Sarah Kopesky is a financial advisor at Breakthru Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Woodbury Financial Services and Coast Advisory LLC. Outside of her advisory role, she owns K2 Financial, LLC, which provides tax preparation and insurance services. Breakthru Advisory Services offers asset management and financial planning to individuals, trusts, estates, and high-net-worth families, focusing on tailored portfolios and plans based on clients’ goals and risk tolerance. The firm provides discretionary portfolio management, ongoing investment oversight, and consulting services with an emphasis on a limited client roster and higher-assets-per-client relationships.

Ronald Chandler is a financial advisor at Summit Investment Management, Ltd. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Summit since 2012. Summit Investment Management provides continuous asset management to a diverse client base including individuals, retirement plans, foundations, and trusts. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, considering macroeconomic factors in its allocation decisions, and offers both discretionary investment management and wealth management oversight services.

Michael Rodenbaugh is a CFP® and CFA® at Boardwalk Financial Strategies LLC with 15 years of industry experience. He has worked at Boardwalk Financial Strategies since 2012 and previously at Altair Advisers LLC and Deloitte Investment Advisors LLC. Outside of advisory work, he serves as vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit organization supporting healthcare advocacy and philanthropy. Boardwalk Financial Strategies provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm manages approximately $197.6 million across about 85 client relationships, focusing on long-term, globally diversified portfolios built around asset allocation, risk tolerance, and periodic rebalancing.

Stephen White is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He currently works at Envision Financial LLC and previously spent ten years at BMO Wealth Management US. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to guide investment decisions, typically implementing portfolios with ETFs and institutional mutual funds while monitoring and rebalancing client accounts regularly.

Thomas Dornoff is a CFP® professional with 32 years of experience in the financial services industry. He has been with Granite Financial Group since 2013 and holds a Series 63 license. Granite Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $186.2 million in discretionary assets and offers fiduciary services to qualified retirement plans, implementing portfolios through asset allocation, model portfolios, and third-party managers via LPL Financial programs.

Alexandra Cali is a financial advisor at Charter Capital Management, Inc. with 10 years of industry experience. She holds the Series 65 designation and has worked at Charter Capital Management since 2016, with a brief tenure at Kestra Financial Inc. beginning in 2026. Charter Capital Management provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to stock selection, blending passive index funds and ETFs with select active managers and individual equities.

Lauren Neese is a financial advisor at Landaas & Company with five years of industry experience. She holds the Series 66 designation and has been with Landaas & Company since 2019. Prior to that, she worked at Llr and spent several years in homemaking. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.

Christopher Evers is a CFP® certificant with 12 years of industry experience. He is currently with Operose Advisors LLC, where he has worked since 2022, following a nine-year tenure at Landaas & Company. 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’s services include investment policy development, asset allocation, manager selection, portfolio construction, and retirement plan oversight, with a focus on using mutual funds, ETFs, alternative investments, and separately managed accounts.

Alexander Mirsberger is a financial advisor at Richmond Investment Services LLC with a Series 66 designation. He has been with Richmond Investment Services and affiliated firms since 2022. His prior experience includes roles at PwC and education at Marquette University. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, focusing on tailored asset allocation and ongoing supervision based on clients’ financial needs and risk tolerances.

Ryan Moran is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Highland Investment Advisors LLC. His prior roles include positions at Gresham Partners LLC, JMG Financial Group, Ltd., JPMorgan Securities LLC, and the Stark Family Office. Highland Investment Advisors provides 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, utilizing model portfolios informed by academic research and Modern Portfolio Theory.

Colin Oquist is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and recently began his career in the industry. Prior to joining Ellenbecker in 2024, his work experience includes roles outside of finance in education and retail. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios supported by independent research and integrates technology and artificial intelligence in its operations, while also offering affiliated tax and accounting services through a CPA-staffed unit.

Lisa Dregne is a CFP® professional with 11 years of industry experience, currently serving at Broadview Financial Management, LLC. Her prior roles include positions at SJA Financial Advisory, Global View Capital firms, State Farm, Yorkshire Insurance Advisors, and ValMark Advisers. 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 employs a diversified investment approach based on Modern Portfolio Theory and offers financial planning, consulting, and portfolio management services, managing approximately $623 million in assets.

Julie Ellenbecker Lipsky is a CFP® professional with 27 years of industry experience, currently serving at Ellenbecker Investment Group. She previously worked at SII Investments, Inc. for 17 years. Lipsky holds leadership roles outside of her advisory work, including Vice President of the Ellenbecker Investment Group Charitable Foundation and board member of the Rogers Memorial Hospital Foundation. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs model portfolios supported by independent research and integrates technology and AI into its services while maintaining human oversight.

Peter Schumacher is a financial advisor with Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He worked at Johnson Wealth Inc. for nine years before joining Oarsman Capital in 2022. 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, broad sector diversification, tax-efficient strategies, and low turnover, employing AI-based tools and discretionary management in its portfolio construction.

Robert Draper is a Series 65-licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners is an employee-owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm employs proprietary research and an ESG scoring overlay in its investment process and integrates AI and data science tools with human oversight.

Jonathan Smucker is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation and 13 years of industry experience. He has been with Marietta Investment Partners since 2015. Marietta Investment Partners is an employee-owned SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm employs proprietary research and an ESG scoring overlay in its global growth and equity strategies, supported by AI and data science tools overseen by the investment team.

Robyn Abel is a financial advisor with Landaas & Company in Milwaukee, WI. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Landaas & Company in 2022, Robyn worked at Baird and Wetzel Brothers, an RR Donnelley company. Landaas & Company provides investment advisory and financial planning services to individual investors, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

Karen Ellenbecker is a financial advisor at Ellenbecker Investment Group in Waukesha, WI, with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ellenbecker Investment Group since 1997. Ellenbecker serves as president of the Lifetime Planning Institute, Inc. and the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children. She also holds board positions with the Wisconsin Club, Foundations Bank, Milwaukee Film Board, Stand-Up-and-Play.com, and participates on the investment committee of the Better Business Bureau of Wisconsin. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor allocations and incorporates technology including AI-assisted tools, while providing integrated tax and accounting services through an affiliated unit staffed with CPAs and enrolled agents.

Emily Zimmerman is a financial advisor at Spectrum Investment Advisors, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Transamerica Investors Securities Corporation and AXA Advisors, LLC. Spectrum Investment Advisors serves institutional retirement-plan sponsors, individuals, trusts, estates, and other entities, offering services such as plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm uses a combination of no-load mutual funds, ETFs, and alternative investments, incorporating proprietary tools and AI oversight in its portfolio management and advisory processes.

Michele Brehm is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and US Bancorp Investments Inc. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor investment allocations and also has an affiliated tax and accounting unit offering tax planning and return preparation services.