Anthony Trindade is a financial advisor with Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 credential and has one year of industry experience, including prior roles at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. 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 supported by technology and manages approximately $607 million in client assets across several thousand relationships.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Senglaub Financial Group and Northwestern Mutual. Christiansen is also licensed as an insurance agent in Wisconsin, offering insurance products alongside his advisory role. Drake & Associates is a multi-advisor team serving 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 primarily implements portfolios with ETFs, mutual funds, and equities, while incorporating AI-enabled tools to support client service.

Jacob Newlin is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Drake & Associates, he worked at Edward Jones and has background experience in other non-financial roles. 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 focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab, HTLF/UMB Bank, Wisconsin Bank & Trust, and LPL Financial. 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 focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing and administration.

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 previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of six advisors managing over $650 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm uses a formal financial planning process and employs a mix of active and passive investment strategies to construct risk-adjusted, tax-aware portfolios.

Jonathan Costa is a financial advisor at Drake & Associates, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Bay Crest Partners LLC. Costa is also a licensed insurance agent in Wisconsin, providing clients with insurance advice alongside his advisory services. Drake & Associates manages approximately $607 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment approach using technology and AI-enabled tools to tailor asset allocation and support client servicing.

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 PFS™ credentialed advisor at Highland Investment Advisors LLC with 20 years of industry experience. Prior to joining Highland in 2024, he worked for 18 years at Professional Management of Milwaukee, Inc. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm’s investment approach utilizes a “GRIP” framework focusing on growth, risk reduction, and inflation protection, employing model portfolios influenced by academic research and Modern Portfolio Theory.

Brian Cayon is a CFA® charterholder with 20 years of industry experience. He has worked at Fortress Planning Group since 2022, following roles at Northern Trust Company and Waukesha State Bank. He holds a Series 63 license. 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 with Dimensional Fund Advisors funds.

Scott Wellens is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Fortress Planning Group since 2011. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm follows a four-step consultative process and employs a fiduciary standard while using a diversified investment approach focused on value and small-cap exposures through Dimensional Fund Advisors funds.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Eric Kulwicki is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Intrua Financial and has previously worked at Freedom Wealth Alliance, LPL Financial, and Robert Baird & Co. Kulwicki owns Wisconsin Investor Education, LLC, which provides access to investment and financial education. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, modern portfolio theory, technical, and cyclical analysis to develop customized asset allocations and implements strategies through direct management, model portfolios, and third-party managers.

Michael Venturini is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HBeck from 2015 to 2018. Venturini has been with Annex Wealth Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that incorporates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Chadwick Albano is a financial advisor at Global View Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Robert Half International and Investment Advisors International. Albano is also involved with affiliated entities focusing on marketing and sales of insurance and advisory services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using model-driven strategies focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Matthew Krenke is a CFP®, ChFC®, and Series 66-licensed financial advisor at Annex Wealth Management, LLC with 19 years of industry experience. He has been with Annex Wealth Management since 2018 and previously worked at ASC Wealth & Retirement Advisors LLC. Krenke holds a Wisconsin health and life insurance license. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process with a core-and-tactical approach and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.

Austin Vande Slunt is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has experience working at Home Path Financial, LP, Nike, the University of Wisconsin - Whitewater, and the Lomira School District. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, high-net-worth households, pension plans, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to clients’ needs.

Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.

Andrea Argue is a CFP® professional with 22 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC in Waukesha, WI. She has worked at LPL Financial and Woodbury Financial Services, among others, and is involved with Kave Family Financial, which she has operated since 2016. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Jacquelyn Sklenar is a financial advisor at Annex Wealth Management, LLC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked at Annex Wealth Management since 2013. Prior to that, she was affiliated with H. Beck, Inc. from 2013 to 2018. Outside of advisory work, she is also an insurance agent with Annex Insurance Services, focusing on fixed insurance products. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across over 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities using a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing.