Nathan Corroy is a CFP® professional at Richardson Capital Management, LLC with 11 years of industry experience. He has been with Richardson Capital Management since 2014. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial consulting. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and occasionally less-liquid vehicles, while also offering account aggregation and formal Family Office services.

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.

Jennifer Kohls is a financial advisor at Richardson Capital Management, LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at DB Tax and Wealth, UW Parkside, Milwaukee Area Technical College, and work as an independent contractor. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and standalone financial, tax, insurance, and estate planning consulting. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and, when appropriate, less-liquid vehicles such as interval and private funds, alongside account aggregation and order-management platforms.

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.

Daniel Brown is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Richardson Capital Management, LLC since 2017 and previously worked at Annex Wealth Management LLC from 2013 to 2017. Daniel is based in Menomonee Falls, WI, and is part of a seven-advisor team at Richardson Capital Management. Richardson Capital Management provides investment management, wealth management, family office services, and consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including equities, fixed income, mutual funds, ETFs, and may incorporate less-liquid vehicles, while offering consolidated reporting and specialized family office services.

Gregg Shaffer is a financial advisor with Richmond Investment Services LLC in Mequon, WI, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Shaffer is also a licensed insurance agent, providing additional financial services alongside his advisory work. 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 customized financial planning, discretionary portfolio management, and retirement plan consulting, using a variety of LPL-sponsored programs and an independent Strategic Wealth Management program.

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.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and over 21 years of industry experience. She has previously worked at LPL Financial from 2010 and Wells Fargo Clearing from 2008 to 2010. Boris offers non-variable insurance products through Highland Capital Brokerage alongside her advisory services. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm emphasizes tailored asset allocation and ongoing portfolio supervision, utilizing a variety of LPL-sponsored programs and its Strategic Wealth Management program.

William Zenk is a CFP® professional with 22 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. Outside of advisory work, he practices elder law and estate planning through the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and tailored financial plans, utilizing quantitative methods and offering access to third-party managers and proprietary strategies distributed on various platforms.

Matthew Demet is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spectrum Investment Advisors since 2013. 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, and it uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ to support portfolio management.