Jamie Williams is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing Services, BANK of AMERICA, N.A., and Merrill. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations and integrates an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

William Theis is a financial advisor with LaSalle Investment Advisors, Inc., holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at LaSalle since 2017 and previously spent nine years with Freedom Investors Corp. In addition to his role at LaSalle, he provides brokerage services and portfolio management through Superior Financial Services. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in discretionary assets. The firm constructs diversified, client-specific asset allocation models and employs both long- and short-term investment strategies guided by an in-house investment committee.

Sandra Miller is a financial advisor at Ellenbecker Investment Group with 10 years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2015. Outside of her advisory role, Miller serves on the fundraising committee for Calvary Baptist School. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and discretionary investment management, combining model portfolios and independent investment analysis with customized asset allocation tailored to client objectives.

Zachary Nowatzki is a financial advisor with Haese Financial Group Inc, holding Series 63 and Series 65 registrations and four years of industry experience. He has held roles at Superior Financial Services, Inc., Cetera Wealth Services, LLC, Northwestern Mutual, and other financial firms. Zachary is also registered as a representative with Superior Financial Services, Inc. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $47 million for around 100 client households, generally on a non-discretionary basis, using strategic, globally diversified asset allocations implemented primarily through no-load or low-load mutual funds and ETFs.

Jeffrey Wozniak is a financial advisor with Spectrum Investment Advisors, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Spectrum, he worked at Principal Securities and Principal Life Insurance for three years and spent 21 years with Wells Fargo Investments. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, providing plan consulting, wealth management, investment consulting, and financial planning. The firm employs a range of strategies including proprietary monitoring tools and AI governance, with a focus on both plan sponsors and individual portfolios.

Bryan Becker is a financial advisor at Richardson Capital Management, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Landaas & Company and Richardson Financial Group. Richardson Capital Management serves individuals, businesses, trusts, estates, and charitable organizations with a range of investment management and wealth planning services. The firm employs diversified strategies across equities, fixed income, mutual funds, and ETFs, and offers family office services and account aggregation tools to provide clients with consolidated views of their investments.

Debra Melvin is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Cedar Creek Securities. She is also the author of a financial workbook for women titled *Finding your Worth & Wealth*. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm emphasizes a long-term, buy-and-hold approach and utilizes both model-based and custom strategies, often implementing investment solutions through LPL Financial’s platforms.

Christopher Mitchell is a CFP® professional with 23 years of industry experience. He is affiliated with IAG Wealth Partners, LLC and has worked at LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in client assets, serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs.

Catherine Watson is a financial advisor at Ellenbecker Investment Group with five years of industry experience. She holds the Series 65 designation and previously worked at FSR Wealth Management, Ltd and Raj Vora CPA. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm integrates independent research and technology, including AI-assisted tools, into its investment approach and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

Marcos Rosado is a financial advisor at Spectrum Investment Advisors, Inc. He holds a Series 65 designation and has experience working at Spectrum Investment Advisors and HSA Bank. His background also includes roles at Taylor University and Eastbrook Academy. 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 uses balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and constructs portfolios primarily from no-load mutual funds and ETFs.

Benjamin L'empereur is a CFP® professional with three years of industry experience, currently serving at Ellenbecker Investment Group. He previously worked at Madison Partners and Russell Investments, among other firms. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations, integrates technology and AI for research and reporting, and offers affiliated tax and accounting services through a subsidiary staffed by CPAs and enrolled agents.

Courtney Witthuhn is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2016. Ellenbecker Investment Group offers financial planning, portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates model portfolios, independent research, and technology, including AI-assisted tools, to provide tailored investment solutions and also includes an affiliated tax and accounting unit staffed by CPAs and enrolled agents.

Nicholas Ziarek is a CFP® and CFA® with 14 years of industry experience. He has worked at Shakespeare Wealth Management, LLC since 2018 and previously spent five years at P.J. Schmidt Investment Management, Inc. He serves on multiple boards, including the FPA of Wisconsin (where he is president), the CFA Society of Milwaukee, and is involved with the UW-La Crosse Spellman Fund Advisory Board and a youth baseball league in Wauwatosa. Shakespeare Wealth Management is a six-advisor team managing approximately $642 million across more than 300 accounts. The firm serves individuals and corporate clients with discretionary portfolio management and comprehensive financial planning, using a model-driven, allocation-focused investment approach that emphasizes diversified holdings and academic return factors.

Laura Schnoor is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 10 years of industry experience. She has held her position at Spectrum since 2015 and holds Series 63 and Series 65 designations. 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 typically constructs portfolios using no-load mutual funds and ETFs.

Michael Richardson is a financial advisor with Richardson Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Richardson Capital Management since 2007 and has been active in the financial services industry through Richardson Financial Group, Inc. since 1982, where he also serves as president and owner overseeing insurance sales. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and financial, tax, insurance, and estate planning. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles, and it offers account aggregation and supplemental reporting to provide consolidated views of clients’ investments.

Kristina Schnuckel is a CFP® with 18 years of industry experience currently serving at Ellenbecker Investment Group since 2014. Her prior roles include positions at SII Investments Inc and Landaas & Company. She is a board member and treasurer of West African Mercy Ministries and serves on the finance committee at Brooklife Church. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios guided by independent research and integrates technology, including AI-assisted tools, while maintaining human oversight for client services.

Dawn May is a financial advisor at Affiliated Financial Advisors Inc. in Milwaukee, WI, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Capital Financial Services, Inc. and Calton & Associates, Inc. Dawn is also licensed to sell fixed insurance products. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to a diverse client base, including individual, high-net-worth, institutional, and trust accounts. The firm employs a team of four advisors managing approximately $462 million in assets, using fundamental, technical, and cyclical analysis to develop client recommendations.

Scott Heins is a CFP® professional with 26 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. He has been with IAG Wealth Partners since 1999 and concurrently with LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, offering financial planning, hourly consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach with both model-based and custom strategies, often utilizing third-party managers and LPL-sponsored advisory programs.

Christopher Becker is a CFP® professional with nine years of industry experience, currently affiliated with Richmond Investment Services LLC. His prior roles include positions at LPL Financial, Woita and Associates, and Northwestern Mutual. Becker maintains a notary public designation and operates a business entity named Retire With Style, LLC. 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, implementing tailored asset allocation and ongoing supervision through various LPL-sponsored programs and its Strategic Wealth Management offering.

Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.