Kurt Mihelich is a financial advisor with Oarsman Capital, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Globl Retirement Partners, LLC and Coordinated Capital Securities, Inc. He is based in Milwaukee, WI. Oarsman Capital offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally rated equities, tax-efficient strategies, and employs proprietary modeling and AI tools to support portfolio management.

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.

Adam Baley is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 63 designation with 19 years of industry experience. He has been with Landaas & Company since 2001. In addition to his advisory role, Mr. Baley is a licensed insurance intermediary in Wisconsin and serves as a registered para-planner, handling insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios and provides brokerage and insurance services through its broker-dealer registration and licensed representatives.

Daniel Stier is a CFA® charterholder and an advisor at Operose Advisors LLC with two years of industry experience. He previously worked at Northwestern Mutual from 2013 to 2023. 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 constructs 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.

John Mcgregor Jr. is a financial advisor at Operose Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert Baird & Co. for 19 years before joining Operose Advisors in 2020. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, retirement plans, and closely held businesses. The firm offers comprehensive financial planning and investment management, utilizing mutual funds, ETFs, alternative investments, and separately managed accounts, and is notable for its role as general partner and adviser to the Operose Capital Funds.

Brian Shank is a financial advisor at LSIA with seven years of industry experience. He holds a Series 66 designation and has worked at Baird, Compass Distributors, LLC, USA Mutuals, and Marquette University prior to joining LSIA in 2020. LSIA provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, trusts, estates, and institutional clients including charitable organizations, pension and profit-sharing plans, and insurance companies. The firm uses fundamental analysis across a variety of securities and incorporates a held-away account platform to manage defined contribution participant accounts.

John Sandstrom is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Landaas & Company, he worked at Amazon.com LLC for five years. He is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to clients of Landaas & Company. Landaas & Company offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to construct diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management as well as consulting services.

Mitchell Carlson is a financial advisor at Capital Investment Services of America Inc with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Capital Investment Services of America in 2018, he worked at Robert W Baird and US Bank. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Caroline Jankowski is a financial advisor at Operose Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Vista360, LLC for eleven years. 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 allocations using mutual funds, ETFs, alternative investments, and independent managers, managing over $1.9 billion in client assets with a small advisory team.

David Sandstrom is a financial advisor at Landaas & Company with 13 years of industry experience. He holds a Series 66 designation and has been with Landaas & Company since 2013. Sandstrom is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and businesses. The firm combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, offering integrated investment advisory, brokerage, and insurance services.

Brent Schneider is a financial advisor at Oarsman Capital, Inc. with 26 years of industry experience. He holds a Series 63 designation and has worked at Unger Capital Management, Inc. and Harbour Investments, Inc. since the early 1990s. Oarsman Capital offers investment management, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, sector diversification, tax-efficient strategies, and uses proprietary modeling and AI tools while managing accounts primarily on a discretionary basis.

Amanda Grams is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation with one year of industry experience. She has been with Marietta Investment Partners since 2014 in various roles leading to her current position. Marietta Investment Partners is an employee-owned, SEC-registered adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm uses proprietary research and an ESG scoring overlay in its investment process and offers customized global growth strategies as well as ESG-focused equity programs and an ETF-only option.

Patrice Gentile is a Series 66-licensed financial advisor at Landaas & Company with two years of industry experience. Prior to joining Landaas & Company, Patrice held positions in the hospitality sector, including roles at The Mothership, Balzac Wine Bar, Stone Creek Coffee, and Starbucks. Landaas & Company provides investment advisory and financial planning services to a broad range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management using mutual funds, ETFs, individual stocks and bonds, and alternative investments.

Kylee Paradowski is a financial advisor with Diversified Management Inc in Milwaukee, WI, holding a Series 65 designation and five years of industry experience. She has worked at Diversified Management since 2020 and previously held roles at Client First Investment Management, LLC, Kohl's Department Store, and the University of Wisconsin - Whitewater. Diversified Management Inc provides investment advisory, financial planning, and income tax services primarily to high-net-worth individuals, trusts, and estates. The firm emphasizes asset allocation and diversification, offering both personalized portfolio management for larger accounts and model-based investment options for smaller clients.

Jill Grueninger is a CFA® charterholder with eight years of industry experience. She has been with Arcataur Capital Management LLC since 2017. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm serves both non‑high‑net‑worth and high‑net‑worth individuals, using a top‑down investment approach that combines economic, fundamental, and technical analysis to manage diversified equity, fixed income, and balanced portfolios.

Thomas Booth is a financial advisor with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable and Tricom Funding. Outside of finance, he has been involved with Door Dash. 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 employs both fundamental and technical analysis to build tailored portfolios across a range of investment vehicles and strategies.

Steven Backus is a financial advisor at Operose Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Johnson Wealth Inc. for 18 years and Johnson Bank for four years. He is concurrently employed as a Senior Vice President Wealth Advisor at Johnson Bank. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers comprehensive financial planning and employs a multi-manager investment approach, including access to alternative investments through its Operose Capital Funds.

Jaclyn Gruber is a financial advisor at Oarsman Capital, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Johnson Wealth Inc. and Johnson Bank. 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, sector diversification, tax-efficient strategies, and long-term holding, using a combination of mutual funds, ETFs, Independent Managers, and proprietary AI-based tools.

Jason Voelker is a CFP® professional with 21 years of industry experience, currently serving at Affiliated Financial Advisors Inc. in Milwaukee, WI. He has been with Affiliated Financial Advisors since 2002 and also works at Capital Financial Services, Inc. since 2003. Affiliated Financial Advisors, Inc. provides investment supervisory services to a diverse client base, including individuals, high-net-worth investors, institutional, and trust accounts. The firm operates on a non-discretionary basis, delivering portfolio analysis and recommendations across multiple asset classes while maintaining a higher client-to-advisor ratio than typical team firms.

Kyle Tetting is a financial advisor with Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Landaas & Company since 2006. Tetting is a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company as part of his regular duties. Landaas & Company provides investment advisory and financial planning services to a broad client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management, consulting, and financial planning.