Michael Peters is a CFA® charterholder with 15 years of industry experience and has been with Entasis Asset Management LLC since 2016. He is based in Brookfield, WI, and works as part of a five-advisor team. Entasis Asset Management provides investment advisory, financial planning, tax planning, and related services to individuals, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment approach driven by in-house research and a documented manager selection process, offering discretionary, tax-aware portfolio management alongside technology-enabled options and a range of specialized consulting services.

Jean Golla is a financial advisor at Sikich Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Bank, Morgan Stanley, LPL Financial, Johnson Bank, BMO Harris Financial Advisors, and other firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning with portfolio management and uses an asset-allocation approach informed by modern portfolio theory, employing both in-house and third-party managers across multiple platforms.

John Maresh is a financial advisor with LaSalle Investment Advisors, Inc. in Pewaukee, WI, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with LaSalle Investments since 1995 and has also been associated with Superior Financial Services, Inc. since 2017. Outside of his advisory role, he provides insurance services, including life, disability, and long-term care policies. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in assets. The firm uses client-specific asset allocation models and a combination of analytical approaches, with an internal investment committee guiding decisions and quarterly portfolio reviews.

K. Robert Batchelor is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Entasis Asset Management LLC since 2016. He is also President of CSC Investments LLC, a non-investment business focused on personal real estate project oversight. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors, employing a Core/Completion philosophy with in-house research and a documented manager selection process.

Anthony Drake is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Drake & Associates, LLC since 2010 and previously worked at Redhawk Wealth Advisors, Inc. from 2008 to 2010. In addition to his advisory role, he is a licensed insurance agent in Wisconsin, offering insurance products to clients. Drake & Associates, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $607 million in assets through a multi-advisor team, employing a model-driven investment process that incorporates technology and AI tools to support client service and administration.

Adam Stoeckler is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He currently works at Highland Investment Advisors LLC, where he has been since 2022, and previously operated Stoeckler Financial Advisory Services, LLC for 13 years. Outside of his advisory work, he serves as Deacon of Finance and a member of the Finance Committee at Lakewood Baptist Church, overseeing budgeting and financial management. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm uses a “GRIP” framework focused on growth, risk reduction, and inflation protection, employing model portfolios informed by academic research and Modern Portfolio Theory, with investment strategies that include Dimensional Fund Advisors funds, direct indexing, option-based hedging, and tax-aware trading.

Ryan Janick is a financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 66 designation. He has been with Drake & Associates since 2025. Outside of his advisory role, he serves as a Field Referee at Boxhorn Gun Club, a sportsman club featuring trap, sporting clays, and 5 stand shooting activities. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, managing approximately $607 million in client assets. The firm uses a model-driven investment process tailored to client risk tolerance, primarily employing ETFs, mutual funds, and equities.

Thomas Neumann is a financial advisor at Drake & Associates, LLC in Waukesha, WI, with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Huntington Investment Company, Wells Fargo Clearing, Wells Fargo Bank, Wells Capital Management, and Allspring Funds Management. Neumann serves as a board member of the Long Lake Protection District and is also a licensed insurance agent with Loft Financial Advisory Group, where he offers insurance products to clients. Drake & Associates provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a top-down, model-driven investment process with technology tools and manages approximately $607 million in client assets.

Ryan Radecki is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of finance, his background includes work with Chicago Trivia Guys and G4S Secure Solutions. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process using technology and AI-enabled tools to tailor portfolios primarily composed of ETFs, mutual funds, and equities.

Ashley Fredricks is a financial advisor at Entasis Asset Management LLC with two years of industry experience. She holds the PFS™ designation and also owns Fredericks CPA LLC, a tax and accounting practice. Prior to joining Entasis, she worked at Dwayne Johnson & Associates, SC for two years. Entasis Asset Management serves individual clients, institutions, retirement plans, and other entities by providing investment advisory, financial planning, and tax planning services. The firm uses a Core/Completion investment approach combining in-house research and a documented manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

John Kurcz is a CFP® professional with nine years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Advisor Network, Thrivent Financial, Cabot Lodge Securities, and Premier Legacy Wealth Management. He is also active as an insurance agent through Keli Financial Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers fractional family-office services and emphasizes disciplined, long-term diversified asset allocation using model portfolios and third-party manager oversight.

John Majewski is a financial advisor at Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at DBHW Wealth Partners and Zarletti. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, managing approximately $607 million in client assets. The firm employs a top-down, model-driven investment process and utilizes technology, including AI-enabled tools, to support client service and administrative workflows.

William Berrall is a financial advisor at BKM Wealth Management with 48 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of five advisors managing over $650 million for a diverse client base that includes individuals, high-net-worth clients, retirement plans, and businesses. The firm offers wealth management services centered on formal financial planning, employing risk-adjusted, tax-aware asset allocations through a combination of active and passive strategies.

Evan Salentine is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Alongside, he worked at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, Salentine owns Salentine's ACT Prep, an ACT tutoring business he has operated since 2018, and is part-owner of a commercial condo development project. Alongside, LLC is an SEC-registered advisory firm serving over 2,100 client relationships with a team of 16 advisors. The firm offers comprehensive financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term investment approach based on Modern Portfolio Theory and multiple analytical methods.

Anthony Trindade is a financial advisor with Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 credential and has one year of industry experience, including prior roles at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process supported by technology and manages approximately $607 million in client assets across several thousand relationships.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Senglaub Financial Group and Northwestern Mutual. Christiansen is also licensed as an insurance agent in Wisconsin, offering insurance products alongside his advisory role. Drake & Associates is a multi-advisor team 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 primarily implements portfolios with ETFs, mutual funds, and equities, while incorporating AI-enabled tools to support client service.

Jacob Newlin is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Drake & Associates, he worked at Edward Jones and has background experience in other non-financial roles. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab, HTLF/UMB Bank, Wisconsin Bank & Trust, and LPL Financial. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing and administration.

Charles Batchelor is a CFA® charterholder with 15 years of industry experience, currently serving at Entasis Asset Management LLC since 2016. He is part of a five-advisor team based in Brookfield, WI. Entasis Asset Management provides investment advisory, financial planning, tax planning, and non-investment management services to individuals, institutions, and retirement plans. The firm emphasizes a Core/Completion investment approach supported by proprietary research and a disciplined manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of six advisors managing over $650 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm uses a formal financial planning process and employs a mix of active and passive investment strategies to construct risk-adjusted, tax-aware portfolios.