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.

Alexander Albert is a Series 66-licensed financial advisor at Richmond Investment Services LLC with one year of industry experience. Prior to joining Richmond Investment Services, he held positions at LPL Financial and Annex Wealth Management, among others. His background also includes time spent as a full-time student and varied work experience outside the financial industry. Richmond Investment Services, LLC is an SEC-registered advisory firm that serves 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, typically managing client accounts on a discretionary basis with tailored asset allocation and ongoing supervision.

Daniel Brown is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Richardson Capital Management, LLC since 2017 and previously worked at Annex Wealth Management LLC from 2013 to 2017. Daniel is based in Menomonee Falls, WI, and is part of a seven-advisor team at Richardson Capital Management. Richardson Capital Management provides investment management, wealth management, family office services, and consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including equities, fixed income, mutual funds, ETFs, and may incorporate less-liquid vehicles, while offering consolidated reporting and specialized family office services.

Gregg Shaffer is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets, and he currently maintains roles with both Richmond Investment Services and LPL Financial. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm focuses on tailored asset allocation and ongoing supervision, managing client accounts primarily on a discretionary basis using economic, fundamental, and technical analysis.

Devin Goetsch is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 credential and with one year of industry experience. He previously worked at Winch Financial from 2021 to 2025 and attended school from 2015 to 2021. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm manages approximately $852 million in client assets and combines multiple analytical approaches with model portfolios overseen by an investment committee, operating with an employee ownership structure.

Marina Moths is a financial advisor at Spectrum Investment Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at OneAmerica Securities and BMO Investment Distributors. Spectrum Investment Advisors serves retirement plan sponsors and individual investors, offering 401(k) and other plan consulting along with wealth management and financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, implementing portfolios primarily with no-load mutual funds and ETFs.

James Marshall is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Spectrum Investment Advisors since 2009. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, typically using no-load mutual funds and ETFs, with portfolios monitored quarterly and managed on a discretionary basis as needed.

Ryan Strankowski is a financial advisor at Spectrum Investment Advisors, Inc. with 13 years of industry experience. He has held his current role at Spectrum Investment Advisors since 2016 and holds a Series 65 designation. Spectrum Investment Advisors serves institutional retirement-plan sponsors, individuals, trusts, estates, and other entities by providing plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm’s investment approach includes portfolio management using no-load mutual funds and ETFs, a patented cyclical analysis system, and the use of AI tools with human oversight.

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.

Tricia Sendelbach is a financial advisor at Spectrum Investment Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya and OneAmerica in various capacities over the past decade. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and other entities, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and financial planning. The firm emphasizes written investment policy formation, ongoing monitoring, and uses proprietary tools like the Spectrum Investor® Fund Monitoring Scorecard™ to support its services.

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.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and over 21 years of industry experience. She has previously worked at LPL Financial from 2010 and Wells Fargo Clearing from 2008 to 2010. Boris offers non-variable insurance products through Highland Capital Brokerage alongside her advisory services. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm emphasizes tailored asset allocation and ongoing portfolio supervision, utilizing a variety of LPL-sponsored programs and its Strategic Wealth Management program.

William Zenk is a financial advisor at Blackhawk Capital Partners, LLC with 23 years of industry experience. He holds the CFP® designation and has previous experience at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. In addition to his advisory work, he is an attorney specializing in elder law and estate planning at the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm focuses on discretionary portfolio management and tailored financial planning, using quantitative methods and offering access to a range of investment options including third-party managers and proprietary strategies.

Matthew Demet is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spectrum Investment Advisors since 2013. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and it uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ to support portfolio management.

William Gray is a financial advisor with Richmond Investment Services LLC, holding CFP® and Series 66 credentials and 22 years of industry experience. He previously worked at Robert Baird & Co. and LPL Financial before joining Richmond Investment Services in 2024. Richmond Investment Services, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, and estate-planning consultations, emphasizing tailored asset allocation and ongoing supervision through various LPL-sponsored investment programs.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.