Michael Wesolowski is a financial advisor at Liberty Financial Group, Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and has previous experience with Voyager Capital Management, LLC and Raymond James Financial Services. Prior to his financial career, he worked in educational roles at Intertots Trilingual School and Wat Donthong School. Liberty Financial Group, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and small businesses. The firm serves both individual and high-net-worth clients, employing a strategic asset allocation approach that combines active and passive investment strategies.

Sarah Kopesky is a financial advisor at Breakthru Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Woodbury Financial Services and Coast Advisory LLC. Outside of her advisory role, she owns K2 Financial, LLC, which provides tax preparation and insurance services. Breakthru Advisory Services offers asset management and financial planning primarily to individuals, trusts, estates, and high-net-worth family clients. The firm provides discretionary portfolio management and tailored financial planning using fundamental and technical analysis, ETFs, mutual funds, and tax-aware reviews.

Ronald Chandler is a financial advisor at Summit Investment Management, Ltd. in Greenfield, WI, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with Summit since 2012. Summit Investment Management provides continuous asset management to individuals, retirement and profit-sharing plans, foundations, trusts, charitable and religious organizations, partnerships, and other investment advisers. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and individual bonds, incorporating macroeconomic factors into allocation decisions and offers both Investment Management and Wealth Management Oversight services on a discretionary basis.

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.

Colin Oquist is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and recently began his career in the industry. Prior to joining Ellenbecker in 2024, his work experience includes roles outside of finance in education and retail. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios supported by independent research and integrates technology and artificial intelligence in its operations, while also offering affiliated tax and accounting services through a CPA-staffed unit.

Lisa Dregne is a CFP® professional with 11 years of industry experience, currently serving at Broadview Financial Management, LLC. Her prior roles include positions at SJA Financial Advisory, Global View Capital firms, State Farm, Yorkshire Insurance Advisors, and ValMark Advisers. Broadview Financial Management serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers financial planning, consulting, and portfolio management services, managing approximately $623 million in assets.

Julie Ellenbecker Lipsky is a CFP® with 27 years of industry experience, affiliated with Ellenbecker Investment Group in Waukesha, WI. She has been with Ellenbecker Investment Group since 1996 and Sii Investments, Inc. since 1998. Lipsky serves as Vice President of the Ellenbecker Investment Group Charitable Foundation and is a board member of the Rogers Memorial Hospital Foundation. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs a model portfolio approach supported by independent research and incorporates AI-assisted tools with human oversight, offering integrated tax and accounting services through an affiliated unit.

Karen Ellenbecker is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. She has been with Ellenbecker Investment Group and SII Investments, Inc. since 1997. Outside of her advisory work, she serves as president of the Lifetime Planning Institute, Inc. and the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children, and holds board positions with several organizations including the Wisconsin Club, Foundations Bank, and the Milwaukee Film Board. 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, retirement plan consulting, and educational seminars, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance. The firm also operates a tax and accounting subsidiary staffed by CPAs and emphasizes client education and ongoing communication.

Michele Brehm is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and US Bancorp Investments Inc. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor investment allocations and also has an affiliated tax and accounting unit offering tax planning and return preparation services.

Haley Fuhrmann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc., and RSM US LLP. 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, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Thomas Peterson is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with IAG Wealth Partners (formerly Investors Advisory Group LLC) and LPL Financial LLC since 2011. IAG Wealth Partners manages approximately $1.585 billion in assets across about 2,210 client relationships through a 14-advisor team. The firm serves individual and high-net-worth clients with financial planning, consulting, and portfolio management, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies.

Kevin Reardon is a CFP®-certified financial advisor with 27 years of experience, currently serving clients at Shakespeare Wealth Management, LLC in Pewaukee, WI. He has been with the firm since 1999. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $641.9 million across a six-advisor team. The firm employs a model-driven, allocation-focused investment approach tailored to risk profiles, using diversified mutual funds and ETFs, and provides discretionary portfolio management alongside comprehensive financial planning.

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.