Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab, HTLF/UMB Bank, Wisconsin Bank & Trust, and LPL Financial. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing and administration.

Jesse Kutz is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Stifel Financial, Altra Federal Credit Union, and teaching at Viterbo University and Fort Atkinson High School. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients, utilizing a long-term, buy-and-hold investment approach. The firm offers model-based and custom portfolio strategies and supports access to various third-party money managers and LPL-sponsored programs.

Charles Batchelor is a CFA® charterholder with 15 years of industry experience, currently serving at Entasis Asset Management LLC since 2016. He is part of a five-advisor team based in Brookfield, WI. Entasis Asset Management provides investment advisory, financial planning, tax planning, and non-investment management services to individuals, institutions, and retirement plans. The firm emphasizes a Core/Completion investment approach supported by proprietary research and a disciplined manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Berrall serves as a trustee for the BKM Wealth Management 401(k) plan. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm offers wealth management services focused on a formal financial planning process, using a combination of active and passive strategies and providing investment management, independent manager selection, and insurance consulting.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI. He holds a Series 66 designation and has 12 years of industry experience, including roles at LPL Financial, LLC since 2014. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients. The firm generally employs a long-term, buy-and-hold investment approach, offering both model-based core portfolios and custom strategies, and utilizes a range of LPL-sponsored programs and third-party money managers.

Jonathan Costa is a financial advisor at Drake & Associates, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Bay Crest Partners LLC. Costa is also a licensed insurance agent in Wisconsin, providing clients with insurance advice alongside his advisory services. Drake & Associates manages approximately $607 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment approach using technology and AI-enabled tools to tailor asset allocation and support client servicing.

Jason Ganiere is a financial advisor with IAG Wealth Partners, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. His background includes roles at LPL Financial LLC, H. Beck Inc., and Annex Wealth Management, as well as a long career at the New Berlin Police Department. He is also involved with Waukesha County Technical College in a non-investment capacity. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm employs a long-term, buy-and-hold investment approach and offers both model-based and customized strategies, serving many clients through LPL’s Strategic Wealth Management program.

Scott Keipper is a PFS™ credentialed advisor at Highland Investment Advisors LLC with 20 years of industry experience. Prior to joining Highland in 2024, he worked for 18 years at Professional Management of Milwaukee, Inc. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm’s investment approach utilizes a “GRIP” framework focusing on growth, risk reduction, and inflation protection, employing model portfolios influenced by academic research and Modern Portfolio Theory.

Brian Cayon is a CFA® charterholder with 20 years of industry experience. He has worked at Fortress Planning Group since 2022, following roles at Northern Trust Company and Waukesha State Bank. He holds a Series 63 license. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly with Dimensional Fund Advisors funds.

Scott Wellens is a CFP® professional with 14 years of industry experience, currently serving at Fortress Planning Group since 2011. He holds a Series 65 license and is based in Pewaukee, WI. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm follows a four-step consultative process and employs a diversified investment approach focused on value and small-cap exposures, primarily using Dimensional Fund Advisors funds.

Isaac Charpentier is a financial advisor at Shakespeare Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at West Bend Insurance Company, Bank Five Nine, and Generac Power Systems. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities, managing approximately $641.9 million across about 312 accounts. The firm uses a model-driven, allocation-focused investment approach tailored to various risk profiles and offers discretionary portfolio management alongside comprehensive financial planning.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Eric Kulwicki is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Intrua Financial and has previously worked at Freedom Wealth Alliance, LPL Financial, and Robert Baird & Co. Kulwicki owns Wisconsin Investor Education, LLC, which provides access to investment and financial education. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, modern portfolio theory, technical, and cyclical analysis to develop customized asset allocations and implements strategies through direct management, model portfolios, and third-party managers.

Michael Venturini is a financial advisor at Annex Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HBeck from 2015 to 2018. Venturini has been with Annex Wealth Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and corporate entities, using a team-oriented investment approach that incorporates ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Chadwick Albano is a financial advisor at Global View Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Robert Half International and Investment Advisors International. Albano is also involved with affiliated entities focusing on marketing and sales of insurance and advisory services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using model-driven strategies focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Matthew Krenke is a CFP®, ChFC®, and Series 66-licensed financial advisor at Annex Wealth Management, LLC with 19 years of industry experience. He has been with Annex Wealth Management since 2018 and previously worked at ASC Wealth & Retirement Advisors LLC. Krenke holds a Wisconsin health and life insurance license. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process with a core-and-tactical approach and offers comprehensive wealth management, retirement consulting, and a goals-based online service called Annex Ignite.

Austin Vande Slunt is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has experience working at Home Path Financial, LP, Nike, the University of Wisconsin - Whitewater, and the Lomira School District. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, high-net-worth households, pension plans, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies across various asset classes and offers multiple service models tailored to clients’ needs.

Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.

Andrea Argue is a CFP® professional with 22 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC in Waukesha, WI. She has worked at LPL Financial and Woodbury Financial Services, among others, and is involved with Kave Family Financial, which she has operated since 2016. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Jacquelyn Sklenar is a financial advisor at Annex Wealth Management, LLC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked at Annex Wealth Management since 2013. Prior to that, she was affiliated with H. Beck, Inc. from 2013 to 2018. Outside of advisory work, she is also an insurance agent with Annex Insurance Services, focusing on fixed insurance products. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across over 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities using a team-oriented investment process that combines ETFs, mutual funds, equities, fixed income, options, alternative investments, and custom indexing.