holdings, factor tilts, and third-party sub-advisers while providing clients with an online planning portal and regular reporting.