Blake Miller is a financial advisor at Landaas & Company with two years of industry experience. He holds the Series 66 designation and previously worked at Robert W Baird for one year. Prior to entering the financial industry, Blake held various roles including positions at Starbucks and in education with the Kewaskum School District. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance.

Mark Shank is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at LS Investment Advisors, LLC since 2008. He is a member of the parish investment committee at St. Joseph Church in Grafton, Wisconsin. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, with an emphasis on fundamental analysis of U.S.-traded equities and fixed income. The firm manages approximately $916 million in discretionary assets across four advisors, offering a large-cap core equity focus and customized allocations tailored to client goals.

Matthew Goihl is a CFP® professional with 16 years of industry experience. He is affiliated with Broadview Financial Management, LLC and has worked with Sja Financial Advisory, LLC since 2008. Broadview Financial Management serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $623 million in assets and offers financial planning, consulting, and portfolio management services using a fiduciary approach and a Modern Portfolio Theory-based investment process.

Hussain Fawaz is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Texas Capital Bank, TCBI Securities, and Sentry Insurance. Outside of his advisory role, he is a shareholder and educational consultant for Capstone Gifted. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and regularly scheduled client consultations, operating as a wholly owned subsidiary of Old National Bancorp.

Amanda Nowaczynski is a CFP® professional with four years of industry experience, currently serving as an advisor at Operose Advisors LLC. Her prior experience includes roles at CliftonLarsonAllen and Annex Wealth Management. She is also involved with Operose Tax Services LLC, which provides tax return review and preparation. Operose Advisors offers discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, and institutions, managing over $1.9 billion in assets. The firm provides customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and it sponsors Operose Capital Funds focused on alternative investments.

Kurt Mihelich is a financial advisor with Oarsman Capital, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Globl Retirement Partners, LLC and Coordinated Capital Securities, Inc. He is based in Milwaukee, WI. Oarsman Capital offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally rated equities, tax-efficient strategies, and employs proprietary modeling and AI tools to support portfolio management.

David Lacroix is a financial advisor with Entasis Asset Management LLC in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Entasis since 2018 and previously worked at Cleary Gull Advisors Inc. for one year. Entasis Asset Management provides advisory, financial planning, tax planning, and non-investment management services to individual clients, institutions, retirement plans, and other entities. The firm employs a Core/Completion investment strategy based on detailed in-house research, combining qualitative due diligence and quantitative scoring, and offers both discretionary, tax-aware portfolio management and technology-enabled solutions through Charles Schwab’s IIP platform.

Adam Baley is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 63 designation with 19 years of industry experience. He has been with Landaas & Company since 2001. In addition to his advisory role, Mr. Baley is a licensed insurance intermediary in Wisconsin and serves as a registered para-planner, handling insurance and annuity contracts exclusively for the firm’s clients. Landaas & Company is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios and provides brokerage and insurance services through its broker-dealer registration and licensed representatives.

Daniel Stier is a CFA® charterholder and an advisor at Operose Advisors LLC with two years of industry experience. He previously worked at Northwestern Mutual from 2013 to 2023. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm constructs customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

John Mcgregor is a financial advisor at Operose Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Robert W. Baird & Co. Incorporated for 19 years before joining Operose Advisors in 2020. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm offers customized asset allocation strategies using mutual funds, ETFs, alternative investments, and independent manager selection, while managing over $1.9 billion in client assets with a small advisory team.

Brian Shank is a financial advisor at LSIA with seven years of industry experience. He holds a Series 66 designation and has worked at Baird, Compass Distributors, LLC, USA Mutuals, and Marquette University prior to joining LSIA in 2020. LSIA provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, trusts, estates, and institutional clients including charitable organizations, pension and profit-sharing plans, and insurance companies. The firm uses fundamental analysis across a variety of securities and incorporates a held-away account platform to manage defined contribution participant accounts.

John Sandstrom is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Landaas & Company, he worked at Amazon.com LLC for five years. He is also a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to clients of Landaas & Company. Landaas & Company offers 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 construct diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management as well as consulting services.

Mitchell Carlson is a financial advisor at Capital Investment Services of America Inc with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Capital Investment Services of America in 2018, he worked at Robert W Baird and US Bank. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. She has been with Richmond Investment Services and its predecessor since 2024 and has worked at LPL Financial since 2010. In addition to her advisory role, she offers non-variable insurance products through Highland Capital Brokerage. Richmond Investment Services provides discretionary and non-discretionary investment advisory, financial planning, estate-planning consulting, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm manages over $453 million in discretionary assets and utilizes a combination of economic, fundamental, and technical analysis to construct diversified client portfolios, primarily through LPL-sponsored platforms.

William Zenk is a CFP® professional with 22 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. Outside of advisory work, he practices elder law and estate planning through the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and tailored financial plans, utilizing quantitative methods and offering access to third-party managers and proprietary strategies distributed on various platforms.

Caroline Jankowski is a financial advisor at Operose Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Vista360, LLC for eleven years. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and private funds. The firm offers customized asset allocations using mutual funds, ETFs, alternative investments, and independent managers, managing over $1.9 billion in client assets with a small advisory team.

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.

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.