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 financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 65 designation with 17 years of industry experience. He has been with Drake & Associates since 2010. Outside of his advisory role, he is also a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. 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 that incorporates model portfolios and utilizes third-party platforms for portfolio management and cash handling.

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 with Drake & Associates, LLC in Waukesha, WI, holding a Series 66 designation and beginning his advisory career in 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 facilities. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm employs a top-down, allocation-driven investment approach utilizing model portfolios and quantitative signals, with portfolios mainly composed of ETFs and mutual funds and supported by AI-enabled technology alongside human oversight.

Thomas Neumann is a financial advisor with Drake & Associates, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining Drake & Associates in 2019, he worked at Huntington Investment Company and Wells Fargo affiliates. He serves as a board member for the Long Lake Protection District, where he participates in budgeting and lake management discussions. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach and utilizes model portfolios from LSA Portfolio Analytics, with custody at Charles Schwab.

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 from 2021 to 2024. Prior to his financial services career, he was employed at G4S Secure Solutions and was involved with Chicago Trivia Guys. 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 that uses model portfolios and incorporates active strategies as appropriate.

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 with a Series 65 credential. He has experience working at Drake & Associates since 2026 and previously at DBHW Wealth Partners and Zarletti. Prior to his advisory roles, he worked at Papa Murphey's from 2018 to 2022. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $607 million across a 14-advisor team, using a top-down, allocation-driven investment approach with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds.

William Berrall is a financial advisor at BKM Wealth Management with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2023. BKM Wealth Management is a team of five advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services based on formal financial planning and employs a mix of active and passive investment strategies, including independent manager selection and insurance consulting.

Evan Salentine is a financial advisor at Alongside, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, he owns and operates Salentine's ACT Prep, an ACT tutoring business, and is a part-owner of a commercial condo development project. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and supervises third-party managers and model providers, offering fractional family-office services through an affiliated entity.

Anthony Trindade is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and based in Waukesha, WI. He has one year of industry experience and has previously worked at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million through a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and quantitative signals, with portfolios mainly implemented in ETFs and mutual funds and supported by technology including AI-enabled tools for client servicing.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Senglaub Financial Group and Northwestern Mutual. Christiansen also works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. 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 utilizing model portfolios from LSA Portfolio Analytics and maintains custody at Charles Schwab.

Jacob Newlin is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Edward Jones. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm uses a top-down, allocation-driven investment process with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds while employing technology and human oversight.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, HTLF/UMB Bank, and Wisconsin Bank & Trust. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, with portfolios mainly implemented through ETFs and mutual funds.

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 holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Berrall serves as a trustee for the BKM Wealth Management 401(k) plan. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm offers wealth management services focused on a formal financial planning process, using a combination of active and passive strategies and providing investment management, independent manager selection, and insurance consulting.

Jonathan Costa is a financial advisor with Drake & Associates, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments and Bay Crest Partners LLC. Outside of advising, he is a licensed insurance agent in Wisconsin, offering clients insurance products through Loft Financial Advisory Group, LLC. Drake & Associates provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, with portfolios mainly implemented through ETFs and mutual funds.

Ralph Bultman is a financial advisor with Coordinated Capital Securities, Inc. in Brookfield, WI. He holds a Series 63 designation and has 36 years of industry experience, including 19 years with Coordinated Capital Securities. In addition to his advisory role, he is an independent insurance agent and life settlement facilitator. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm manages approximately $137 million across a team of 16 financial professionals, offering both discretionary and non-discretionary programs with a range of investment strategies including tactical and strategic asset allocation.

Scott Keipper is a financial advisor at Highland Investment Advisors LLC with 20 years of industry experience. He holds the PFS™ designation and previously worked at Professional Management of Milwaukee, Inc. for 18 years. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm follows a “GRIP” framework focusing on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.