Ronald Larson is the sole advisor at Larson Wealth Management, LLC, an independent firm based in West Bend, WI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding his firm in 2013, he coached high school basketball during the 2013–2014 season. Larson Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple analysis methods in its investment decisions and integrates insurance analysis and product placement into its services.

Diane Esser is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at Direction Financial Management, LLC since 2012. Her background includes integrating financial planning with tax services through her CPA credential and affiliation with an in-house tax practice. Direction Financial Management is an independent, fee-only firm serving individuals, families, trusts, retirees, professionals, and small business owners. The firm provides consultative financial planning and investment advice based on a long-term, passive approach using Modern Portfolio Theory and broad index fund exposure, focusing largely on non-securities planning areas such as tax, estate, and risk management.

Kevin Chapman is the sole advisor at Crossover Capital Trading LLC in Germantown, WI. He holds Series 63 and Series 65 licenses and has 13 years of self-employment experience in the financial industry. Crossover Capital Trading LLC provides discretionary portfolio management to individual clients using a proprietary price-momentum trading model focused on exchange-traded funds. The firm manages approximately $1.1 million across ten client accounts and employs a short-term momentum strategy with daily trade monitoring and performance-based compensation.

David Lake is a financial advisor with Capital Wealth Advisors, Ltd. in West Bend, WI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Capital Wealth Advisors since 2010 and has been involved with RIA Services LLC since 2015. Outside of his advisory roles, he is a member and executive vice president of Black Earth LLC, a real estate investment company. Capital Wealth Advisors, Ltd. provides financial planning, investment management, and consulting services to individuals, trusts, retirement plans, and business entities, as well as sub-advisory services to other financial firms. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and offers ongoing portfolio monitoring and reviews.

Matthew Arndt is a CFP® and CFA® with 18 years of industry experience. He has been with Gallatin Investments, LLC since 2012. Outside of his advisory role, he is also a CPA and provides tax return services through a separate accounting practice. Gallatin Financial Advisors serves primarily individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a disciplined investment approach based on asset allocation and security analysis, providing clients with discretionary account management and tiered subscription planning options.

David Rosenow is a financial advisor at CWP Private Wealth Management with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HBW RIA Services LLC and Ausdal Financial Partners, Inc. Outside of advisory work, he is an independent insurance agent with experience dating back to 1986. CWP Private Wealth Management provides discretionary investment management, financial planning, and business consulting to professionals in the financial services industry, serving a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, technical, charting, and cyclical analysis across various asset types, and offers sub-adviser services to other advisers.

John Mccarthy is a financial advisor at Gallatin Financial Advisors, LLC with nine years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Advisor Networks LLC, and has been self-employed since 2018. In addition to his advisory role, he is an insurance agent selling fixed life insurance. Gallatin Financial Advisors serves primarily individual clients, including high-net-worth households, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment approach with regular account monitoring and provides clients with tiered subscription plans for ongoing planning or traditional account management.

Christopher Grant is a financial advisor at Grant Koehler & Levin Ltd. with 27 years of industry experience. He has been with Grant Koehler & Levin and Polar Investment Counsel, Inc. since 2003. He holds a Series 63 designation. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and borrowing in portfolio management.

William Haese is a financial advisor with Haese Financial Group Inc in Jackson, WI, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been associated with Haese Financial Group and Superior Financial Services, Inc. since 2000. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm generally manages assets on a non-discretionary basis, using written investment policy statements and diversified allocations implemented primarily through no-load or low-load mutual funds and ETFs, and also offers ancillary accounting and tax services.

Julia Anderson is a financial advisor with Haese Financial Group Inc, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 42 years of industry experience, with prior roles at The PRUDENTIAL INSURANCE COMPANY OF AMERICA and PRUCO Securities, LLC. Outside of financial advising, Anderson is a co-owner of a food business in Arlington Heights, Illinois. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a diverse client base including individuals, trusts, and small businesses. The firm manages assets primarily through globally diversified portfolios using no-load or low-load mutual funds and ETFs, and it offers ancillary accounting and tax services alongside its advisory work.

Nathan Corroy is a CFP® professional with 11 years of industry experience, currently serving at Richardson Capital Management, LLC since 2014. He is based in Menomonee Falls, WI, and is part of a seven-advisor team. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, by providing wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm manages over $500 million in client assets and employs a fundamental analysis approach with a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Jennifer Kohls is a financial advisor at Richardson Capital Management, LLC with five years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at DB Tax and Wealth, UW Parkside, Milwaukee Area Technical College, and work as an independent contractor. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, offering wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm employs fundamental analysis with both discretionary and non-discretionary investment management and manages over $500 million in client assets.

Thomas Shanahan is a financial advisor with Haese Financial Group Inc in Jackson, WI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Haese Financial Group and Superior Financial Services since 2001. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily through strategic, globally diversified allocations using no-load or low-load mutual funds and ETFs, and also offers ancillary accounting and tax services as part of its comprehensive client work.

Daniel Brown is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Richardson Capital Management since 2017 and previously worked at Annex Wealth Management LLC from 2013 to 2017. He is based in Menomonee Falls, WI, and is part of a seven-advisor team. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, offering wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm employs fundamental analysis across various asset classes and provides both discretionary and non-discretionary investment management, managing over $500 million in client assets.

Nathan Derks is a financial advisor at Landolt Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, Derks is involved in tax preparation and accounting through ownership and partnership in related businesses, and serves as treasurer on the board of a youth baseball club. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets for about 173 clients, employing a fundamental analysis approach with a focus on small-cap growth stocks and tailored portfolio strategies.

William Theis is a financial advisor with LaSalle Investment Advisors, Inc., holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at LaSalle since 2017 and previously spent nine years with Freedom Investors Corp. In addition to his role at LaSalle, he provides brokerage services and portfolio management through Superior Financial Services. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in discretionary assets. The firm constructs diversified, client-specific asset allocation models and employs both long- and short-term investment strategies guided by an in-house investment committee.

Zachary Nowatzki is a financial advisor at Haese Financial Group Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Northwestern Mutual. He is also registered with Superior Financial Services, Inc. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm generally manages assets on a non-discretionary basis using globally diversified asset allocations implemented primarily through no-load or low-load mutual funds and ETFs, and also offers in-house accounting and tax services.

Bryan Becker is a financial advisor at Richardson Capital Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Richardson Financial Group since 2019. Prior to that, he was employed at Landaas & Company from 2014 to 2018. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients. The firm provides wealth management, family office services, investment portfolio analysis, and retirement plan consulting, managing over $500 million in client assets through a combination of fundamental analysis and a range of investment strategies.

Michael Richardson is a financial advisor at Richardson Capital Management, LLC in Menomonee Falls, WI, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Richardson Capital Management since 2007. He is also the president and owner of Richardson Financial Group, an insurance sales business established in 1969. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, offering wealth management, family office services, and retirement plan consulting. The firm employs fundamental analysis in managing portfolios across various asset classes and provides integrated family office services for clients with complex financial needs.

Mark Steele is a financial advisor with Richardson Capital Management, LLC, holding a Series 65 credential and six years of industry experience. He has worked at Richardson Financial Group since 2018 and previously spent 25 years at Ver Halen, Inc. Outside of his advisory role, Steele owns MDS Solutions, LLC, a business focused on the sale of Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, by providing wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm employs fundamental analysis to manage a diverse range of investments and offers integrated family office services tailored to clients with complex financial needs.