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.

Daniel Dedecker Jr. is a financial advisor at Spectrum Investment Advisors, Inc. with seven years of industry experience. He holds the Series 65 designation and has worked previously at Alpha Investment Consulting and BMO Harris Bank. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, providing plan consulting, wealth management, investment consulting, and standalone financial planning. The firm emphasizes written investment policy formation, plan monitoring, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and a patented cyclical analysis system in its portfolio management.

Scott Conger is a financial advisor at PJS Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including PJ Schmidt Investment Management, BMO Harris Bank, PPCM, Inc., and Pennant Management Inc. He is based in Cedarburg, Wisconsin. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm combines multiple investment analyses with model portfolios overseen by a Chief Investment Officer and an Investment Committee, managing approximately $852 million across 454 client relationships.

Kristen Carioti is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI. She has one year of industry experience and previously worked for nine years at Mount Mary University in various capacities. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm employs portfolio management using no-load mutual funds and ETFs, a proprietary monitoring system, and incorporates AI tools overseen by a dedicated committee.

Kevin Perlberg is a CFP® with 39 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has a long tenure at Blackhawk, dating back to 1984, and has held roles with multiple firms including Lion Street and KPDT, LLC. Outside of advisory work, he is the owner and producer of Lion Street, a non-variable insurance business. Blackhawk Capital Partners, LLC is an independent firm providing discretionary portfolio management, financial planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and businesses. The firm employs quantitative methods to evaluate investments and offers services such as model portfolio management and sub-advisory through third-party platforms.

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 licensed advisor at Granite Harbor Advisors, INC. with three years of industry experience. Prior to joining Granite Harbor Advisors in 2026, she worked for five years at Bank of America Private Bank. Granite Harbor Advisors serves individual, high-net-worth, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm sponsors multiple private funds and employs a range of investment strategies including public and private securities, derivatives, and alternative investments.

Scott Schwartz is a financial advisor at Spectrum Investment Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Spectrum since 2014. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm employs a patented color-coded cyclical system and discloses the use of AI tools with human oversight as part of its portfolio management approach.

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.

Manuel Rosado is a financial advisor at Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Spectrum Investment Advisors since 2005. Outside of his advisory role, Rosado serves as a bank director for Port Washington State Bank and is a member of the school board at Eastbrook Academy. 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, constructing portfolios primarily from no-load mutual funds and ETFs.

Emma Curtsinger is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at KeyBank and various service industry positions. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across about 454 client relationships, using a disciplined investment process overseen by a Chief Investment Officer and an Investment Committee.

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.

Jesse Kutz is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Stifel Financial, Altra Federal Credit Union, and teaching at Viterbo University and Fort Atkinson High School. IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to both individual and business clients, utilizing a long-term, buy-and-hold investment approach. The firm offers model-based and custom portfolio strategies and supports access to various third-party money managers and LPL-sponsored programs.

Kathleen Oberneder is a CFP® professional at Forefront with 22 years of industry experience. She has previously worked at J. W. Cole Advisors, LPL Financial, and Principal Financial Services. Outside of her advisory role, she serves as treasurer for Independent Housing Initiative, Inc., a nonprofit focused on creating supported housing for adults with special needs. Forefront Wealth Partners is a team-based SEC-registered adviser serving individuals, business owners, and corporate clients. The firm offers customized portfolio management, comprehensive financial planning, and estate-planning coordination, utilizing third-party managers and multi-advisor resources across several offices.

Joshua Zahn is a CFP®, CFA®, and Series 65-registered advisor at Resonant Capital Advisors, LLC with four years of industry experience. He previously 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 is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm employs a forward-looking investment process tailored to client risk tolerance, blending active, passive, and factor strategies with a focus on bottom-up equity selection and higher-quality fixed income.

Jonathan Marshall is a financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Spectrum Investment Advisors since 2003. 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 typically constructs portfolios using no-load mutual funds and ETFs, with ongoing quarterly monitoring.

Joshua Boris is a CFP® with eight years of industry experience, currently serving as an advisor at Richmond Investment Services LLC. His prior roles include positions at Allianz Life Insurance Company of North America and AXA Equitable. 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, managing client accounts primarily on a discretionary basis through various LPL-sponsored programs and its own Strategic Wealth Management program.