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.

Nathan Corroy is a CFP® professional at Richardson Capital Management, LLC with 11 years of industry experience. He has been with Richardson Capital Management since 2014. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial consulting. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and occasionally less-liquid vehicles, while also offering account aggregation and formal Family Office services.

Courtney Krogstad is a CFP® professional with 14 years of industry experience. She is currently with Richmond Investment Services LLC and has prior experience at LPL Financial, Robert W. Baird & Co., and Northwestern Mutual. Krogstad also holds notary public certification. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, with an emphasis on tailored asset allocation and ongoing supervision based on client needs and risk tolerances.

James Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with a Series 65 designation and three years of industry experience. He has worked at LaSalle since 2021 and previously held roles at Randstad and ISS. LaSalle Investment Advisors is an independent, state-registered firm managing portfolios for individuals, trusts, and retirement plans. The firm employs diversified asset-allocation models and multiple analytical approaches, offering both discretionary and non-discretionary account management along with financial planning and tax preparation consulting.

Jennifer Kohls is a financial advisor at Richardson Capital Management, LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at DB Tax and Wealth, UW Parkside, Milwaukee Area Technical College, and work as an independent contractor. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and standalone financial, tax, insurance, and estate planning consulting. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and, when appropriate, less-liquid vehicles such as interval and private funds, alongside account aggregation and order-management platforms.

Kevin Reardon is a CFP®-certified financial advisor with 27 years of experience, currently serving clients at Shakespeare Wealth Management, LLC in Pewaukee, WI. He has been with the firm since 1999. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $641.9 million across a six-advisor team. The firm employs a model-driven, allocation-focused investment approach tailored to risk profiles, using diversified mutual funds and ETFs, and provides discretionary portfolio management alongside comprehensive financial planning.

Jason Lacey is a CFP® with 18 years of industry experience, currently serving at PJS Wealth Partners in Cedarburg, WI. He previously worked at Lewis Lacey Capital Management, LLC and SII Investments, Inc. His credentials include Series 63 and Series 65 licenses. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in client assets and uses a multi-disciplinary investment process overseen by a Chief Investment Officer and an Investment Committee.

Thomas Shanahan is a financial advisor at Haese Financial Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Haese Financial Group and Superior Financial Services since 2001. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis using strategic, globally diversified allocations through no-load or low-load mutual funds and ETFs, and also offers in-house tax and accounting services.

John Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with 10 years of industry experience and holds Series 63 and Series 65 licenses. He is the owner and president of LaSalle Financial Services Inc., a general consulting business focused on securities selection and software system development. Additionally, he serves as a director of Petcoff Inc., Petcoff Developments Inc., Petcoff Enterprises Inc., and Petcoff Foundation Ind., which are involved in business development, real estate development, and foundation management. LaSalle Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, business profit-sharing plans, and retirement plans. The firm manages approximately 227 client relationships with around $119 million in discretionary assets, utilizing client-specific asset allocation models and a combination of analytical methods to guide investment decisions.

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.

Jennifer Vonruden is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with IAG Wealth Partners since 2003. Outside of her advisory role, she is involved in managing a family farm inherited with her siblings. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and often incorporates third-party managers and LPL-sponsored programs in client solutions.

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.

Donald Tendick III is a CFP® professional with 23 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. He has held roles with several firms, including United Planners' Financial Services and Lion Street, where he is also an owner and producer in non-variable insurance. Blackhawk Capital Partners is an independent asset management and financial planning firm that offers discretionary portfolio management, wealth and business planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and business entities. The firm emphasizes quantitative investment evaluation and regularly monitors client portfolios while providing tailored financial plans.

Matthew Richmond is a financial advisor with Richmond Investment Services LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked with Richmond Investment Services since 2007 and previously at Chase Investment Services Corp. and Banc One Securities Corporation. Richmond is a licensed notary public. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, emphasizing tailored asset allocation and ongoing supervision through a range of LPL-sponsored and proprietary advisory programs.

Isaac Schroeder is a financial advisor at Ellenbecker Investment Group with a Series 65 designation. He joined the firm in 2025 and has previous experience with organizations including the Waukesha Express Swim Team, Merrill Hills Country Club, and Beyond the Books Home Schooling. Ellenbecker Investment Group serves individual clients across a range of wealth levels, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, supported by model portfolios and independent investment analysis, while also offering tax and accounting services through a wholly owned subsidiary.

Frank Windt is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. He has over 20 years of experience in the industry, including roles at CliftonLarsonAllen and Schenck SC before retiring in 2025. Spectrum Investment Advisors serves institutional retirement-plan sponsors and individual clients by providing plan consulting, wealth management, investment consulting, and financial planning. The firm employs a range of portfolio management strategies, including no-load mutual funds, ETFs, and alternatives, and utilizes proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and AI-driven analysis with human oversight.

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.

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.