Steven Manders is a CFP® with 14 years of industry experience. He is currently with BKM Wealth Management, where he has worked since 2023. Prior to joining BKM, he was with Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. He holds an inactive Wisconsin law license and serves as co-trustee and trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across nearly 590 client relationships. The firm offers wealth management services focused on formal financial planning, employing a mix of active and passive investment strategies and collaborating with independent managers.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.

Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.

William Manders is a financial advisor at BKM Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. BKM Wealth Management is a team of six advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm provides wealth management services centered on financial planning, utilizing a combination of active and passive investment strategies across multiple asset classes while incorporating independent manager selection and insurance consulting.

Carson Biber is a Series 66-registered financial advisor with Drake & Associates, LLC, with four years of industry experience. His prior roles include positions at The Vanguard Group, LPL Financial, and Charles Schwab. He is also a licensed insurance agent in Wisconsin, offering insurance products through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm uses a model-driven investment process focused on tailored asset allocation and employs technology, including AI-enabled tools, to enhance client servicing.

Salvatore Ferrito Jr. is a financial advisor at PlanVision, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm delivers written plans and ad-hoc consultations without imposing account minimums and emphasizes a long-term, simplified allocation philosophy favoring passive investments.

Kristina Alfini is a financial advisor at Drake & Associates, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Ellenbecker Investment Group and several other firms. Outside of her advisory role, she is a certified yoga instructor. 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 tailored to client risk tolerance and objectives, managing approximately $607 million in assets across several thousand client relationships.

Randall Winkler is a CFP® with 25 years of industry experience, currently affiliated with Drake & Associates, LLC since 2022. His prior roles include positions at Annex Wealth Management, LLC, H. Beck, Inc., and BMO Harris Financial Advisors, Inc. He is also a licensed insurance agent in Wisconsin, offering clients advice and insurance products through Loft Financial Advisory Group, LLC. 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 LSA Portfolio Analytics and utilizes technology, including AI tools, to support client servicing across several thousand client relationships.

Ryan Rink is a financial advisor at Shakespeare Wealth Management, LLC in Pewaukee, WI, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and Thrivent Investment Management. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven, allocation-focused investment approach that incorporates diversified mutual fund and ETF holdings, factor tilts, and third-party sub-advisers while providing clients with an online planning portal and regular reporting.

Andrea Bulen is a CFP® professional with 17 years of industry experience. She has worked at Shakespeare Wealth Management, LLC since 2013 and was also affiliated with Hogan Financial from 2009 to 2013. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities with discretionary portfolio management and comprehensive financial planning. The firm uses a model-driven, allocation-focused investment approach tailored to risk profiles and emphasizes diversified portfolios with mutual funds and ETFs.

Jean Range is a CFP® professional with 24 years of industry experience and has been with Ellenbecker Investment Group since 2009. She is based in Waukesha, WI, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she teaches religious education at St. Leonard Catholic Church and volunteers on the raffle committee for the Women and Girls Fund of Waukesha County. Ellenbecker Investment Group serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, utilizing model portfolios and independent research to tailor client allocations, and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

Jamie Williams is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing Services, BANK of AMERICA, N.A., and Merrill. Ellenbecker Investment Group offers 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 and independent research to tailor investment allocations and integrates an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

William Theis is a financial advisor with LaSalle Investment Advisors, Inc., holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at LaSalle since 2017 and previously spent nine years with Freedom Investors Corp. In addition to his role at LaSalle, he provides brokerage services and portfolio management through Superior Financial Services. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in discretionary assets. The firm constructs diversified, client-specific asset allocation models and employs both long- and short-term investment strategies guided by an in-house investment committee.

Shaun Williams is a financial advisor with Avaii Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Avaii in 2026, he worked for Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC for 20 years. He is also president of Williams Financial, LLC, a business focused on insurance and business planning, and is involved in farming activities. Avaii Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning and portfolio management using a mix of active and passive investments and third-party managers when appropriate.

Sandra Miller is a financial advisor at Ellenbecker Investment Group with 10 years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2015. Outside of her advisory role, Miller serves on the fundraising committee for Calvary Baptist School. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and discretionary investment management, combining model portfolios and independent investment analysis with customized asset allocation tailored to client objectives.

William Morrison is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation with 12 years of industry experience. He has been with Highland Investment Advisors since 2013. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework centered on Growth, Risk Reduction, and Inflation Protection, utilizing model portfolios influenced by academic research and Modern Portfolio Theory, with a focus on small-cap and value equities.

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.

Debra Melvin is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Cedar Creek Securities. She is also the author of a financial workbook for women titled *Finding your Worth & Wealth*. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm emphasizes a long-term, buy-and-hold approach and utilizes both model-based and custom strategies, often implementing investment solutions through LPL Financial’s platforms.

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.

Christopher Mitchell is a CFP® professional with 23 years of industry experience. He is affiliated with IAG Wealth Partners, LLC and has worked at LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in client assets, serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs.