Amanda Taylor is a CFP® with 24 years of industry experience. She has worked at Broadview Financial Management, LLC since 2016 and previously held roles at Fidelity and Allspring Funds Management. Broadview Financial Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm uses Modern Portfolio Theory to construct portfolios, emphasizing mutual funds, ETFs, and independent managers while maintaining oversight and managing tax considerations.

Michael Koerner is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IAG Wealth Partners since 2017, with prior experience at LPL Financial LLC, H. Beck, Inc., and Annex Wealth Management. Outside of his advisory role, Koerner serves as a staff soccer coach for Elmbrook United. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships with a 14-advisor team. The firm offers financial planning, consulting, and portfolio management for individual and high-net-worth clients, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies, as well as third-party managers and LPL-sponsored advisory programs.

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.

John Doak is a Series 65-licensed financial advisor at Riverwater Partners LLC in Milwaukee, WI, with five years of industry experience. He previously worked at U.S. Bank for three years before joining Riverwater Partners in 2021. Riverwater Partners provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm uses a value-oriented, responsible-investing process called the Three Pillar Approach®, focusing on superior businesses, aligned management teams, and attractive valuations, and it manages concentrated portfolios including small- and micro-capitalization strategies.

Daniel Brown is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Richardson Capital Management, LLC since 2017 and previously worked at Annex Wealth Management LLC from 2013 to 2017. Daniel is based in Menomonee Falls, WI, and is part of a seven-advisor team at Richardson Capital Management. Richardson Capital Management provides investment management, wealth management, family office services, and consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including equities, fixed income, mutual funds, ETFs, and may incorporate less-liquid vehicles, while offering consolidated reporting and specialized family office services.

Joseph Dailey is a CFP® with 24 years of industry experience, currently serving as an advisor at Broadview Financial Management, LLC. He has been with Sja Financial Advisory, LLC since 2010. Broadview Financial Management serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $623 million in assets. The firm employs a fiduciary approach focused on financial planning, consulting, and portfolio management, using diversified allocations based on Modern Portfolio Theory with a combination of mutual funds, ETFs, and selected Independent Managers.

Corrine Bultman is a financial advisor at Coordinated Capital Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Coordinated Capital Securities since 2007. Outside of her advisory role, she is an independent insurance agent specializing in group life, long-term and short-term disability, long-term care, health, vision, and dental insurance. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Kendall Bauer is a financial advisor with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Landaas & Company since 2014. Bauer is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm’s clients as part of his role. Landaas & Company offers investment advisory and financial planning services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives.

Joseph Lo Coco is a financial advisor at Arcataur Capital Management LLC in Milwaukee, WI, holding Series 63 and Series 65 designations with 10 years of industry experience. His work history includes roles at OSAIC, SagePoint Financial, Retirement Advocates, Retirement Wealth Advisors, and Fliess Financial Services. Arcataur Capital Management provides discretionary investment management and ongoing financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm blends economic, fundamental, and technical analysis in a top-down investment process, offering diversified portfolios with a focus on large-cap equities and investment-grade fixed income, while accommodating smaller accounts through broad index ETFs.

Mark Sailer is a CFA® charterholder affiliated with KLCM Advisors, Inc. in Milwaukee, WI, where he has worked since 2002. He holds the Series 63 designation and has two years of industry experience. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in assets with an emphasis on separate accounts across value equity, balanced, and fixed income strategies.

Bradley Allen is a financial advisor with Drake & Associates, LLC in Waukesha, WI, holding a Series 65 credential and possessing nine years of industry experience. He has been with Drake & Associates since 2015. Additionally, he works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through a multi-advisor team managing approximately $607 million in client assets. The firm employs a model-driven investment approach using LSA Portfolio Analytics and incorporates technology, including AI tools, to support client servicing and administrative functions.

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.

Malachi Hummel is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm uses a model-driven investment process to tailor portfolios primarily using ETFs, mutual funds, and equities, and manages approximately $607 million in client assets.

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.