Blaine Bancker is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with Capital Investment Services of America Inc since 2019 and previously worked at the University of Wisconsin-LaCrosse. 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.

Jason Lacey is a CFP® professional with 17 years of industry experience, currently serving as an advisor at PJS Investment Management since 2014. He holds Series 63 and Series 65 licenses and works within a six-advisor team based in Cedarburg, Wisconsin. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis, using both individual securities and model portfolios overseen by an investment committee.

Ryan Hoffman is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at UC Jonas LLC, Mina Pasta LLC, Balzac, and Club Portraits LLC. 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.

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.

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.

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.

Donald Tendick III is a CFP® professional with 23 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. He has held roles with several firms, including United Planners' Financial Services and Lion Street, where he is also an owner and producer in non-variable insurance. Blackhawk Capital Partners is an independent asset management and financial planning firm that offers discretionary portfolio management, wealth and business planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and business entities. The firm emphasizes quantitative investment evaluation and regularly monitors client portfolios while providing tailored financial plans.

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.

Matthew Richmond is a financial advisor with Richmond Investment Services LLC, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been affiliated with Richmond Investment Services and LPL Financial since 2007. Outside of his advisory role, he is a licensed notary public. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a combination of LPL-sponsored model programs and a mix of mutual funds, ETFs, equities, fixed income, and options, with most client relationships managed on a discretionary basis.

Frank Windt is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. He has over 20 years of experience in the industry, including roles at CliftonLarsonAllen and Schenck SC before retiring in 2025. Spectrum Investment Advisors serves institutional retirement-plan sponsors and individual clients by providing plan consulting, wealth management, investment consulting, and financial planning. The firm employs a range of portfolio management strategies, including no-load mutual funds, ETFs, and alternatives, and utilizes proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and AI-driven analysis with human oversight.

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.

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.

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.

Alexander Albert is a financial advisor at Richmond Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked with Richmond Investment Services and LPL Financial D.B.A. Richmond Investment Services since 2024. Prior to his advisory roles, he was employed at Annex Wealth Management and has experience outside the financial industry, including working at a pizzeria. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a blend of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis, tailoring portfolios to client goals and risk tolerance.

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.