Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.

Alicia Theisen is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with The MilWealth Group, LLC since 2014, including its predecessor McCarthy Grittinger Financial Group. The MilWealth Group provides discretionary investment management and comprehensive financial planning primarily to individuals, high-net-worth clients, and some corporate accounts. The firm uses a traditional asset-allocation strategy and incorporates artificial intelligence tools under formal oversight in its investment process.

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.

John Kurcz is a CFP® professional with nine years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Advisor Network, Thrivent Financial, Cabot Lodge Securities, and Premier Legacy Wealth Management. He is also active as an insurance agent through Keli Financial Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers fractional family-office services and emphasizes disciplined, long-term diversified asset allocation using model portfolios and third-party manager oversight.

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.

John Majewski is a financial advisor at Drake & Associates, LLC with a Series 65 credential. He has experience working at Drake & Associates since 2026 and previously at DBHW Wealth Partners and Zarletti. Prior to his advisory roles, he worked at Papa Murphey's from 2018 to 2022. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $607 million across a 14-advisor team, using a top-down, allocation-driven investment approach with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds.

William Berrall is a financial advisor at BKM Wealth Management with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2023. BKM Wealth Management is a team of five advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services based on formal financial planning and employs a mix of active and passive investment strategies, including independent manager selection and insurance consulting.

Evan Salentine is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Alongside, he worked at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, Salentine owns Salentine's ACT Prep, an ACT tutoring business he has operated since 2018, and is part-owner of a commercial condo development project. Alongside, LLC is an SEC-registered advisory firm serving over 2,100 client relationships with a team of 16 advisors. The firm offers comprehensive financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term investment approach based on Modern Portfolio Theory and multiple analytical methods.

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.

Anthony Trindade is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and based in Waukesha, WI. He has one year of industry experience and has previously worked at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million through a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and quantitative signals, with portfolios mainly implemented in ETFs and mutual funds and supported by technology including AI-enabled tools for client servicing.

Amy Finley is a CFP® with 24 years of industry experience, currently serving as an advisor at The MilWealth Group, LLC in Milwaukee, WI. She has been with the firm and its predecessor entity since 2014. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth individuals, and corporate clients. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation for select clients and retirement plan advisory services.

Jacqueline Schneider is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. She has been with The MilWealth Group, LLC since 2014, contributing to the firm’s advisory team in Milwaukee, WI. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm employs a model-portfolio approach focused on asset allocation, primarily investing in mutual funds and ETFs, and offers additional services such as tax preparation and retirement plan advisory.

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.

Timothy Demuth is an investment advisor at Alongside, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. Outside of his advisory work, he is a co-owner of TDK LLC, which manages building operations and leasing activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing diversified asset allocation and active oversight of third-party managers and model providers.

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.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Senglaub Financial Group and Northwestern Mutual. Christiansen also works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach utilizing model portfolios from LSA Portfolio Analytics and maintains custody at Charles Schwab.

Kyle Bence is a financial advisor at IAG Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Integra Machine Tool and ZIN - Uncommon California Italian. Outside of his advisory role, he is also a registered representative of LPL Financial, providing brokerage products to clients. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs to implement client strategies.

Jacob Newlin is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Edward Jones. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm uses a top-down, allocation-driven investment process with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds while employing technology and human oversight.