Brandon Boyer is a financial advisor at Alongside, LLC based in New Berlin, WI. He holds a Series 65 designation and has recent experience at Keil Financial Partners. Prior to entering the financial industry, he worked in education and retail. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm uses a disciplined, model-based investment approach with oversight of third-party managers and offers fractional family-office services.

Nathan Fredrick is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with eight years of industry experience. He has worked at Riverwater Partners since 2018, following two years as a full-time student. Riverwater Partners provides investment management, wealth management, and financial planning services to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible-investing approach known as the Three Pillar Approach®, focusing on superior businesses, aligned management teams, and attractive valuations.

Robert Dignan is a CFP®-certified financial advisor with 27 years of industry experience, currently with Highland Investment Advisors LLC. He has held roles at firms including CEDAR POINT INVESTMENT ADVISOR, INC./Midland Financial Advisors and Avantax Advisory Services. Outside of his advisory work, he serves as an elected member of the East Troy Community School District School Board. Highland Investment Advisors provides investment management and financial planning to individuals, trusts, estates, and nonprofits. The firm uses a model portfolio approach based on Modern Portfolio Theory, emphasizing growth, risk reduction, and inflation protection, with access to specialized funds and strategies not commonly offered through retail channels.

Abbigail Kuna is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Regency Senior Communities, Onalaska School District, Creamery Creek Senior Living, and KCD Financial. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm’s investment approach follows a “GRIP” framework emphasizing growth, risk reduction, and inflation protection, using model portfolios based on academic research and incorporating strategies such as direct indexing and option-based hedging.

Jaclyn Pappalardo is a financial advisor at BKM Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and related Wells Fargo entities for over a decade. Outside of her advisory role, she serves as a trustee for the Michael and Bonnie Schroeder Irrevocable Trust. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses, offering wealth management services that include financial planning, portfolio management, independent manager selection, and insurance consulting.

Jessica Reddy is a CFP® professional with seven years of experience at Drake & Associates, LLC, where she is part of a 17-advisor team. She previously worked at Catalyst Financial Planning & Investment Management Corporation for five years. In addition to her financial advisory role, she is the founder and owner of Jessica Reddy Coaching, providing executive coaching to professional and executive women. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $607 million in client assets and uses a model-driven investment process supported by technology to tailor portfolios primarily with ETFs, mutual funds, and equities.

Amanda Taylor is a CFP® with 24 years of industry experience. She has worked at Broadview Financial Management, LLC since 2016 and previously held roles at Fidelity and Allspring Funds Management. Broadview Financial Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm uses Modern Portfolio Theory to construct portfolios, emphasizing mutual funds, ETFs, and independent managers while maintaining oversight and managing tax considerations.

Adam Dodge is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has worked at Sja Financial Advisory, LLC since 2011 and is currently part of the team at Broadview Financial Management, LLC in Wauwatosa, WI. 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 across seven advisors and offers financial planning, consulting, and portfolio management services, employing a Modern Portfolio Theory-based investment approach with diversified allocations and a fiduciary standard for retirement plan and IRA accounts.

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.

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.

Kendall Bauer is a financial advisor at Landaas & Company in Milwaukee, WI, with 11 years of industry experience. He holds the Series 66 designation and has been with Landaas & Company since 2014. Bauer is also a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering both advisory and brokerage services along with insurance product implementations.

Joseph Lo Coco is a financial advisor at Arcataur Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including OSAIC, SagePoint Financial, Retirement Advocates, Retirement Wealth Advisors, and Fliess Financial Services. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm employs a top-down investment approach combining economic, fundamental, and technical analysis to manage diversified portfolios, using broad index ETFs to serve smaller accounts alongside high-net-worth clients.

Mark Sailer is a CFA® charterholder affiliated with KLCM Advisors, Inc. in Milwaukee, WI, where he has worked since 2002. He holds the Series 63 designation and has two years of industry experience. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in assets with an emphasis on separate accounts across value equity, balanced, and fixed income strategies.

Bradley Allen is a financial advisor with Drake & Associates, LLC in Waukesha, WI, holding a Series 65 credential and possessing nine years of industry experience. He has been with Drake & Associates since 2015. Additionally, he works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through a multi-advisor team managing approximately $607 million in client assets. The firm employs a model-driven investment approach using LSA Portfolio Analytics and incorporates technology, including AI tools, to support client servicing and administrative functions.

Matthew Kulakow is a financial advisor at Operose Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Annex Wealth Management, Sikich, LLC, and Andaloro, Smith, & Krueger, LLP. Kulakow is also involved with Operose Tax Services, LLC, which provides tax return review and preparation without additional compensation. Operose Advisors provides discretionary and non-discretionary investment advice to a diverse client base including individuals, families, family offices, trusts, and private funds. The firm offers customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

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.

Malachi Hummel is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities 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 to tailor portfolios primarily using ETFs, mutual funds, and equities, and manages approximately $607 million in client assets.

Eric Suttmiller is a financial advisor at Oarsman Capital, Inc. He holds the Series 65 designation and has five years of industry experience. Prior to joining Oarsman Capital in 2020, he worked for eleven years at Burke Candy and Ingredients. Oarsman Capital provides investment-management services, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, diversified sector exposure, tax-efficient strategies, and a long-term holding approach, utilizing model asset allocations, independent managers, and AI-based tools in portfolio management.