Drake & Associates, LLC

Jessica Reddy is a CFP® professional with seven years of experience at Drake & Associates, LLC, where she is part of a 17-advisor team. She previously worked at Catalyst Financial Planning & Investment Management Corporation for five years. In addition to her financial advisory role, she is the founder and owner of Jessica Reddy Coaching, providing executive coaching to professional and executive women. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $607 million in client assets and uses a model-driven investment process supported by technology to tailor portfolios primarily with ETFs, mutual funds, and equities.

Bradley Allen is a financial advisor with Drake & Associates, LLC in Waukesha, WI, holding a Series 65 credential and possessing nine years of industry experience. He has been with Drake & Associates since 2015. Additionally, he works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through a multi-advisor team managing approximately $607 million in client assets. The firm employs a model-driven investment approach using LSA Portfolio Analytics and incorporates technology, including AI tools, to support client servicing and administrative functions.

Malachi Hummel is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities 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 to tailor portfolios primarily using ETFs, mutual funds, and equities, and manages approximately $607 million in client assets.

Chase Lakari is a financial advisor at Drake & Associates, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments and State Farm. Outside of finance, he has been a sales manager for Wolf Creek Productions, an outdoor media production company, since 2019. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment approach using LSA Portfolio Analytics to tailor asset allocations, primarily implementing portfolios with ETFs, mutual funds, and equities.

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.

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.

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.

Anthony Drake is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Drake & Associates, LLC since 2010 and previously worked at Redhawk Wealth Advisors, Inc. from 2008 to 2010. In addition to his advisory role, he is a licensed insurance agent in Wisconsin, offering insurance products to clients. Drake & Associates, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $607 million in assets through a multi-advisor team, employing a model-driven investment process that incorporates technology and AI tools to support client service and administration.

Ryan Janick is a financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 66 designation. He has been with Drake & Associates since 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 activities. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, managing approximately $607 million in client assets. The firm uses a model-driven investment process tailored to client risk tolerance, primarily employing ETFs, mutual funds, and equities.

Thomas Neumann is a financial advisor at Drake & Associates, LLC in Waukesha, WI, with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Huntington Investment Company, Wells Fargo Clearing, Wells Fargo Bank, Wells Capital Management, and Allspring Funds Management. Neumann serves as a board member of the Long Lake Protection District and is also a licensed insurance agent with Loft Financial Advisory Group, where he offers insurance products to clients. Drake & Associates provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a top-down, model-driven investment process with technology tools and manages approximately $607 million in client assets.

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. Outside of finance, his background includes work with Chicago Trivia Guys and G4S Secure Solutions. 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 technology and AI-enabled tools to tailor portfolios primarily composed of ETFs, mutual funds, and equities.

John Majewski is a financial advisor at Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at DBHW Wealth Partners and Zarletti. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, managing approximately $607 million in client assets. The firm employs a top-down, model-driven investment process and utilizes technology, including AI-enabled tools, to support client service and administrative workflows.

Anthony Trindade is a financial advisor with Drake & Associates, LLC in Waukesha, WI. He holds a Series 65 credential and has one year of industry experience, including prior roles at Kingdom Financial Group, Fullerton Financial Planning, and Charles Schwab. 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 supported by technology and manages approximately $607 million in client assets across several thousand relationships.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Senglaub Financial Group and Northwestern Mutual. Christiansen is also licensed as an insurance agent in Wisconsin, offering insurance products alongside his advisory role. Drake & Associates is a multi-advisor team serving 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 primarily implements portfolios with ETFs, mutual funds, and equities, while incorporating AI-enabled tools to support client service.

Jacob Newlin is a financial advisor with Drake & Associates, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Drake & Associates, he worked at Edward Jones and has background experience in other non-financial roles. 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 focused on tailored asset allocation portfolios and utilizes technology, including AI tools, to support client servicing.