Julie Ellenbecker Lipsky is a CFP® with 26 years of industry experience. She is affiliated with Ellenbecker Investment Group and has worked at Sii Investments, Inc. since 1998. She serves as vice president of the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children, and is a board member of the Rogers Memorial Hospital Foundation. Ellenbecker Investment Group serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Peter Schumacher is a financial advisor with Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He worked at Johnson Wealth Inc. for nine years before joining Oarsman Capital in 2022. Oarsman Capital provides investment-management services, model portfolios, 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 low turnover, employing AI-based tools and discretionary management in its portfolio construction.

Robert Draper is a Series 65-licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners is an employee-owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm employs proprietary research and an ESG scoring overlay in its investment process and integrates AI and data science tools with human oversight.

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.

Karen Ellenbecker is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. She has been with Ellenbecker Investment Group and SII Investments, Inc. since 1997. Outside of her advisory work, she serves as president of the Lifetime Planning Institute, Inc. and the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children, and holds board positions with several organizations including the Wisconsin Club, Foundations Bank, and the Milwaukee Film Board. 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, retirement plan consulting, and educational seminars, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance. The firm also operates a tax and accounting subsidiary staffed by CPAs and emphasizes client education and ongoing communication.

Michele Brehm is a financial advisor at Ellenbecker Investment Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and US Bancorp Investments Inc. Ellenbecker Investment Group serves a diverse client base, including individual households, retirement plans, trusts, charitable organizations, and businesses. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent investment analysis while offering tax and accounting services through a wholly owned CPA subsidiary.

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.

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.

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.

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.

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.

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.

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.