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.

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.

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 Paradowski is a Series 65-licensed financial advisor at Diversified Management Inc. in Milwaukee, WI, with six years of industry experience. Her work history includes roles at Client First Investment Management, LLC, Kohl's Department Store, and the University of Wisconsin - Whitewater. Diversified Management, Inc. serves high-net-worth individuals, trusts, and estates by providing investment advisory, financial planning, and income tax services. The firm emphasizes asset allocation and diversification, using fundamental analysis and no-load mutual funds, and manages approximately $1.87 billion in client assets across six advisors.

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.

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.

Gabriel Gonzalez is a financial advisor at Retirable in Milwaukee, WI, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at Equitable Advisors, Northwestern Mutual, and teaching positions at Homestead Middle and High Schools. Outside of his financial career, he volunteers as a Sunday school teacher at St. Roberts Catholic Parish and coaches lacrosse for Ozaukee. Retirable serves individuals who are retired or nearing retirement, as well as trusts and retirement accounts, by providing financial planning and discretionary investment management primarily through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolios with regular rebalancing and reviews.

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 at Operose Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Johnson Wealth Inc. for 18 years and Johnson Bank for four years. He is concurrently employed as a Senior Vice President Wealth Advisor at Johnson Bank. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers comprehensive financial planning and employs a multi-manager investment approach, including access to alternative investments through its Operose Capital Funds.

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® 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 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2023. 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 based on formal financial planning, combining active and passive strategies across various asset classes and employs both discretionary and non-discretionary management approaches.

Carson Biber is a Series 66-registered financial advisor with Drake & Associates, LLC, with four years of industry experience. His prior roles include positions at The Vanguard Group, LPL Financial, and Charles Schwab. He is also a licensed insurance agent in Wisconsin, offering insurance products through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm uses a model-driven investment process focused on tailored asset allocation and employs technology, including AI-enabled tools, to enhance client servicing.

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.

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 seven years of industry experience. She holds a Series 65 designation and previously worked at Ellenbecker Investment Group and several other firms. Outside of her advisory role, she is a certified yoga instructor. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm employs a model-driven investment process tailored to client risk tolerance and objectives, managing approximately $607 million in assets across several thousand client relationships.

Brian Gigl is a CFP® with nine years of industry experience, currently serving as a financial advisor at Riverwater Partners LLC. He previously worked at Johnson Wealth Inc. and Johnson Bank, with a combined tenure of ten years prior to joining Riverwater Partners. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and separately managed equity strategies. The firm employs a value-oriented, research-driven investment process combined with a responsible-investing focus and provides model portfolios to third-party advisers.

Randall Winkler is a CFP® with 25 years of industry experience, currently affiliated with Drake & Associates, LLC since 2022. His prior roles include positions at Annex Wealth Management, LLC, H. Beck, Inc., and BMO Harris Financial Advisors, Inc. He is also a licensed insurance agent in Wisconsin, offering clients advice and insurance products through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment process using LSA Portfolio Analytics and utilizes technology, including AI tools, to support client servicing across several thousand client relationships.