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.

John Doak is a Series 65-licensed financial advisor at Riverwater Partners LLC in Milwaukee, WI, with five years of industry experience. He previously worked at U.S. Bank for three years before joining Riverwater Partners in 2021. Riverwater Partners provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm uses a value-oriented, responsible-investing process called the Three Pillar Approach®, focusing on superior businesses, aligned management teams, and attractive valuations, and it manages concentrated portfolios including small- and micro-capitalization strategies.

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 in Mequon, WI, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Shaffer is also a licensed insurance agent, providing additional financial services alongside his advisory work. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm offers customized financial planning, discretionary portfolio management, and retirement plan consulting, using a variety of LPL-sponsored programs and an independent Strategic Wealth Management program.

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.

Brian Ellenbecker is a CFP® with 26 years of industry experience, currently serving at Shakespeare Wealth Management, LLC since 2020. His prior roles include 15 years at Robert W Baird & Co and earlier positions at Eagle Strategies and Strong Capital Management Inc. He is president of the Milwaukee Tennis & Education Foundation. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $642 million across 312 accounts with a six-advisor team. The firm uses a model-driven, allocation-focused investment approach with diversified holdings in mutual funds and ETFs and provides discretionary portfolio management alongside comprehensive financial planning.

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.

Kevin Sandieson is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fortress Planning Group since 2018 and previously worked at The Master Lock Company for four years. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for both individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs, focusing on value and small-cap exposures aligned with Modern Portfolio Theory.

Robert Ruelle is a financial advisor with Apollon Financial, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. His career includes lengthy tenures at Northwestern Mutual and multiple roles with Apollon-related firms and LPL Financial. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion across 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans using a combination of centrally managed model strategies, advisor-led portfolios, sub-advisers, and advanced tools such as ESG risk models and generative AI.

Jake Perrine is an advisor at Fortress Planning Group with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fortress Planning Group, he worked at Fidelity Investments and Charles Schwab Co., Inc. He also has experience outside the financial industry, including managing Eric's Hand Tossed Pizza & Sub. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for a mix of individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management with a consultative process, focusing on diversified mutual funds and ETFs aligned with Modern Portfolio Theory and primarily uses Dimensional Fund Advisors funds.

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 CFP® professional with 22 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. Outside of advisory work, he practices elder law and estate planning through the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and tailored financial plans, utilizing quantitative methods and offering access to third-party managers and proprietary strategies distributed on various platforms.

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.

Catherine Milligan is a financial advisor with Fortress Planning Group in Pewaukee, WI, holding a Series 65 designation and two years of industry experience. Prior to joining Fortress Planning Group, she worked at Kendra Scott for five years and spent three years as a homemaker. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly through Dimensional Fund Advisors funds.