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.

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.

Ryan Collier is a Financial Consultant based at the Brookfield Investor Center. He collaborates with clients to co-create and implement comprehensive financial plans, focusing on delivering consistent service throughout the financial planning process. Prior to his current role, Ryan worked as a Retirement Plan Advisor at Empower from 2018 to 2024. He holds an MBA in Finance from the University of Wisconsin Whitewater. Outside of his professional work, Ryan's personal interests include cooking and baking, fishing, fitness, social events with friends, parenthood, and reading.

Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.

Alicia Theisen is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with The MilWealth Group, LLC since 2014, including its predecessor McCarthy Grittinger Financial Group. The MilWealth Group provides discretionary investment management and comprehensive financial planning primarily to individuals, high-net-worth clients, and some corporate accounts. The firm uses a traditional asset-allocation strategy and incorporates artificial intelligence tools under formal oversight in its investment process.

Katie Murphy is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 65 and Series 66 credentials and 12 years of industry experience. She has been with Ellenbecker Investment Group since 2017 and previously spent four years in a homemaking role. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations to client objectives and risk tolerance, and it integrates technology and AI-assisted processes with human oversight in client service.

John Kurcz is a CFP® professional with nine years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Advisor Network, Thrivent Financial, Cabot Lodge Securities, and Premier Legacy Wealth Management. He is also active as an insurance agent through Keli Financial Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers fractional family-office services and emphasizes disciplined, long-term diversified asset allocation using model portfolios and third-party manager oversight.

Anne Sapienza is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial and IAG Wealth Partners since 2009. Sapienza serves on the board of Shorehaven, a nonprofit continuing care retirement community. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals and business entities, utilizing both model-based and custom investment strategies. The firm primarily services clients through LPL-sponsored programs with a focus on long-term, buy-and-hold investment approaches.

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.

Mark Steele is a financial advisor with Richardson Capital Management, LLC and holds a Series 65 credential. He has six years of industry experience and has previously worked at Richardson Financial Group, Brunsell Lumber & Millwork, and Ver Halen, Inc. Outside of his advisory role, he owns MDS Solutions, LLC, a company that sells Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations by providing investment management, wealth management, family office services, and consulting on financial, tax, insurance, and estate planning matters. The firm employs a comprehensive investment approach using equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, along with account aggregation and comprehensive reporting tools.

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.