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.

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 advisor at Highland Investment Advisors LLC. He previously worked at firms including Cedar Point Investment Advisor, Inc./Midland Financial Advisors and Avantax Advisory Services. Dignan is an elected member of the East Troy Community School District School Board. Highland Investment Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment approach, utilizing model portfolios informed by academic research and Modern Portfolio Theory, and offers unique features such as access to Dimensional Fund Advisors funds and a subscription-based financial planning option.

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.

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.

Jaclyn Pappalardo is a financial advisor at BKM Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and related Wells Fargo entities for over a decade. Outside of her advisory role, she serves as a trustee for the Michael and Bonnie Schroeder Irrevocable Trust. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses, offering wealth management services that include financial planning, portfolio management, independent manager selection, and insurance consulting.

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.

Jessica Reddy is a CFP® with six years of industry experience, currently serving as a financial advisor at Drake & Associates, LLC since 2025. She is also the founder and owner of Jessica Reddy Coaching, an executive coaching business focused on providing one-on-one coaching to professional and executive women since 2010. Drake & Associates, LLC is a team-based firm managing approximately $607 million primarily for individual and high-net-worth clients. The firm employs a top-down, allocation-driven investment process using model portfolios and quantitative signals, with discretionary portfolio management primarily utilizing ETFs and mutual funds.

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.

Bradley Allen is a financial advisor at Drake & Associates, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Drake & Associates since 2015. In addition to his advisory role, Allen is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, where he offers clients insurance products. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment process, utilizes model portfolios from LSA Portfolio Analytics, and incorporates active strategies including short-term trading and options writing when appropriate.

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.

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.

Tammy Niemann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 65 designation and has previously worked at Prosperity Mortgage, Wintrust Financial, and Associated Bank. 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, combining model portfolios and independent investment analysis with tailored asset allocation and ongoing management.

Jesse Sindorf is a financial advisor with IAG Wealth Partners, LLC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has worked at LPL Financial, LLC since 2017 and at IAG Wealth Partners, LLC since 2016. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients, with many client relationships implemented through LPL-sponsored programs. The firm generally favors a long-term, buy-and-hold approach and offers both model-based and custom investment strategies.

Chase Lakari is a financial advisor at Drake & Associates, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. Outside of finance, he is a sales manager for Wolf Creek Productions, an outdoor media production company. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach using model portfolios and integrates technology such as AI to assist in client interactions.

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.