John Geder is the sole advisor at Geder Investment Management, Inc. in Elm Grove, WI, holding a Series 63 designation with 33 years of industry experience. He has led his independent firm since 1992. Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients, tailoring portfolios to their objectives and risk tolerance. The firm manages approximately $27 million across about 32 clients and offers educational seminars and workshops to support client understanding.

Mark King is the sole advisor at Fulton Investment Advisers, Inc. in Wauwatosa, WI, with 26 years of industry experience. He has served as president and sole shareholder of Mark F. King Attorney at Law, S.C. since 1999, providing legal, tax, and estate planning services. Fulton Investment Advisers, Inc. is an independent, single-advisor firm that manages approximately $13.5 million in assets primarily for individual clients, with a small number of institutional relationships. The firm typically manages accounts on a non-discretionary basis and is notable for its affiliation with a law firm, a structure uncommon among independent RIAs.

Robert Wachendorf is a financial advisor at Black & White Investment Management LLC in Waukesha, WI, holding a Series 65 designation with 20 years of industry experience. He worked at Ursa Major Corporation for 15 years before founding his current firm in 2017. Black & White Investment Management LLC provides portfolio management and related advisory services primarily to individual clients. The firm manages just over $2 million in assets across six clients and employs documented operational policies covering investment strategies, account review, custody, and trading practices.

John Brandt is a financial advisor at National Accounting and Business Solutions, SC, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been a CPA at his firm since 1989. In addition to his advisory role, he provides a range of accounting services through his CPA practice. His firm offers investment management referral services alongside accounting and tax services to individuals, pension and profit-sharing plans, corporations, and other business entities. It facilitates client introductions to third-party managed account programs rather than providing discretionary portfolio management directly.

Michael Zidanic is a financial advisor at Northland Securities, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northland Securities in 2024, he spent over 15 years at Ameriprise Financial Services in various capacities. Northland Securities, Inc. is a multi-team firm based in Milwaukee, WI, comprising 40 advisors.

Elizabeth Janicek is a financial advisor at Northland Securities, Inc. with 46 years of industry experience. She has been with Northland Securities since 2009. The firm is a multi-team organization with 41 advisors.

James Carlson is a financial advisor at Northland Securities, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northland Securities since 2007. Outside of his advisory work, Carlson participates as a tournament fisherman and serves as an arbitrator with the NASD Board of Arbitration. Northland Securities is a multi-team firm based in Milwaukee, WI, employing 38 advisors. The firm provides investment services with a collaborative approach across its teams.

Scott Hefle is a financial advisor at Northland Securities, Inc. with 27 years of experience in the industry. He previously worked at Triad Advisors, Inc. for 10 years before joining Northland Securities in 2022. Outside of his advisory work, Hefle serves on multiple community and leadership boards, including roles with Leadership Germantown and the Friends of Germantown K9, a nonprofit supporting local K9 units. Northland Securities, Inc. is a multi-team firm with 38 advisors that serves a diverse client base through tailored investment strategies.

Craig Ostrom is a financial advisor at Northland Securities, Inc. with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Northland Securities since 2007. He also has a long-term affiliation with ACN, Inc., spanning over two decades. Northland Securities, Inc. is a multi-team firm based in Milwaukee, serving clients through a team-oriented approach across 41 advisors.