Thomas Dornoff is a CFP® professional with 32 years of experience in the financial services industry. He has been with Granite Financial Group since 2013 and holds a Series 63 license. Granite Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $186.2 million in discretionary assets and offers fiduciary services to qualified retirement plans, implementing portfolios through asset allocation, model portfolios, and third-party managers via LPL Financial programs.

Alexandra Cali is a financial advisor at Charter Capital Management, Inc. with 10 years of industry experience. She holds the Series 65 designation and has worked at Charter Capital Management since 2016, with a brief tenure at Kestra Financial Inc. beginning in 2026. Charter Capital Management provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to stock selection, blending passive index funds and ETFs with select active managers and individual equities.

Lauren Neese is a financial advisor at Landaas & Company with five years of industry experience. She holds the Series 66 designation and has been with Landaas & Company since 2019. Prior to that, she worked at Llr and spent several years in homemaking. 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, offering a combination of advisory, brokerage, and insurance services.

Christopher Evers is a CFP® certificant with 12 years of industry experience. He is currently with Operose Advisors LLC, where he has worked since 2022, following a nine-year tenure at Landaas & Company. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm’s services include investment policy development, asset allocation, manager selection, portfolio construction, and retirement plan oversight, with a focus on using mutual funds, ETFs, alternative investments, and separately managed accounts.

Ryan Moran is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Highland Investment Advisors LLC. His prior roles include positions at Gresham Partners LLC, JMG Financial Group, Ltd., JPMorgan Securities LLC, and the Stark Family Office. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a GRIP framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and Modern Portfolio Theory.

Lisa Dregne is a CFP® professional with 11 years of industry experience, currently serving at Broadview Financial Management, LLC. Her prior roles include positions at SJA Financial Advisory, Global View Capital firms, State Farm, Yorkshire Insurance Advisors, and ValMark Advisers. 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 employs a diversified investment approach based on Modern Portfolio Theory and offers financial planning, consulting, and portfolio management services, managing approximately $623 million in assets.

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.

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.

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.

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.

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.

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.

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.