Bradley Allen is a financial advisor at Drake & Associates, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Drake & Associates since 2015. In addition to his advisory role, Allen is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, where he offers clients insurance products. 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 process, utilizes model portfolios from LSA Portfolio Analytics, and incorporates active strategies including short-term trading and options writing when appropriate.

Matthew Kulakow is a financial advisor at Operose Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Annex Wealth Management, Sikich, LLC, and Andaloro, Smith, & Krueger, LLP. Kulakow is also involved with Operose Tax Services, LLC, which provides tax return review and preparation without additional compensation. Operose Advisors provides discretionary and non-discretionary investment advice to a diverse client base including individuals, families, family offices, trusts, and private funds. The firm offers customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

Joshua Oswald is a financial advisor at IAG Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has worked at IAG Wealth Partners and LPL Financial since 2022. Outside of his advisory role, he works part-time delivering for DoorDash and is employed seasonally at The Ingleside Hotel. IAG Wealth Partners manages approximately $1.6 billion in client assets across over 2,200 relationships. The firm serves individual and high-net-worth clients with a long-term, buy-and-hold investment approach, offering both model-based and custom portfolio strategies, and utilizes a range of third-party managers and LPL-sponsored advisory programs.

Thomas Pappenfus is a financial advisor with Landaas & Company in New Berlin, WI. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with Landaas & Company. Mr. Pappenfus is also a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

Tammy Niemann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 65 designation and has previously worked at Prosperity Mortgage, Wintrust Financial, and Associated Bank. Ellenbecker Investment Group serves a diverse client base 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, combining model portfolios and independent investment analysis with tailored asset allocation and ongoing management.

Jesse Sindorf is a financial advisor with IAG Wealth Partners, LLC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has worked at LPL Financial, LLC since 2017 and at IAG Wealth Partners, LLC since 2016. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients, with many client relationships implemented through LPL-sponsored programs. The firm generally favors a long-term, buy-and-hold approach and offers both model-based and custom investment strategies.

Eric Suttmiller is a financial advisor at Oarsman Capital, Inc. He holds the Series 65 designation and has five years of industry experience. Prior to joining Oarsman Capital in 2020, he worked for eleven years at Burke Candy and Ingredients. 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, diversified sector exposure, tax-efficient strategies, and a long-term holding approach, utilizing model asset allocations, independent managers, and AI-based tools in portfolio management.

Benjamin Kebbekus is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oarsman Capital since 2004. Prior to that, he worked at Painewebber Incorporated. Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, separately managed accounts, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally rated equities, sector diversification, tax-efficient strategies, and uses proprietary modeling and AI-based tools to support security evaluation and risk management.

Matthew Miler is a CFP® and holds a Series 65 license, with 17 years of experience in the financial services industry. He is currently with The MilWealth Group, LLC, where he has been since 2021, including its prior iteration as McCarthy Grittinger Financial Group. Outside of his advisory role, he serves as a course instructor for the International Foundation of Employee Benefit Plans, teaching Investment Basics. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate accounts. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation and retirement plan advisory.

Michael Egan is a CFP® with 22 years of industry experience and has been with Diversified Management, Inc. in Milwaukee, WI since 1998. He holds a Series 63 license and is part of a six-advisor team at the firm. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax services. The firm emphasizes asset allocation and fundamental analysis, managing assets on a discretionary, fee-only fiduciary basis with a focus on diversified no-load mutual funds and model portfolios.

Chase Lakari is a financial advisor at Drake & Associates, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. Outside of finance, he is a sales manager for Wolf Creek Productions, an outdoor media production company. 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 using model portfolios and integrates technology such as AI to assist in client interactions.

Todd Obrien is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Concierge Financial Partners and Principal Securities Inc. Outside of advising, he works as a bookkeeper and tax preparer for Expert Tax Solutions and serves as an independent insurance agent for Transcend Insurance Group. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm combines fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management.

Blake Miller is a financial advisor at Landaas & Company with two years of industry experience. He holds the Series 66 designation and previously worked at Robert W Baird for one year. Prior to entering the financial industry, Blake held various roles including positions at Starbucks and in education with the Kewaskum School District. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance.

Mark Shank is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at LS Investment Advisors, LLC since 2008. He is a member of the parish investment committee at St. Joseph Church in Grafton, Wisconsin. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, with an emphasis on fundamental analysis of U.S.-traded equities and fixed income. The firm manages approximately $916 million in discretionary assets across four advisors, offering a large-cap core equity focus and customized allocations tailored to client goals.

Matthew Goihl is a CFP® professional with 16 years of industry experience. He is affiliated with Broadview Financial Management, LLC and has worked with Sja Financial Advisory, LLC since 2008. 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 and offers financial planning, consulting, and portfolio management services using a fiduciary approach and a Modern Portfolio Theory-based investment process.

Hussain Fawaz is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Texas Capital Bank, TCBI Securities, and Sentry Insurance. Outside of his advisory role, he is a shareholder and educational consultant for Capstone Gifted. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and regularly scheduled client consultations, operating as a wholly owned subsidiary of Old National Bancorp.

Kevin Sandieson is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fortress Planning Group since 2018 and previously worked at The Master Lock Company for four years. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for both individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs, focusing on value and small-cap exposures aligned with Modern Portfolio Theory.

Amanda Nowaczynski is a CFP® professional with four years of industry experience, currently serving as an advisor at Operose Advisors LLC. Her prior experience includes roles at CliftonLarsonAllen and Annex Wealth Management. She is also involved with Operose Tax Services LLC, which provides tax return review and preparation. Operose Advisors offers discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, and institutions, managing over $1.9 billion in assets. The firm provides customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and it sponsors Operose Capital Funds focused on alternative investments.

Kurt Mihelich is a financial advisor with Oarsman Capital, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Globl Retirement Partners, LLC and Coordinated Capital Securities, Inc. He is based in Milwaukee, WI. Oarsman Capital offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally rated equities, tax-efficient strategies, and employs proprietary modeling and AI tools to support portfolio management.

Jake Perrine is an advisor at Fortress Planning Group with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fortress Planning Group, he worked at Fidelity Investments and Charles Schwab Co., Inc. He also has experience outside the financial industry, including managing Eric's Hand Tossed Pizza & Sub. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for a mix of individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management with a consultative process, focusing on diversified mutual funds and ETFs aligned with Modern Portfolio Theory and primarily uses Dimensional Fund Advisors funds.