Michael Shone is a financial advisor at Operose Advisors LLC with 22 years of industry experience. He holds the Series 63 designation and has worked at firms including Marquette Associates and Peirce Park Group Inc. before joining Operose Advisors in 2025. He was retired from 2023 to 2025 and worked briefly at Clariti Wealth Advisors prior to that. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm offers customized asset allocation strategies using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

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.

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.

Chris Brumfield is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, holding a Series 65 credential. He has experience at several financial institutions, including Old National Bank and Wisconsin Bank and Trust. 1834 Investment Advisors provides discretionary and non-discretionary investment management, ongoing financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and tailored portfolio strategies, with discretionary management as its primary service.

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 seven years of industry experience. He has been with Riverwater Partners since 2018 and was a full-time student prior to that. Riverwater Partners provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm employs a value-oriented, responsible-investing process called the Three Pillar Approach®, managing focused portfolios that include small- and micro-capitalization strategies, and offers proprietary strategies and model portfolios to third-party advisers.

Robert Dignan is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Highland Investment Advisors LLC. He previously worked at firms including Cedar Point Investment Advisor, Inc./Midland Financial Advisors and Avantax Advisory Services. Dignan is an elected member of the East Troy Community School District School Board. Highland Investment Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment approach, utilizing model portfolios informed by academic research and Modern Portfolio Theory, and offers unique features such as access to Dimensional Fund Advisors funds and a subscription-based financial planning option.

John Evans is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI. He holds Series 63 and Series 65 registrations and has 26 years of industry experience, all with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned advisory firm managing over $605 million in discretionary assets for individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy with an emphasis on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, offering both customized portfolios and non-customized equity programs that include ESG-focused options.

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 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.

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 six years of industry experience, currently serving as a financial advisor at Drake & Associates, LLC since 2025. She is also the founder and owner of Jessica Reddy Coaching, an executive coaching business focused on providing one-on-one coaching to professional and executive women since 2010. Drake & Associates, LLC is a team-based firm managing approximately $607 million primarily for individual and high-net-worth clients. The firm employs a top-down, allocation-driven investment process using model portfolios and quantitative signals, with discretionary portfolio management primarily utilizing ETFs and mutual funds.

Amanda Taylor is a CFP® professional with 23 years of industry experience. She has been with Broadview Financial Management, LLC since 2016. Broadview serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, providing financial planning, consulting, and discretionary investment management services. The firm uses a team-managed approach with portfolios constructed through Modern Portfolio Theory, incorporating mutual funds, ETFs, and Independent Managers where appropriate.

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 financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with four years of industry experience. He has been with Riverwater Partners since 2021, following three years at U.S. Bank. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, and managed model portfolios. The firm employs a value-oriented, research-driven stock selection process combined with responsible investing criteria and manages both discretionary and non-discretionary assets across various equity 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.