Operose Advisors LLC

Christopher Evers is a CFP® certificant with 12 years of industry experience. He is currently with Operose Advisors LLC, where he has worked since 2022, following a nine-year tenure at Landaas & Company. 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’s services include investment policy development, asset allocation, manager selection, portfolio construction, and retirement plan oversight, with a focus on using mutual funds, ETFs, alternative investments, and separately managed accounts.

Michael Shone is a financial advisor at Operose Advisors LLC with 22 years of industry experience. He holds the Series 63 designation and has worked at firms including Marquette Associates and Peirce Park Group Inc. before joining Operose Advisors in 2025. He was retired from 2023 to 2025 and worked briefly at Clariti Wealth Advisors prior to that. 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 managers, and manages over $1.9 billion in client assets with a small advisory team.

Matthew Kulakow is a financial advisor at Operose Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Annex Wealth Management, Sikich, LLC, and Andaloro, Smith, & Krueger, LLP. Kulakow is also involved with Operose Tax Services, LLC, which provides tax return review and preparation without additional compensation. Operose Advisors provides discretionary and non-discretionary investment advice to a diverse client base including individuals, families, family offices, trusts, and private funds. The firm offers 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.

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.

Daniel Stier is a CFA® charterholder with three years of industry experience. He is currently with Operose Advisors LLC, having joined the firm in 2023. Prior to that, he worked at Northwestern Mutual for a combined total of ten years. 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 financial planning and consulting, and its investment approach includes asset allocation, third-party manager selection, and access to alternative investments through the Operose Capital Funds.

John Mcgregor Jr. is a financial advisor at Operose Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert Baird & Co. for 19 years before joining Operose Advisors in 2020. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, retirement plans, and closely held businesses. The firm offers comprehensive financial planning and investment management, utilizing mutual funds, ETFs, alternative investments, and separately managed accounts, and is notable for its role as general partner and adviser to the Operose Capital Funds.

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.

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.

Lucas Cahalane is a financial advisor with Operose Advisors LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Operose, his work experience includes roles at TKO Miller LLC and various other positions outside of the financial industry. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers a range of services including investment policy development, asset allocation, portfolio construction, and access to private funds through the Operose Capital Funds.

Patrick Weyer is a CFP® professional with nine years of industry experience. He is currently with Operose Advisors LLC and previously worked at Diversified Management, Inc., Landaas & Company, Securities Service Network, Choice Advisors, and Focused Tax Solutions. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers financial planning, consulting, and access to private funds through the Operose Capital Funds, using a combination of mutual funds, ETFs, alternative investments, and separately managed accounts.

Nicholas Bauer is a CFA® charterholder with 21 years of industry experience. He has worked at Operose Partners LLC since 2017 and previously spent six years at Geneva Capital Management Ltd. He holds Series 63 and Series 65 licenses. Operose Advisors LLC provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, retirement accounts, and plans, as well as 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 team of eight advisors.

Kristin Stanek is a Series 65 licensed financial advisor at Operose Advisors LLC with six years of industry experience. She has been with Operose Advisors since 2018 and previously worked at Geneva Capital Management LLC for 13 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 allocation strategies using mutual funds, ETFs, alternative investments, and independent managers, and manages over $1.9 billion in client assets with a small advisory team.

Jason Kausalik is a CFA® charterholder based in Milwaukee, WI, currently serving as an advisor at Operose Advisors LLC with one year of industry experience. He previously worked for Northwestern Mutual from 2017 to 2025 and has experience at the University of Wisconsin Milwaukee. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers investment policy development, asset allocation, third-party manager selection, and access to private funds through the Operose Capital Funds.

Amanda Stark is a financial advisor at Operose Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked at Vantage Financial Partners, LLC and EY, accumulating experience in related fields prior to joining Operose. Operose Advisors LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm focuses on investment policy development, asset allocation, third-party manager selection, portfolio construction, and retirement plan oversight, with a notable role as general partner and adviser to the Operose Capital Funds.