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 registered financial advisor with seven years of industry experience. He has been with Capital Investment Services of America, Inc. since 2019 and previously spent three years at the University of Wisconsin-LaCrosse. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, nonprofits, retirement plans, and businesses. The firm employs a research-driven, team approach with tailored portfolios managed using individual 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 a Series 63 designation and has worked at firms including Marquette Associates and Peirce Park Group Inc. prior to joining Operose in 2025. He also had a period of retirement from 2023 to 2025. Operose Advisors provides discretionary and non-discretionary investment advisory services to a diverse range of clients, including high-net-worth individuals, families, trusts, and institutions. The firm combines customized portfolio construction with oversight of alternative investments and operates as both an advisor and general partner to its own alternative investment funds.

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.

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.

Amanda Taylor is a CFP® with 24 years of industry experience. She has worked at Broadview Financial Management, LLC since 2016 and previously held roles at Fidelity and Allspring Funds Management. Broadview Financial Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm uses Modern Portfolio Theory to construct portfolios, emphasizing mutual funds, ETFs, and independent managers while maintaining oversight and managing tax considerations.

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 Series 65-licensed financial advisor at Riverwater Partners LLC in Milwaukee, WI, with five years of industry experience. He previously worked at U.S. Bank for three years before joining Riverwater Partners in 2021. Riverwater Partners provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm uses a value-oriented, responsible-investing process called the Three Pillar Approach®, focusing on superior businesses, aligned management teams, and attractive valuations, and it manages concentrated portfolios including small- and micro-capitalization strategies.

Joseph Dailey is a CFP® with 24 years of industry experience, currently serving as an advisor at Broadview Financial Management, LLC. He has been with Sja Financial Advisory, LLC since 2010. Broadview Financial Management serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $623 million in assets. The firm employs a fiduciary approach focused on financial planning, consulting, and portfolio management, using diversified allocations based on Modern Portfolio Theory with a combination of mutual funds, ETFs, and selected Independent Managers.

Corrine Bultman is a financial advisor at Coordinated Capital Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Coordinated Capital Securities since 2007. Outside of her advisory role, she is an independent insurance agent specializing in group life, long-term and short-term disability, long-term care, health, vision, and dental insurance. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Kendall Bauer is a financial advisor with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Landaas & Company since 2014. Bauer is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm’s clients as part of his role. Landaas & Company offers investment advisory and financial planning services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives.

Joseph Lo Coco is a financial advisor with Arcataur Capital Management LLC in Milwaukee, WI. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, Retirement Advocates, Retirement Wealth Advisors, and Fliess Financial Services. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm’s investment approach combines economic, fundamental, and technical analysis to manage diversified equity and fixed income portfolios, while accommodating smaller retail accounts through ETF-based solutions.

Mark Sailer is a CFA® charterholder affiliated with KLCM Advisors, Inc. in Milwaukee, WI, where he has worked since 2002. He holds the Series 63 designation and has two years of industry experience. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in assets with an emphasis on separate accounts across value equity, balanced, and fixed income strategies.