Amanda Taylor is a CFP® professional with 23 years of industry experience. She has been with Broadview Financial Management, LLC since 2016. Broadview serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, providing financial planning, consulting, and discretionary investment management services. The firm uses a team-managed approach with portfolios constructed through Modern Portfolio Theory, incorporating mutual funds, ETFs, and Independent Managers where appropriate.

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.

John Doak is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with four years of industry experience. He has been with Riverwater Partners since 2021, following three years at U.S. Bank. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, and managed model portfolios. The firm employs a value-oriented, research-driven stock selection process combined with responsible investing criteria and manages both discretionary and non-discretionary assets across various equity strategies.

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.

Kendall Bauer is a financial advisor at Landaas & Company in Milwaukee, WI, with 11 years of industry experience. He holds the Series 66 designation and has been with Landaas & Company since 2014. Bauer is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering both advisory and brokerage services along with insurance product implementations.

Joseph Lo Coco is a financial advisor at Arcataur Capital Management LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including OSAIC, SagePoint Financial, Retirement Advocates, Retirement Wealth Advisors, and Fliess Financial Services. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm employs a top-down investment process using economic, fundamental, and technical analysis to manage Large-Cap/Diversified Equity, Investment-Grade Fixed Income, and Managed Balance portfolios, with a focus on diversification through broad index ETFs for smaller accounts.

Mark Sailer is a CFA® charterholder affiliated with KLCM Advisors, Inc. in Milwaukee, WI, where he has worked since 2002. He holds the Series 63 designation and has two years of industry experience. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in assets with an emphasis on separate accounts across value equity, balanced, and fixed income strategies.

Matthew Kulakow is a financial advisor at Operose Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Annex Wealth Management, Sikich, LLC, and Andaloro, Smith, & Krueger, LLP. Kulakow is also involved with Operose Tax Services, LLC, which provides tax return review and preparation without additional compensation. Operose Advisors provides discretionary and non-discretionary investment advice to a diverse client base including individuals, families, family offices, trusts, and private funds. The firm offers customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

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.

Eric Suttmiller is a financial advisor at Oarsman Capital, Inc. He holds the Series 65 designation and has five years of industry experience. Prior to joining Oarsman Capital in 2020, he worked for eleven years at Burke Candy and Ingredients. 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, diversified sector exposure, tax-efficient strategies, and a long-term holding approach, utilizing model asset allocations, independent managers, and AI-based tools in portfolio management.

Benjamin Kebbekus is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oarsman Capital since 2004. Prior to that, he worked at Painewebber Incorporated. Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, separately managed accounts, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally rated equities, sector diversification, tax-efficient strategies, and uses proprietary modeling and AI-based tools to support security evaluation and risk management.

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.

Michael Egan is a CFP® with 22 years of industry experience and has been with Diversified Management, Inc. in Milwaukee, WI since 1998. He holds a Series 63 license and is part of a six-advisor team at the firm. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax services. The firm emphasizes asset allocation and fundamental analysis, managing assets on a discretionary, fee-only fiduciary basis with a focus on diversified no-load mutual funds and model portfolios.

Todd Obrien is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Concierge Financial Partners and Principal Securities Inc. Outside of advising, he works as a bookkeeper and tax preparer for Expert Tax Solutions and serves as an independent insurance agent for Transcend Insurance Group. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm combines fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management.

Blake Miller is a financial advisor at Landaas & Company with two years of industry experience. He holds the Series 66 designation and previously worked at Robert W Baird for one year. Prior to entering the financial industry, Blake held various roles including positions at Starbucks and in education with the Kewaskum School District. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance.

Mark Shank is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at LS Investment Advisors, LLC since 2008. He is a member of the parish investment committee at St. Joseph Church in Grafton, Wisconsin. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, with an emphasis on fundamental analysis of U.S.-traded equities and fixed income. The firm manages approximately $916 million in discretionary assets across four advisors, offering a large-cap core equity focus and customized allocations tailored to client goals.

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.

Hussain Fawaz is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Texas Capital Bank, TCBI Securities, and Sentry Insurance. Outside of his advisory role, he is a shareholder and educational consultant for Capstone Gifted. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and regularly scheduled client consultations, operating as a wholly owned subsidiary of Old National Bancorp.

Amanda Nowaczynski is a CFP® professional with four years of industry experience, currently serving as an advisor at Operose Advisors LLC. Her prior experience includes roles at CliftonLarsonAllen and Annex Wealth Management. She is also involved with Operose Tax Services LLC, which provides tax return review and preparation. Operose Advisors offers discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, and institutions, managing over $1.9 billion in assets. The firm provides customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and it sponsors Operose Capital Funds focused on alternative investments.