Gregg Shaffer is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and Citigroup Global Markets. Richmond Investment Services provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, trusts, estates, corporations, and retirement plans. The firm employs tailored portfolios using a combination of LPL-sponsored model and managed programs, managing most client relationships on a discretionary basis.

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.

Brian Ellenbecker is a CFP® with 25 years of industry experience, currently serving at Shakespeare Wealth Management, LLC since 2020. Prior to this, he spent 15 years at Robert W Baird & Co. He serves as president of the Milwaukee Tennis & Education Foundation. Shakespeare Wealth Management is a six-advisor team managing approximately $641.9 million for individual and corporate clients. The firm employs a model-driven, allocation-focused investment approach with diversified portfolios aligned to client risk profiles.

Bradley Allen is a financial advisor at Drake & Associates, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Drake & Associates since 2015. In addition to his advisory role, Allen is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, where he offers clients insurance products. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment process, utilizes model portfolios from LSA Portfolio Analytics, and incorporates active strategies including short-term trading and options writing when appropriate.

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.

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.

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.

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.

Chase Lakari is a financial advisor at Drake & Associates, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. Outside of finance, he is a sales manager for Wolf Creek Productions, an outdoor media production company. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach using model portfolios and integrates technology such as AI to assist in client interactions.

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.

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.

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.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. She has been with Richmond Investment Services and its predecessor since 2024 and has worked at LPL Financial since 2010. In addition to her advisory role, she offers non-variable insurance products through Highland Capital Brokerage. Richmond Investment Services provides discretionary and non-discretionary investment advisory, financial planning, estate-planning consulting, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm manages over $453 million in discretionary assets and utilizes a combination of economic, fundamental, and technical analysis to construct diversified client portfolios, primarily through LPL-sponsored platforms.

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 financial advisor at BKM Wealth Management with 25 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 offers wealth management services centered on formal financial planning, utilizing both active and passive investment strategies across various asset classes and employing independent managers and wrap-fee programs.

William Gray is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Richmond Investment Services LLC and has previously worked at LPL Financial LLC for over a decade. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios through a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.