Debra Melvin is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with IAG Wealth Partners and LPL Financial since 2014. In addition to her advisory work, Melvin authored a financial workbook for women titled *Finding Your Worth & Wealth*. IAG Wealth Partners manages approximately $1.585 billion in client assets across 2,210 relationships with a 14-advisor team. The firm serves individual and high-net-worth clients using a long-term, buy-and-hold investment approach, offering both model-based and custom portfolio strategies along with financial planning and consulting services.

Jean Golla is a financial advisor with Sikich Financial based in Brookfield, WI, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at Wells Fargo Bank, Morgan Stanley, LPL Financial, Johnson Wealth, and BMO Harris Financial Advisors. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs, and offers integrated investment management, financial planning, retirement plan consulting, and business succession planning.

Christopher Mitchell is a CFP® professional with 23 years of industry experience. He is affiliated with IAG Wealth Partners, LLC and has worked at LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in client assets, serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. 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.

Catherine Watson is a financial advisor at Ellenbecker Investment Group with five years of industry experience. She holds the Series 65 designation and previously worked at FSR Wealth Management, Ltd and Raj Vora CPA. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm integrates independent research and technology, including AI-assisted tools, into its investment approach and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

John Maresh is a financial advisor with LaSalle Investment Advisors, Inc. in Pewaukee, WI, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with LaSalle Investments since 1995 and has also been associated with Superior Financial Services, Inc. since 2017. Outside of his advisory role, he provides insurance services, including life, disability, and long-term care policies. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in assets. The firm uses client-specific asset allocation models and a combination of analytical approaches, with an internal investment committee guiding decisions and quarterly portfolio reviews.

K. Robert Batchelor is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Entasis Asset Management LLC since 2016. He is also President of CSC Investments LLC, a non-investment business focused on personal real estate project oversight. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors, employing a Core/Completion philosophy with in-house research and a documented manager selection process.

Anthony Drake is a financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 65 designation with 17 years of industry experience. He has been with Drake & Associates since 2010. 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 that incorporates model portfolios and utilizes third-party platforms for portfolio management and cash handling.

Adam Stoeckler is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He currently works at Highland Investment Advisors LLC, where he has been since 2022, and previously operated Stoeckler Financial Advisory Services, LLC for 13 years. Outside of his advisory work, he serves as Deacon of Finance and a member of the Finance Committee at Lakewood Baptist Church, overseeing budgeting and financial management. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm uses a “GRIP” framework focused on growth, risk reduction, and inflation protection, employing model portfolios informed by academic research and Modern Portfolio Theory, with investment strategies that include Dimensional Fund Advisors funds, direct indexing, option-based hedging, and tax-aware trading.

Benjamin L'empereur is a CFP® professional with three years of industry experience, currently serving at Ellenbecker Investment Group. He previously worked at Madison Partners and Russell Investments, among other firms. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations, integrates technology and AI for research and reporting, and offers affiliated tax and accounting services through a subsidiary staffed by CPAs and enrolled agents.

Courtney Witthuhn is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2016. Ellenbecker Investment Group offers financial planning, portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates model portfolios, independent research, and technology, including AI-assisted tools, to provide tailored investment solutions and also includes an affiliated tax and accounting unit staffed by CPAs and enrolled agents.

Ryan Janick is a financial advisor with Drake & Associates, LLC in Waukesha, WI, holding a Series 66 designation and beginning his advisory career in 2025. Outside of his advisory role, he serves as a Field Referee at Boxhorn Gun Club, a sportsman club featuring trap, sporting clays, and 5-stand shooting facilities. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm employs a top-down, allocation-driven investment approach utilizing model portfolios and quantitative signals, with portfolios mainly composed of ETFs and mutual funds and supported by AI-enabled technology alongside human oversight.

Nicholas Ziarek is a CFP® and CFA® with 14 years of industry experience. He has worked at Shakespeare Wealth Management, LLC since 2018 and previously spent five years at P.J. Schmidt Investment Management, Inc. He serves on multiple boards, including the FPA of Wisconsin (where he is president), the CFA Society of Milwaukee, and is involved with the UW-La Crosse Spellman Fund Advisory Board and a youth baseball league in Wauwatosa. Shakespeare Wealth Management is a six-advisor team managing approximately $642 million across more than 300 accounts. The firm serves individuals and corporate clients with discretionary portfolio management and comprehensive financial planning, using a model-driven, allocation-focused investment approach that emphasizes diversified holdings and academic return factors.

Thomas Neumann is a financial advisor with Drake & Associates, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining Drake & Associates in 2019, he worked at Huntington Investment Company and Wells Fargo affiliates. He serves as a board member for the Long Lake Protection District, where he participates in budgeting and lake management discussions. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach and utilizes model portfolios from LSA Portfolio Analytics, with custody at Charles Schwab.

Mark Strey is a CFP® professional with 13 years of experience in financial advising. He currently works at Neptune Wealth and has held prior positions at Annex Wealth Management and Mutual of Omaha. Outside of advising, he owns Integrated Tax Prep & Planning, LLC, a seasonal tax preparation business. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, and outsourced CIO arrangements. The firm uses a top-down macro allocation framework combined with fundamental equity analysis and incorporates AI research tools to support market and planning analysis.

Ryan Radecki is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2024. Prior to his financial services career, he was employed at G4S Secure Solutions and was involved with Chicago Trivia Guys. 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 that uses model portfolios and incorporates active strategies as appropriate.

Ashley Fredricks is a financial advisor at Entasis Asset Management LLC with two years of industry experience. She holds the PFS™ designation and also owns Fredericks CPA LLC, a tax and accounting practice. Prior to joining Entasis, she worked at Dwayne Johnson & Associates, SC for two years. Entasis Asset Management serves individual clients, institutions, retirement plans, and other entities by providing investment advisory, financial planning, and tax planning services. The firm uses a Core/Completion investment approach combining in-house research and a documented manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Michael Richardson is a financial advisor with Richardson Capital Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Richardson Capital Management since 2007 and has been involved with Richardson Financial Group, Inc. since 1982, where he is also president and owner of an insurance sales business. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, portfolio analysis, and financial planning consulting. The firm employs a range of investment strategies across various asset classes and offers formal family office services and account aggregation tools to provide comprehensive client reporting.

Kristina Schnuckel is a CFP® professional with 17 years of industry experience. She has been with Ellenbecker Investment Group since 2014 and also works with SII Investments Inc. Outside of her advisory role, she serves as a board member and treasurer for West African Mercy Ministries and is a member of the finance committee at Brooklife Church. 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 and discretionary investment management, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Dawn May is a financial advisor at Affiliated Financial Advisors Inc. in Milwaukee, WI, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Capital Financial Services, Inc. and Calton & Associates, Inc. Dawn is also licensed to sell fixed insurance products. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to a diverse client base, including individual, high-net-worth, institutional, and trust accounts. The firm employs a team of four advisors managing approximately $462 million in assets, using fundamental, technical, and cyclical analysis to develop client recommendations.

Scott Heins is a CFP® professional with 26 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. He has been with IAG Wealth Partners since 1999 and concurrently with LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, offering financial planning, hourly consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach with both model-based and custom strategies, often utilizing third-party managers and LPL-sponsored advisory programs.