Michael Shone is a financial advisor at Operose Advisors LLC with 22 years of industry experience. He holds a Series 63 designation and has worked at firms including Marquette Associates and Peirce Park Group Inc. prior to joining Operose in 2025. He also had a period of retirement from 2023 to 2025. Operose Advisors provides discretionary and non-discretionary investment advisory services to a diverse range of clients, including high-net-worth individuals, families, trusts, and institutions. The firm combines customized portfolio construction with oversight of alternative investments and operates as both an advisor and general partner to its own alternative investment funds.

Rimas Milaitis is a financial advisor at Campbell Newman Asset Management Inc with 26 years of industry experience. He holds a Series 65 designation and has been with Campbell Newman since 2005. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on a bottom-up fundamental research process.

John Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with 10 years of industry experience and holds Series 63 and Series 65 licenses. He is the owner and president of LaSalle Financial Services Inc., a general consulting business focused on securities selection and software system development. Additionally, he serves as a director of Petcoff Inc., Petcoff Developments Inc., Petcoff Enterprises Inc., and Petcoff Foundation Ind., which are involved in business development, real estate development, and foundation management. LaSalle Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, business profit-sharing plans, and retirement plans. The firm manages approximately 227 client relationships with around $119 million in discretionary assets, utilizing client-specific asset allocation models and a combination of analytical methods to guide investment decisions.

Elizabeth Gauthier is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Riverwater Partners, she held various roles in the food and beverage industry, including bartender/server positions at Timbers Bar & Grill and Ohde's Pub & Prime & Tiki Bar. Riverwater Partners serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented, research-driven investment approach combined with responsible investing principles, offering wealth management, financial planning, and separately managed equity strategies.

Jennifer Vonruden is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with IAG Wealth Partners since 2003. Outside of her advisory role, she is involved in managing a family farm inherited with her siblings. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and often incorporates third-party managers and LPL-sponsored programs in client solutions.

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® professional with 27 years of industry experience, currently serving as an independent Investment Advisor Representative with Highland Investment Advisors LLC. He is the sole owner of Next Chapter Financial Planning, LLC and has held various advisory roles since 2005. Dignan is also an elected member of the East Troy Community School District School Board. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, using model portfolios influenced by academic research and incorporates strategies such as direct indexing and option-based hedging.

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.

Isaac Schroeder is a financial advisor at Ellenbecker Investment Group with a Series 65 designation. He joined the firm in 2025 and has previous experience with organizations including the Waukesha Express Swim Team, Merrill Hills Country Club, and Beyond the Books Home Schooling. Ellenbecker Investment Group serves individual clients across a range of wealth levels, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, supported by model portfolios and independent investment analysis, while also offering tax and accounting services through a wholly owned subsidiary.

Jaclyn Pappalardo is a financial advisor at BKM Wealth Management with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. Outside of her advisory role, she serves as a trustee for the Michael and Bonnie Schroeder Irrevocable Trust, managing its assets and financial matters. BKM Wealth Management is a team of six advisors managing approximately $651.8 million across 590 client relationships. The firm provides wealth management services supported by a formal financial planning process and employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies.

Heather Deaton is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has worked with Northwestern Mutual Investment Services LLC since 2016. Ellenbecker Investment Group serves a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Jessica Reddy is a CFP® with seven years of industry experience, currently serving as an advisor at Drake & Associates, LLC. She previously worked at Catalyst Financial Planning & Investment Management Corporation and is the founder and owner of Jessica Reddy Coaching, where she provides executive coaching to professional women. Drake & Associates is a multi-advisor team managing approximately $607 million in client assets, serving 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 integrates technology, including AI-enabled tools, to support client service and administration.

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.

Michael Koerner is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IAG Wealth Partners since 2017, with prior experience at LPL Financial LLC, H. Beck, Inc., and Annex Wealth Management. Outside of his advisory role, Koerner serves as a staff soccer coach for Elmbrook United. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships with a 14-advisor team. The firm offers financial planning, consulting, and portfolio management for individual and high-net-worth clients, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies, as well as third-party managers and LPL-sponsored advisory programs.

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.

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 with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Landaas & Company since 2014. Bauer is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm’s clients as part of his role. Landaas & Company offers investment advisory and financial planning services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives.