William Zenk is a CFP® professional with 22 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. Outside of advisory work, he practices elder law and estate planning through the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and tailored financial plans, utilizing quantitative methods and offering access to third-party managers and proprietary strategies distributed on various platforms.

Matthew Demet is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spectrum Investment Advisors since 2013. 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 it uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ to support portfolio management.

Catherine Milligan is a financial advisor with Fortress Planning Group in Pewaukee, WI, holding a Series 65 designation and two years of industry experience. Prior to joining Fortress Planning Group, she worked at Kendra Scott for five years and spent three years as a homemaker. Fortress Planning Group is a team-based registered investment adviser managing approximately $345 million for individual and high-net-worth clients. The firm employs a four-step consultative process and primarily uses broadly diversified mutual funds and ETFs with a tilt toward value and small-cap exposures, implementing portfolios mainly through Dimensional Fund Advisors funds.

Matthew Kons is a financial advisor at BKM Wealth Management with 25 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. BKM Wealth Management is a team of six 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 centered on formal financial planning, utilizing both active and passive investment strategies across various asset classes and employing independent managers and wrap-fee programs.

William Gray is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Richmond Investment Services LLC and has previously worked at LPL Financial LLC for over a decade. 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 emphasizes tailored portfolios through a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Steven Manders is a CFP® with 14 years of industry experience currently with BKM Wealth Management. Prior to joining BKM in 2023, he worked for Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2023. He holds an inactive Wisconsin law license and serves as a trustee or co-trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $652 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services centered on formal financial planning, combining active and passive investment strategies and independent manager evaluation.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.

Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.

Brian White is a CFP® professional at Spectrum Investment Advisors, Inc., with 23 years of industry experience. He has been with Spectrum since 2007. Outside of his advisory role, he is a member of Spectrum Investment Center, LLC. Spectrum Investment Advisors serves institutional retirement-plan sponsors and individual clients, offering plan consulting, wealth management, investment consulting, and financial planning. The firm utilizes a color-coded cyclical system and AI tools under human oversight to construct portfolios primarily consisting of no-load mutual funds and ETFs.

Jason Voelker is a CFP® professional with 21 years of industry experience, currently serving at Affiliated Financial Advisors Inc. in Milwaukee, WI. He has been with Affiliated Financial Advisors since 2002 and also works at Capital Financial Services, Inc. since 2003. Affiliated Financial Advisors, Inc. provides investment supervisory services to a diverse client base, including individuals, high-net-worth investors, institutional, and trust accounts. The firm operates on a non-discretionary basis, delivering portfolio analysis and recommendations across multiple asset classes while maintaining a higher client-to-advisor ratio than typical team firms.

William Manders is a financial advisor at BKM Wealth Management with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network and its affiliated entities from 2009 to 2023. BKM Wealth Management is a team of five advisors managing over $650 million across approximately 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.

Carson Biber is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, The Vanguard Group, Inc., and Charles Schwab. Outside of his advisory role, he is also 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 using model portfolios and third-party tools, and it incorporates active strategies and AI-assisted note-taking in client communications.

Salvatore Ferrito Jr. is a financial advisor at PlanVision, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm delivers written plans and ad-hoc consultations without imposing account minimums and emphasizes a long-term, simplified allocation philosophy favoring passive investments.

Kristina Alfini is a financial advisor at Drake & Associates, LLC with six years of industry experience. She holds a Series 65 credential and previously worked at Ellenbecker Investment Group and several other financial and wellness-related firms. Outside of her advisory role, she is also a certified yoga instructor. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based investment approach using model portfolios and third-party analytics, incorporating active strategies and AI tools, while maintaining custody through Charles Schwab.

Blaine Disrud is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Spectrum Investment Advisors, Inc., having previously worked at Annex Wealth Management, LLC and Voit & Company, LLC. Spectrum Investment Advisors serves retirement plan sponsors and individual investors, offering 401(k) and other plan consulting alongside wealth management and financial planning. The firm uses balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and typically constructs portfolios with no-load mutual funds and ETFs, monitoring accounts quarterly with discretionary management options.

Randall Winkler is a CFP® with 24 years of industry experience, currently serving at Drake & Associates, LLC since 2022. He previously worked at H. Beck, Inc. and Annex Wealth Management, LLC. Outside of his advisory role, he is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, offering clients insurance products alongside financial advice. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based, top-down investment process using model portfolios and third-party platforms, and incorporates active strategies and AI-assisted meeting notes in its operations.

Ryan Rink is a financial advisor at Shakespeare Wealth Management, LLC in Pewaukee, WI, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and Thrivent Investment Management. Shakespeare Wealth Management serves individuals, including high-net-worth clients, and corporate entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven, allocation-focused investment approach that incorporates diversified mutual fund and ETF holdings, factor tilts, and third-party sub-advisers while providing clients with an online planning portal and regular reporting.

Andrea Bulen is a CFP® professional with 17 years of industry experience. She has been with Hogan Financial Management, LLC since 2004. Bulen is based in Pewaukee, WI, and is part of a six-advisor team at Shakespeare Wealth Management, LLC. Shakespeare Wealth Management serves individual clients, including high-net-worth individuals, and corporate entities. The firm employs a model-driven, allocation-focused investment approach with portfolios tailored to risk profiles, emphasizing diversified holdings in mutual funds and ETFs, and regularly rebalanced based on volatility.

Jean Range is a CFP® professional with 24 years of industry experience and has been with Ellenbecker Investment Group since 2009. She is based in Waukesha, WI, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she teaches religious education at St. Leonard Catholic Church and volunteers on the raffle committee for the Women and Girls Fund of Waukesha County. Ellenbecker Investment Group serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, utilizing model portfolios and independent research to tailor client allocations, and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.