Elizabeth Walter is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to joining Spectrum in 2018, she worked at Us Bancorp Fund Services as a consultant and held roles at Whitefish Bay Schools and Eastbrook Academy. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and typically constructs portfolios using no-load mutual funds and ETFs, with regular monitoring and discretionary management options.

Katie Murphy is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 65 and Series 66 credentials and 12 years of industry experience. She has been with Ellenbecker Investment Group since 2017 and previously spent four years in a homemaking role. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations to client objectives and risk tolerance, and it integrates technology and AI-assisted processes with human oversight in client service.

Patrick Sommerfield Jr. is a financial advisor at PJS Investment Management in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. 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 alongside asset allocation, managing approximately $787 million in assets across about 462 client relationships.

Anne Sapienza is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial and IAG Wealth Partners since 2009. Sapienza serves on the board of Shorehaven, a nonprofit continuing care retirement community. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, utilizing both model-based and custom investment strategies. The firm primarily services clients through LPL-sponsored programs with a focus on long-term, buy-and-hold investment approaches.

Kelly Merten is a financial advisor at PJS Investment Management with 21 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. The firm serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. PJS Investment Management employs a blended investment approach combining fundamental, technical, cyclical, and qualitative analysis with asset allocation, using both individual securities and model portfolios overseen by an investment committee and chief investment officer.

Paul Minick is a CFP® with six years of industry experience, currently serving as a financial advisor at Spectrum Investment Advisors, Inc. since 2019. He previously worked at Bank of America for 21 years. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and typically constructs portfolios using no-load mutual funds and ETFs, with discretionary management options available.

Mark Steele is a financial advisor with Richardson Capital Management, LLC and holds a Series 65 credential. He has six years of industry experience and has previously worked at Richardson Financial Group, Brunsell Lumber & Millwork, and Ver Halen, Inc. Outside of his advisory role, he owns MDS Solutions, LLC, a company that sells Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations by providing investment management, wealth management, family office services, and consulting on financial, tax, insurance, and estate planning matters. The firm employs a comprehensive investment approach using equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, along with account aggregation and comprehensive reporting tools.

Kiefer Baumbach is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Robert W. Baird and LPL Financial, as well as positions with the University of Wisconsin Milwaukee Athletic Department and the Milwaukee Admirals. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm employs a long-term, buy-and-hold strategy and offers model-based and customized investment portfolios, often utilizing LPL’s Strategic Wealth Management program.

Daniel Dedecker Jr. is a financial advisor at Spectrum Investment Advisors, Inc. with seven years of industry experience. He holds the Series 65 designation and has worked previously at Alpha Investment Consulting and BMO Harris Bank. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, providing plan consulting, wealth management, investment consulting, and standalone financial planning. The firm emphasizes written investment policy formation, plan monitoring, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and a patented cyclical analysis system in its portfolio management.

Scott Conger is a Series 65-licensed financial advisor with PJS Investment Management in Cedarburg, WI, bringing 11 years of industry experience. He has worked at PJS Investment Management since 2018 and previously at BMO Harris Bank from 2016 to 2018. 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 manages approximately $787 million in assets across about 462 client relationships, utilizing a blended investment process that combines multiple analytical approaches and employs both individual securities and model portfolios.

Kristen Carioti is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI. She has one year of industry experience and previously worked for nine years at Mount Mary University in various capacities. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm employs portfolio management using no-load mutual funds and ETFs, a proprietary monitoring system, and incorporates AI tools overseen by a dedicated committee.

Michael Kutz is a financial advisor at IAG Wealth Partners, LLC with 22 years of industry experience. He has been with IAG Wealth Partners and LPL Financial since 2011. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, favoring a long-term, buy-and-hold investment approach. The firm offers both model-based portfolios and custom strategies, and many client relationships are managed through LPL’s Strategic Wealth Management program.

Nikita Kibardin is a CFP® with six years of industry experience, currently serving at Ellenbecker Investment Group since 2026. His prior roles include positions at Madison Partners, Annex Wealth Management, Tri City National Bank, and U.S. Bancorp Investments. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm integrates independent research, model portfolios, and technology-driven tools, including AI-assisted processes, while offering affiliated tax and accounting services through a separate unit.

George Schmidley is a financial advisor with Affiliated Financial Advisors Inc in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Affiliated Financial Advisors since 1992. Outside of advisory work, he is the owner and president of a tax preparation and insurance business and serves as founder and president of the nonprofit Hope Community Foundation, a 501(c) organization. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to individual, high-net-worth, institutional, and trust clients. The firm manages approximately $462 million in assets across a four-advisor team, using fundamental, technical, and cyclical analysis to develop recommendations that require client approval before execution.

Erica Bourquin is a CFP® and Series 66 registered advisor with two years of experience, currently serving at Granite Harbor Advisors, INC. Prior to joining Granite Harbor, she spent five years at Bank of America Private Bank. Granite Harbor Advisors works with individual, high-net-worth, and institutional clients, providing asset management, financial planning, retirement plan consulting, and advisory support for pooled investment vehicles. The firm offers portfolios composed of public and private securities and sponsors multiple private funds alongside related entities.

Scott Schwartz is a financial advisor at Spectrum Investment Advisors, Inc. with 11 years of industry experience. He has been with Spectrum since 2014 and holds Series 65 and Series 63 licenses. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and other entities by providing plan consulting, wealth management, investment consulting, and financial planning. The firm emphasizes investment policy formation and monitoring for plan sponsors and constructs portfolios using no-load mutual funds, ETFs, and alternatives for wealth management, incorporating AI tools under a structured oversight framework.

Justin Bertzyk is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and two years of industry experience. Prior to joining Ellenbecker, he worked at Wisconsin Firearms Training Center and held roles at Johnson Wealth Inc and Johnson Bank. His background also includes positions in manufacturing and education. Ellenbecker Investment Group serves a diverse range of clients including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to each client’s objectives and risk tolerance.

Amy Bremmer is a CFP® professional with 15 years of industry experience. She is currently an advisor at Ellenbecker Investment Group and has previously worked at H. Beck, Inc. and Annex Wealth Management, LLC. Outside of her advisory role, she owns Purple Penny Soap Company LLC, which manufactures and sells bar soap at farmers markets and craft fairs. Ellenbecker Investment Group serves a diverse range of clients, including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis while tailoring strategies to client objectives and risk tolerance.

Manuel Rosado is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Spectrum Investment Advisors since 2005. Outside of his advisory role, Rosado serves as a bank director for Port Washington State Bank and is a member of the school board at Eastbrook Academy. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, constructing portfolios primarily from no-load mutual funds and ETFs.

Emma Curtsinger is a financial advisor at PJS Investment Management with Series 65 credentials and two years of industry experience. Prior to joining PJS, she held roles at KeyBank and worked in various service and retail positions while completing her studies at the University of Dayton. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, managing approximately $787 million in assets across 462 client relationships.