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.

Matthew Miler is a CFP® and holds a Series 65 license, with 17 years of experience in the financial services industry. He is currently with The MilWealth Group, LLC, where he has been since 2021, including its prior iteration as McCarthy Grittinger Financial Group. Outside of his advisory role, he serves as a course instructor for the International Foundation of Employee Benefit Plans, teaching Investment Basics. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate accounts. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation and retirement plan advisory.

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.

Matthew Goihl is a CFP® professional with 16 years of industry experience. He is affiliated with Broadview Financial Management, LLC and has worked with Sja Financial Advisory, LLC since 2008. 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 manages approximately $623 million in assets and offers financial planning, consulting, and portfolio management services using a fiduciary approach and a Modern Portfolio Theory-based investment process.

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.

Kevin Christensen is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. He also engages in life insurance and fixed annuity sales through Ash Brokerage. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 clients through a team of 16 advisors. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term asset allocation strategy supported by proprietary and third-party models.

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.

Catherine Milligan is a financial advisor with Fortress Planning Group in Pewaukee, WI, holding a Series 65 designation and two years of industry experience. Prior to joining Fortress Planning Group, she worked at Kendra Scott for five years and spent three years as a homemaker. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly through Dimensional Fund Advisors funds.

Matthew Kons is a financial advisor at BKM Wealth Management with 25 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 offers wealth management services centered on formal financial planning, utilizing both active and passive investment strategies across various asset classes and employing independent managers and wrap-fee programs.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Steven Manders is a CFP® with 14 years of industry experience currently with BKM Wealth Management. Prior to joining BKM in 2023, he worked for Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2023. He holds an inactive Wisconsin law license and serves as a trustee or co-trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $652 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services centered on formal financial planning, combining active and passive investment strategies and independent manager evaluation.

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.

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 previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2023. 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 offers wealth management services based on formal financial planning, combining active and passive strategies across various asset classes and employs both discretionary and non-discretionary management approaches.

Carson Biber is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, The Vanguard Group, Inc., and Charles Schwab. 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 using model portfolios and third-party tools, and it incorporates active strategies and AI-assisted note-taking in client communications.

Kristina Alfini is a financial advisor at Drake & Associates, LLC with six years of industry experience. She holds a Series 65 credential and previously worked at Ellenbecker Investment Group and several other financial and wellness-related firms. Outside of her advisory role, she is also a certified yoga instructor. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based investment approach using model portfolios and third-party analytics, incorporating active strategies and AI tools, while maintaining custody through Charles Schwab.

Randall Winkler is a CFP® with 24 years of industry experience, currently serving at Drake & Associates, LLC since 2022. He previously worked at H. Beck, Inc. and Annex Wealth Management, LLC. Outside of his advisory role, he is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, offering clients insurance products alongside financial advice. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based, top-down investment process using model portfolios and third-party platforms, and incorporates active strategies and AI-assisted meeting notes in its operations.