Stephen White is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He currently works at Envision Financial LLC and previously spent ten years at BMO Wealth Management US. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to guide investment decisions, typically implementing portfolios with ETFs and institutional mutual funds while monitoring and rebalancing client accounts regularly.

Thomas Dornoff is a CFP® professional with 32 years of experience in the financial services industry. He has been with Granite Financial Group since 2013 and holds a Series 63 license. Granite Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $186.2 million in discretionary assets and offers fiduciary services to qualified retirement plans, implementing portfolios through asset allocation, model portfolios, and third-party managers via LPL Financial programs.

Ryan Moran is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Highland Investment Advisors LLC. His prior roles include positions at Gresham Partners LLC, JMG Financial Group, Ltd., JPMorgan Securities LLC, and the Stark Family Office. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a GRIP framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and Modern Portfolio Theory.

Brandon Boyer is a financial advisor at Alongside, LLC based in New Berlin, WI. He holds a Series 65 designation and has recent experience at Keil Financial Partners. Prior to entering the financial industry, he worked in education and retail. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm uses a disciplined, model-based investment approach with oversight of third-party managers and offers fractional family-office services.

Robert Dignan is a CFP® professional with 27 years of industry experience, currently serving as an independent Investment Advisor Representative with Highland Investment Advisors LLC. He is the sole owner of Next Chapter Financial Planning, LLC and has held various advisory roles since 2005. Dignan is also an elected member of the East Troy Community School District School Board. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, using model portfolios influenced by academic research and incorporates strategies such as direct indexing and option-based hedging.

Abbigail Kuna is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Regency Senior Communities, Onalaska School District, Creamery Creek Senior Living, and KCD Financial. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm’s investment approach follows a “GRIP” framework emphasizing growth, risk reduction, and inflation protection, using model portfolios based on academic research and incorporating strategies such as direct indexing and option-based hedging.

Jaclyn Pappalardo is a financial advisor at BKM Wealth Management with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. Outside of her advisory role, she serves as a trustee for the Michael and Bonnie Schroeder Irrevocable Trust, managing its assets and financial matters. BKM Wealth Management is a team of six advisors managing approximately $651.8 million across 590 client relationships. The firm provides wealth management services supported by a formal financial planning process and employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies.

Jessica Reddy is a CFP® with seven years of industry experience, currently serving as an advisor at Drake & Associates, LLC. She previously worked at Catalyst Financial Planning & Investment Management Corporation and is the founder and owner of Jessica Reddy Coaching, where she provides executive coaching to professional women. Drake & Associates is a multi-advisor team managing approximately $607 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process using LSA Portfolio Analytics and integrates technology, including AI-enabled tools, to support client service and administration.

Corrine Bultman is a financial advisor at Coordinated Capital Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Coordinated Capital Securities since 2007. Outside of her advisory role, she is an independent insurance agent specializing in group life, long-term and short-term disability, long-term care, health, vision, and dental insurance. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Bradley Allen is a financial advisor with Drake & Associates, LLC in Waukesha, WI, holding a Series 65 credential and possessing nine years of industry experience. He has been with Drake & Associates since 2015. Additionally, he works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through a multi-advisor team managing approximately $607 million in client assets. The firm employs a model-driven investment approach using LSA Portfolio Analytics and incorporates technology, including AI tools, to support client servicing and administrative functions.

Thomas Pappenfus is a financial advisor with Landaas & Company in New Berlin, WI. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with Landaas & Company. Mr. Pappenfus is also a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

Malachi Hummel is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm uses a model-driven investment process to tailor portfolios primarily using ETFs, mutual funds, and equities, and manages approximately $607 million in client assets.

Chase Lakari is a financial advisor at Drake & Associates, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments and State Farm. Outside of finance, he has been a sales manager for Wolf Creek Productions, an outdoor media production company, since 2019. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment approach using LSA Portfolio Analytics to tailor asset allocations, primarily implementing portfolios with ETFs, mutual funds, and equities.

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.

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.

David Lacroix is a financial advisor with Entasis Asset Management LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Entasis since 2018 and previously worked at Cleary Gull Advisors Inc. for one year. Entasis Asset Management provides advisory, financial planning, tax planning, and non-investment management services to individual clients, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment strategy based on detailed in-house research, combining qualitative due diligence and quantitative scoring, and offers both discretionary, tax-aware portfolio management and technology-enabled solutions through Charles Schwab’s IIP platform.

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.

Matthew Kons is a CFP® professional with 25 years of experience in the financial services industry. He is currently with BKM Wealth Management and has previously worked at Wells Fargo Advisors and Morgan Stanley. Matthew co-owns HIC SUNT DRACONES LLC, an investment-related business, with his spouse. BKM Wealth Management is a six-advisor team managing over $650 million across various client types, including individuals, high-net-worth clients, and businesses. The firm provides wealth management services centered on formal financial planning and employs a combination of active and passive investment strategies tailored to risk and tax considerations.

Steven Manders is a CFP® with 14 years of industry experience. He is currently with BKM Wealth Management, where he has worked since 2023. Prior to joining BKM, he was with Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. He holds an inactive Wisconsin law license and serves as co-trustee and trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across nearly 590 client relationships. The firm offers wealth management services focused on formal financial planning, employing a mix of active and passive investment strategies and collaborating with independent managers.

William Manders is a financial advisor at BKM Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. BKM Wealth Management is a team of six advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm provides wealth management services centered on financial planning, utilizing a combination of active and passive investment strategies across multiple asset classes while incorporating independent manager selection and insurance consulting.