Heather Deaton is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has worked with Northwestern Mutual Investment Services LLC since 2016. Ellenbecker Investment Group serves a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. 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.

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® 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.

Michael Koerner is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IAG Wealth Partners since 2017, with prior experience at LPL Financial LLC, H. Beck, Inc., and Annex Wealth Management. Outside of his advisory role, Koerner serves as a staff soccer coach for Elmbrook United. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships with a 14-advisor team. The firm offers financial planning, consulting, and portfolio management for individual and high-net-worth clients, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies, as well as third-party managers and LPL-sponsored advisory programs.

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.

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.

Brian Ellenbecker is a CFP® with 26 years of industry experience, currently serving at Shakespeare Wealth Management, LLC since 2020. His prior roles include 15 years at Robert W Baird & Co and earlier positions at Eagle Strategies and Strong Capital Management Inc. He is president of the Milwaukee Tennis & Education Foundation. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $642 million across 312 accounts with a six-advisor team. The firm uses a model-driven, allocation-focused investment approach with diversified holdings in mutual funds and ETFs and provides discretionary portfolio management alongside comprehensive financial planning.

Bradley Allen is a financial advisor at Drake & Associates, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Drake & Associates since 2015. In addition to his advisory role, Allen is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, where he offers clients insurance products. 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 process, utilizes model portfolios from LSA Portfolio Analytics, and incorporates active strategies including short-term trading and options writing when appropriate.

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.

Malachi Hummel is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, mainly implementing portfolios with ETFs and mutual funds while utilizing AI-enabled tools alongside human oversight.

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.