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 Investment Management since 2012. Summit Investment Management provides continuous asset management services to individuals, retirement and profit-sharing plans, foundations, trusts, charitable and religious organizations, partnerships, and other advisers. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, applying macroeconomic factors in allocation decisions, and offers both Investment Management and Wealth Management Oversight tiers with ongoing account monitoring and professional coordination.

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.

Lauren Neese is a financial advisor at Landaas & Company with five years of industry experience. She holds the Series 66 designation and has been with Landaas & Company since 2019. Prior to that, she worked at Llr and spent several years in homemaking. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.

Christopher Evers is a CFP® with 12 years of industry experience, currently affiliated with Operose Advisors LLC. He previously worked at Landaas & Company for nine years before joining Operose Advisors in 2022. Operose Advisors provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, families, trusts, and private funds. The firm employs a multi-strategy investment approach that includes mutual funds, ETFs, separately managed accounts, and alternative investments, supported by an internal Investment Committee and external research.

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® professional with 27 years of industry experience, currently serving at Ellenbecker Investment Group. She previously worked at SII Investments, Inc. for 17 years. Lipsky holds leadership roles outside of her advisory work, including Vice President of the Ellenbecker Investment Group Charitable Foundation and board member of the Rogers Memorial Hospital Foundation. 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 employs model portfolios supported by independent research and integrates technology and AI into its services while maintaining human oversight.

Peter Schumacher is a financial advisor with Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He worked at Johnson Wealth Inc. for nine years before joining Oarsman Capital in 2022. Oarsman Capital provides investment-management services, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, broad sector diversification, tax-efficient strategies, and low turnover, employing AI-based tools and discretionary management in its portfolio construction.

Robert Draper is a Series 65-licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners is an employee-owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm employs proprietary research and an ESG scoring overlay in its investment process and integrates AI and data science tools with human oversight.

Jonathan Smucker is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation and 13 years of industry experience. He has been with Marietta Investment Partners since 2015. Marietta Investment Partners is an employee-owned SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm employs proprietary research and an ESG scoring overlay in its global growth and equity strategies, supported by AI and data science tools overseen by the investment team.

Robyn Abel is a financial advisor with Landaas & Company in Milwaukee, WI. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Landaas & Company in 2022, Robyn worked at Baird and Wetzel Brothers, an RR Donnelley company. Landaas & Company provides investment advisory and financial planning services to individual investors, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

Karen Ellenbecker is a financial advisor at Ellenbecker Investment Group in Waukesha, WI, with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ellenbecker Investment Group since 1997. Ellenbecker serves as president of the Lifetime Planning Institute, Inc. and the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children. She also holds board positions with the Wisconsin Club, Foundations Bank, Milwaukee Film Board, Stand-Up-and-Play.com, and participates on the investment committee of the Better Business Bureau of Wisconsin. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor allocations and incorporates technology including AI-assisted tools, while providing integrated tax and accounting services through an affiliated unit staffed with CPAs and enrolled agents.

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.

Joshua Bruckert is a financial advisor at Oarsman Capital, Inc with a Series 65 credential and two years of industry experience. Prior to joining Oarsman Capital, he has worked at Success Mortgage Partners, Compeer Financial, and Kindschis Inc. Outside of his advisory role, he operates Bruckert Homestead, a farming business focused on crop and cattle production. Oarsman Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, broad sector diversification, tax-efficient strategies, and employs proprietary modeling and AI tools to support security evaluation and risk management.

Jacob Sheaf is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently with Oarsman Capital, Inc and has previously worked at firms including Landaas & Company, Cain, Watters & Associates, Wealth Advisors Trust Co., and Nationwide Investment Services Corporation. Oarsman Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm constructs customized portfolios with a focus on fundamentally-rated equities, sector diversification, tax efficiency, and long-term holding, utilizing mutual funds, ETFs, and independent managers while employing proprietary modeling and AI tools.

Neal Coleman is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including a long tenure at Wells Fargo Funds Distributor, LLC since 2013. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals and various institutional clients, focusing on value-oriented equity research and traditional credit analysis. The firm manages roughly $1.9 billion in assets, employing fundamental research and derivatives strategies within separately managed accounts.