John Majewski is a financial advisor at Drake & Associates, LLC with a Series 65 credential. He has experience working at Drake & Associates since 2026 and previously at DBHW Wealth Partners and Zarletti. Prior to his advisory roles, he worked at Papa Murphey's from 2018 to 2022. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $607 million across a 14-advisor team, using a top-down, allocation-driven investment approach with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds.

William Berrall is a financial advisor at BKM Wealth Management with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2023. BKM Wealth Management is a team of five 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 based on formal financial planning and employs a mix of active and passive investment strategies, including independent manager selection and insurance consulting.

Evan Salentine is a financial advisor at Alongside, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, he owns and operates Salentine's ACT Prep, an ACT tutoring business, and is a part-owner of a commercial condo development project. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and supervises third-party managers and model providers, offering fractional family-office services through an affiliated entity.

Kiefer Baumbach is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Robert W. Baird and LPL Financial, as well as positions with the University of Wisconsin Milwaukee Athletic Department and the Milwaukee Admirals. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients. The firm employs a long-term, buy-and-hold strategy and offers model-based and customized investment portfolios, often utilizing LPL’s Strategic Wealth Management program.

Anthony Trindade is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and based in Waukesha, WI. He has one year of industry experience and has previously worked at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million through a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and quantitative signals, with portfolios mainly implemented in ETFs and mutual funds and supported by technology including AI-enabled tools for client servicing.

Amy Finley is a CFP® with 24 years of industry experience, currently serving as an advisor at The MilWealth Group, LLC in Milwaukee, WI. She has been with the firm and its predecessor entity since 2014. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth individuals, and corporate clients. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation for select clients and retirement plan advisory services.

Jacqueline Schneider is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. She has been with The MilWealth Group, LLC since 2014, contributing to the firm’s advisory team in Milwaukee, WI. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm employs a model-portfolio approach focused on asset allocation, primarily investing in mutual funds and ETFs, and offers additional services such as tax preparation and retirement plan advisory.

Michael Kutz is a financial advisor at IAG Wealth Partners, LLC with 22 years of industry experience. He has been with IAG Wealth Partners and LPL Financial since 2011. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, favoring a long-term, buy-and-hold investment approach. The firm offers both model-based portfolios and custom strategies, and many client relationships are managed through LPL’s Strategic Wealth Management program.

Nikita Kibardin is a CFP® with six years of industry experience, currently serving at Ellenbecker Investment Group since 2026. His prior roles include positions at Madison Partners, Annex Wealth Management, Tri City National Bank, and U.S. Bancorp Investments. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm integrates independent research, model portfolios, and technology-driven tools, including AI-assisted processes, while offering affiliated tax and accounting services through a separate unit.

George Schmidley is a financial advisor with Affiliated Financial Advisors Inc in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Affiliated Financial Advisors since 1992. Outside of advisory work, he is the owner and president of a tax preparation and insurance business and serves as founder and president of the nonprofit Hope Community Foundation, a 501(c) organization. Affiliated Financial Advisors, Inc. provides non-discretionary investment supervisory services to individual, high-net-worth, institutional, and trust clients. The firm manages approximately $462 million in assets across a four-advisor team, using fundamental, technical, and cyclical analysis to develop recommendations that require client approval before execution.

Erica Bourquin is a CFP® and Series 66 registered advisor with two years of experience, currently serving at Granite Harbor Advisors, INC. Prior to joining Granite Harbor, she spent five years at Bank of America Private Bank. Granite Harbor Advisors works with individual, high-net-worth, and institutional clients, providing asset management, financial planning, retirement plan consulting, and advisory support for pooled investment vehicles. The firm offers portfolios composed of public and private securities and sponsors multiple private funds alongside related entities.

Justin Bertzyk is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and two years of industry experience. Prior to joining Ellenbecker, he worked at Wisconsin Firearms Training Center and held roles at Johnson Wealth Inc and Johnson Bank. His background also includes positions in manufacturing and education. 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 tailored to each client’s objectives and risk tolerance.

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.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Senglaub Financial Group and Northwestern Mutual. Christiansen also works as 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 utilizing model portfolios from LSA Portfolio Analytics and maintains custody at Charles Schwab.

Kyle Bence is a financial advisor at IAG Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Integra Machine Tool and ZIN - Uncommon California Italian. Outside of his advisory role, he is also a registered representative of LPL Financial, providing brokerage products to clients. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients with financial planning, consulting, and portfolio management services. 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 to implement client strategies.

Jacob Newlin is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Edward Jones. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm uses a top-down, allocation-driven investment process with model portfolios and quantitative signals, implementing portfolios mainly with ETFs and mutual funds while employing technology and human oversight.

Joshua Hines is a financial advisor at Drake & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, HTLF/UMB Bank, and Wisconsin Bank & Trust. Drake & Associates, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, managing approximately $607 million across a 14-advisor team. The firm employs a top-down, allocation-driven investment process using model portfolios and third-party quantitative signals, with portfolios mainly implemented through ETFs and mutual funds.

Charles Batchelor is a CFA® charterholder with 15 years of industry experience, currently serving at Entasis Asset Management LLC since 2016. He is part of a five-advisor team based in Brookfield, WI. Entasis Asset Management provides investment advisory, financial planning, tax planning, and non-investment management services to individuals, institutions, and retirement plans. The firm emphasizes a Core/Completion investment approach supported by proprietary research and a disciplined manager selection process, offering both discretionary portfolio management and technology-enabled solutions.

Joshua Zahn is a financial advisor at Resonant Capital Advisors, LLC, holding the CFP®, CFA®, and Series 65 credentials with three years of industry experience. Prior to joining Resonant Capital Advisors, he 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 manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and integrates affiliated accounting and tax advisory services.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Berrall serves as a trustee for the BKM Wealth Management 401(k) plan. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm offers wealth management services focused on a formal financial planning process, using a combination of active and passive strategies and providing investment management, independent manager selection, and insurance consulting.