Mitchell Carlson is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. He has been with Capital Investment Services of America, Inc. since 2018 and previously worked at Robert W Baird from 2016 to 2018. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, nonprofits, retirement plans, and businesses. The firm uses a research-driven, team approach with tailored portfolios consisting of individual stocks, bonds, and ETFs.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and over 21 years of industry experience. She has previously worked at LPL Financial from 2010 and Wells Fargo Clearing from 2008 to 2010. Boris offers non-variable insurance products through Highland Capital Brokerage alongside her advisory services. 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, utilizing a variety of LPL-sponsored programs and its Strategic Wealth Management program.

William Zenk is a financial advisor at Blackhawk Capital Partners, LLC with 23 years of industry experience. He holds the CFP® designation and has previous experience at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. In addition to his advisory work, he is an attorney specializing in elder law and estate planning at the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm focuses on discretionary portfolio management and tailored financial planning, using quantitative methods and offering access to a range of investment options including third-party managers and proprietary strategies.

Caroline Jankowski is a financial advisor with Operose Advisors LLC in Milwaukee, WI. She holds a Series 65 designation and has six years of industry experience. Her prior work includes an 11-year tenure at Vista360, LLC. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, families, trusts, corporations, and private funds. The firm employs a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments, and serves as adviser and general partner to the Operose Capital Funds.

David Sandstrom is a financial advisor at Landaas & Company with 13 years of industry experience. He holds a Series 66 designation and has been with Landaas & Company since 2013. Sandstrom is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to the firm’s clients. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and businesses. The firm combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, offering integrated investment advisory, brokerage, and insurance services.

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.

Brent Schneider is a financial advisor at Oarsman Capital, Inc. with 26 years of industry experience. He holds a Series 63 designation and has worked at Unger Capital Management, Inc. and Harbour Investments, Inc. since the early 1990s. Oarsman Capital offers investment management, model portfolios, 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 tools while managing accounts primarily on a discretionary basis.

William Gray is a financial advisor with Richmond Investment Services LLC, holding CFP® and Series 66 credentials and 22 years of industry experience. He previously worked at Robert Baird & Co. and LPL Financial before joining Richmond Investment Services in 2024. Richmond Investment Services, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, and estate-planning consultations, emphasizing tailored asset allocation and ongoing supervision through various LPL-sponsored investment programs.

Amanda Grams is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI. She holds a Series 65 designation and has two years of industry experience. Grams has been with Marietta Investment Partners since 2014 in various roles. Marietta Investment Partners is an employee-owned investment adviser offering discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm emphasizes proprietary research to select growth-oriented securities, incorporates an ESG scoring overlay, and uses AI and data science tools with human oversight as part of its investment process.

Patrice Gentile is a Series 66-licensed financial advisor at Landaas & Company with two years of industry experience. Prior to joining Landaas & Company, Patrice held positions in the hospitality sector, including roles at The Mothership, Balzac Wine Bar, Stone Creek Coffee, and Starbucks. Landaas & Company provides investment advisory and financial planning services to a broad range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management using mutual funds, ETFs, individual stocks and bonds, and alternative investments.

Kylee Haufschild is a Series 65 licensed advisor with six years of industry experience, currently with Diversified Management, Inc. in Milwaukee, Wisconsin. Her prior work includes roles at Client First Investment Management, LLC, Kohl's Department Store, and the University of Wisconsin - Whitewater. Diversified Management, Inc. primarily serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, financial planning, and tax services. The firm employs a model-based approach emphasizing asset allocation and diversification, managing approximately $1.87 billion in assets across six advisors.

Jill Grueninger is a CFA® charterholder with eight years of industry experience. She has been with Arcataur Capital Management LLC since 2017. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm serves both non‑high‑net‑worth and high‑net‑worth individuals, using a top‑down investment approach that combines economic, fundamental, and technical analysis to manage diversified equity, fixed income, and balanced portfolios.

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.

Thomas Booth is a financial advisor with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable and Tricom Funding. Outside of finance, he has been involved with Door Dash. 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 employs both fundamental and technical analysis to build tailored portfolios across a range of investment vehicles and strategies.

Steven Backus is a financial advisor with Operose Advisors LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Johnson Bank and Johnson Wealth Inc., where he served for a combined 22 years, as well as a year at Ziegler Capital Management. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and institutional clients. The firm employs a variety of investment vehicles and distinguishes itself through its role as adviser and general partner to the Operose Capital Funds, alongside its affiliated tax and accounting 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.

Jaclyn Gruber is a financial advisor at Oarsman Capital, Inc with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Johnson Bank, Johnson Wealth Inc., and Cleary Gull Inc. Gruber joined Oarsman Capital in 2023 as part of their team of 14 advisors. Oarsman Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes diversified, tax-efficient portfolios with a long-term holding approach and incorporates proprietary modeling and AI tools to assist in security evaluation and risk management.

Jason Voelker is a CFP® certificant with 22 years of experience in the financial advisory industry. He has worked at Affiliated Financial Advisors Inc. since 2002 and was previously with Capital Financial Services, Inc. from 2003 to 2009. Based in Milwaukee, WI, Jason holds Series 63 and Series 65 licenses. Affiliated Financial Advisors, Inc. provides asset and portfolio management services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a combination of analytical methods and both long- and short-term strategies tailored to client objectives, with most client assets managed on a non-discretionary basis.

Kyle Tetting is a financial advisor with Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Landaas & Company since 2006. Tetting is a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company as part of his regular duties. Landaas & Company provides investment advisory and financial planning services to a broad client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management, consulting, and financial planning.

Lori Brook is a Series 65-licensed financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, with one year of industry experience. She has been associated with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned, SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm utilizes proprietary research, an ESG scoring overlay, and AI-driven tools to manage customized global growth and equity strategies.