Robert Ruelle is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with Apollon Financial, LLC and has previously held roles at firms including Northwestern Mutual, Fidelity Investments, and LPL Financial. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm combines centrally managed model strategies with locally managed, advisor-led portfolios and utilizes investment options such as ESG risk-based models, Direct Indexing, and tax-aware techniques.

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.

David Lacroix is a financial advisor with Entasis Asset Management LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Entasis since 2018 and previously worked at Cleary Gull Advisors Inc. for one year. Entasis Asset Management provides advisory, financial planning, tax planning, and non-investment management services to individual clients, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment strategy based on detailed in-house research, combining qualitative due diligence and quantitative scoring, and offers both discretionary, tax-aware portfolio management and technology-enabled solutions through Charles Schwab’s IIP platform.

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.

Matthew Kons is a CFP® professional with 25 years of experience in the financial services industry. He is currently with BKM Wealth Management and has previously worked at Wells Fargo Advisors and Morgan Stanley. Matthew co-owns HIC SUNT DRACONES LLC, an investment-related business, with his spouse. BKM Wealth Management is a six-advisor team managing over $650 million across various client types, including individuals, high-net-worth clients, and businesses. The firm provides wealth management services centered on formal financial planning and employs a combination of active and passive investment strategies tailored to risk and tax considerations.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Steven Manders is a CFP® with 14 years of industry experience. He is currently with BKM Wealth Management, where he has worked since 2023. Prior to joining BKM, he was with Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. He holds an inactive Wisconsin law license and serves as co-trustee and trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across nearly 590 client relationships. The firm offers wealth management services focused on formal financial planning, employing a mix of active and passive investment strategies and collaborating with independent managers.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.

Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.

Jason Voelker is a CFP® certificant with 22 years of experience in the financial advisory industry. He has worked at Affiliated Financial Advisors Inc. since 2002 and was previously with Capital Financial Services, Inc. from 2003 to 2009. Based in Milwaukee, WI, Jason holds Series 63 and Series 65 licenses. Affiliated Financial Advisors, Inc. provides asset and portfolio management services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a combination of analytical methods and both long- and short-term strategies tailored to client objectives, with most client assets managed on a non-discretionary basis.

William Manders is a financial advisor at BKM Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. BKM Wealth Management is a team of six advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm provides wealth management services centered on financial planning, utilizing a combination of active and passive investment strategies across multiple asset classes while incorporating independent manager selection and insurance consulting.

Carson Biber is a Series 66-registered financial advisor with Drake & Associates, LLC, with four years of industry experience. His prior roles include positions at The Vanguard Group, LPL Financial, and Charles Schwab. He is also a licensed insurance agent in Wisconsin, offering insurance products through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm uses a model-driven investment process focused on tailored asset allocation and employs technology, including AI-enabled tools, to enhance client servicing.

Salvatore Ferrito Jr. is a financial advisor at PlanVision, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm delivers written plans and ad-hoc consultations without imposing account minimums and emphasizes a long-term, simplified allocation philosophy favoring passive investments.

Kristina Alfini is a financial advisor at Drake & Associates, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Ellenbecker Investment Group and several other firms. Outside of her advisory role, she is a certified yoga instructor. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process tailored to client risk tolerance and objectives, managing approximately $607 million in assets across several thousand client relationships.

Randall Winkler is a CFP® with 25 years of industry experience, currently affiliated with Drake & Associates, LLC since 2022. His prior roles include positions at Annex Wealth Management, LLC, H. Beck, Inc., and BMO Harris Financial Advisors, Inc. He is also a licensed insurance agent in Wisconsin, offering clients advice and insurance products through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process using LSA Portfolio Analytics and utilizes technology, including AI tools, to support client servicing across several thousand client relationships.

Ryan Rink is a financial advisor at Shakespeare Wealth Management, LLC in Pewaukee, WI, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and Thrivent Investment Management. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven, allocation-focused investment approach that incorporates diversified mutual fund and ETF holdings, factor tilts, and third-party sub-advisers while providing clients with an online planning portal and regular reporting.

Andrea Bulen is a CFP® professional with 17 years of industry experience. She has worked at Shakespeare Wealth Management, LLC since 2013 and was also affiliated with Hogan Financial from 2009 to 2013. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities with discretionary portfolio management and comprehensive financial planning. The firm uses a model-driven, allocation-focused investment approach tailored to risk profiles and emphasizes diversified portfolios with mutual funds and ETFs.

Jeremy Keil is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Alongside, LLC, having previously worked at Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, Keil contributes as a member of the Missional Finance Team at Lakepoint Church, serves on the City of Muskego Board of Review, and writes bi-monthly articles for Kiplinger Adviser Intel. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, using model portfolios and third-party managers while maintaining oversight of manager alignment with client objectives.

Jean Range is a CFP® professional with 24 years of industry experience and has been with Ellenbecker Investment Group since 2009. She is based in Waukesha, WI, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she teaches religious education at St. Leonard Catholic Church and volunteers on the raffle committee for the Women and Girls Fund of Waukesha County. Ellenbecker Investment Group serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, utilizing model portfolios and independent research to tailor client allocations, and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

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.