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.

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.

Blaine Bancker is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with Capital Investment Services of America Inc since 2019 and previously worked at the University of Wisconsin-LaCrosse. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Ryan Hoffman is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at UC Jonas LLC, Mina Pasta LLC, Balzac, and Club Portraits LLC. 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.

Michael Shone is a financial advisor at Operose Advisors LLC with 22 years of industry experience. He holds the Series 63 designation and has worked at firms including Marquette Associates and Peirce Park Group Inc. before joining Operose Advisors in 2025. He was retired from 2023 to 2025 and worked briefly at Clariti Wealth Advisors prior to that. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm offers customized asset allocation strategies using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

Rimas Milaitis is a financial advisor at Campbell Newman Asset Management Inc with 26 years of industry experience. He holds a Series 65 designation and has been with Campbell Newman since 2005. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on a bottom-up fundamental research process.

Elizabeth Gauthier is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Riverwater Partners, she held various roles in the food and beverage industry, including bartender/server positions at Timbers Bar & Grill and Ohde's Pub & Prime & Tiki Bar. Riverwater Partners serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented, research-driven investment approach combined with responsible investing principles, offering wealth management, financial planning, and separately managed equity strategies.

Chris Brumfield is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, holding a Series 65 credential. He has experience at several financial institutions, including Old National Bank and Wisconsin Bank and Trust. 1834 Investment Advisors provides discretionary and non-discretionary investment management, ongoing financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and tailored portfolio strategies, with discretionary management as its primary service.

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.

Nathan Fredrick is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with eight years of industry experience. He has worked at Riverwater Partners since 2018, following two years as a full-time student. Riverwater Partners provides investment management, wealth management, and financial planning services to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible-investing approach known as the Three Pillar Approach®, focusing on superior businesses, aligned management teams, and attractive valuations.

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.

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.

Jessica Reddy is a CFP® with six years of industry experience, currently serving as a financial advisor at Drake & Associates, LLC since 2025. She is also the founder and owner of Jessica Reddy Coaching, an executive coaching business focused on providing one-on-one coaching to professional and executive women since 2010. Drake & Associates, LLC is a team-based firm managing approximately $607 million primarily for individual and high-net-worth clients. The firm employs a top-down, allocation-driven investment process using model portfolios and quantitative signals, with discretionary portfolio management primarily utilizing ETFs and mutual funds.

Amanda Taylor is a CFP® professional with 23 years of industry experience. She has been with Broadview Financial Management, LLC since 2016. Broadview serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, providing financial planning, consulting, and discretionary investment management services. The firm uses a team-managed approach with portfolios constructed through Modern Portfolio Theory, incorporating mutual funds, ETFs, and Independent Managers where appropriate.

Adam Dodge is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has worked at Sja Financial Advisory, LLC since 2011 and is currently part of the team at Broadview Financial Management, LLC in Wauwatosa, WI. 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 across seven advisors and offers financial planning, consulting, and portfolio management services, employing a Modern Portfolio Theory-based investment approach with diversified allocations and a fiduciary standard for retirement plan and IRA accounts.

John Doak is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with four years of industry experience. He has been with Riverwater Partners since 2021, following three years at U.S. Bank. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, and managed model portfolios. The firm employs a value-oriented, research-driven stock selection process combined with responsible investing criteria and manages both discretionary and non-discretionary assets across various equity strategies.