Scott Schwartz is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 65 and Series 63 credentials with 11 years of industry experience. He has been with Spectrum Investment Advisors since 2014. Spectrum Investment Advisors serves institutional retirement-plan sponsors, individuals, trusts, estates, and other entities by providing plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm focuses on written investment policies, periodic monitoring, and uses a patented cyclical system and AI tools in its wealth management approach.

Justin Bertzyk is a financial advisor at Ellenbecker Investment Group with three years of industry experience. He holds a Series 65 credential and has previously worked at Johnson Wealth Inc, Johnson Bank, and the Wisconsin Firearms Training Center. Ellenbecker Investment Group provides financial planning, portfolio management, and retirement plan consulting for a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs a model portfolio approach supported by independent research and incorporates technology and AI-assisted tools while maintaining human oversight.

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 Wealth Partners in Cedarburg, WI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at KeyBank and various service industry positions. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across about 454 client relationships, using a disciplined investment process overseen by a Chief Investment Officer and an Investment Committee.

Kyle Bence is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and three years of industry experience. He has worked at IAG Wealth Partners and LPL Financial since 2022 and previously held roles at Integra Machine Tool and ZIN - Uncommon California Italian. Kyle is also a registered representative with LPL Financial. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm employs a long-term, buy-and-hold investment approach, offering both model-based and custom strategies, and utilizes multiple LPL-sponsored programs including Strategic Wealth Management.

Jesse Kutz is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Stifel Financial, Altra Federal Credit Union, and teaching at Viterbo University and Fort Atkinson High School. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients, utilizing a long-term, buy-and-hold investment approach. The firm offers model-based and custom portfolio strategies and supports access to various third-party money managers and LPL-sponsored programs.

Joshua Zahn is a CFP®, CFA®, and Series 65-registered advisor at Resonant Capital Advisors, LLC with four years of industry experience. He previously worked at Orgel Wealth Management and has taught an Advanced Wealth Management class at the University of Wisconsin-Eau Claire College of Business. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm employs a forward-looking investment process tailored to client risk tolerance, blending active, passive, and factor strategies with a focus on bottom-up equity selection and higher-quality fixed income.

Jonathan Marshall is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Spectrum Investment Advisors since 2003. 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 ongoing quarterly monitoring.

Joshua Boris is a CFP® with eight years of industry experience, currently serving as an advisor at Richmond Investment Services LLC. His prior roles include positions at Allianz Life Insurance Company of North America and AXA Equitable. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm emphasizes tailored asset allocation and ongoing portfolio supervision, managing client accounts primarily on a discretionary basis through various LPL-sponsored programs and its own Strategic Wealth Management program.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI. He holds a Series 66 designation and has 12 years of industry experience, including roles at LPL Financial, LLC since 2014. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individual and business clients. The firm generally employs a long-term, buy-and-hold investment approach, offering both model-based core portfolios and custom strategies, and utilizes a range of LPL-sponsored programs and third-party money managers.

Jill Stock is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Spectrum, she worked at Wisconsin Athletic Club and operated Real Fit, LLC for ten years. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting as well as wealth management and financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ for fund ranking and reporting.

Suzanne Weeden is a financial advisor at Spectrum Investment Advisors, Inc. with 12 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Spectrum Investment Advisors since 2014. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and other entities, offering plan consulting, wealth management, investment consulting, and financial planning. The firm emphasizes disciplined portfolio management and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and AI-assisted analysis with human oversight.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently serving at IAG Wealth Partners, LLC. His career background includes roles at Annex Wealth Management, LPL Financial LLC, and the New Berlin Police Department in Wisconsin. He also teaches at Waukesha County Technical College. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities. The firm primarily services clients through LPL’s Strategic Wealth Management program and employs a long-term, buy-and-hold investment approach using both model-based and custom strategies.

Jonathon Jesse is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Spectrum in 2022, he worked at the International Housewares Association from 2016 to 2020. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by offering 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, typically using no-load mutual funds and ETFs, with portfolios monitored quarterly and managed on a discretionary basis as needed.

Michael Mcdonald is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has been with Spectrum Investment Advisors since 2011. 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, utilizing charting, fundamental, and cyclical analysis, including a patented color-coded cyclical system, to guide asset allocation and manager selection.

Nathan Alexander is a financial advisor at Resonant Capital Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Resonant, he worked at Visu-Sewer Inc. for four years. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual, high-net-worth, institutional, and retirement plan clients. The firm employs a tailored investment approach that combines active, passive, and factor strategies with emphasis on bottom-up equity selection and higher-quality fixed income, supported by manager due diligence and ongoing monitoring.

Marcus Mrugala is a financial advisor with Richmond Investment Services LLC, holding a Series 63 designation and bringing 20 years of industry experience. He previously worked at Edward Jones from 2005 to 2017 and LPL Financial from 2017 onward before joining Richmond Investment Services in 2024. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, emphasizing tailored asset allocation and ongoing supervision based on clients’ financial needs and risk tolerances.

Andrew Richman is a financial advisor with Packerland Brokerage Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Packerland Brokerage Services since 2009. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, fixed, and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets, and offers both brokerage and advisory implementation pathways.

Peter Glowacki is a financial advisor at TCFG Investment Advisors, LLC with 43 years of industry experience. He has worked at City National Bank and RBC Capital Markets Corporation prior to joining TCFG. Glowacki holds Series 63 and Series 65 licenses. TCFG Investment Advisors manages approximately $639 million in assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using diverse analytical methods and strategies.