Craig Gonn is a financial advisor with Vision Financial Services LLC in Grafton, WI, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His career includes roles at Bartlein Barrels and Harbour Investments, Inc. He also provides consultation on a wide variety of financial decisions through a separate consulting activity. Vision Financial Services LLC serves individual investors, small businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts by offering portfolio management, financial consultation, and third-party money manager recommendations. The firm typically tailors portfolios using client interviews and modern portfolio theory and manages most accounts on a non-discretionary basis.

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.

Matthew Dunham is a financial advisor at Dream Lake Financial LLC in Saukville, WI, with four years of industry experience. He holds a Series 65 designation and previously worked at Affiliated Financial Advisors, Inc., BDO USA, LLP, and the Milwaukee Fire Department. Dunham is also the owner of Dream Lake Tax and Accounting, dedicating part of his time to this tax and accounting business. Dream Lake Financial LLC provides investment management, financial planning, and tax preparation services to individuals, charitable organizations, and corporations. The firm employs an investment approach based on modern portfolio theory, using fundamental analysis and a mix of passive vehicles, and offers both discretionary and non-discretionary strategies alongside comprehensive financial planning and in-house tax services.

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.

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.

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.

Jason Lacey is a CFP® professional with 17 years of industry experience, currently serving as an advisor at PJS Investment Management since 2014. He holds Series 63 and Series 65 licenses and works within a six-advisor team based in Cedarburg, Wisconsin. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis, using both individual securities and model portfolios overseen by an investment committee.

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.

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.

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.

Joyce Bielefeld is a financial advisor at PJS Investment Management with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with PJS since 2015. Outside of her advisory role, she prepares income tax returns part-time through Elaine Kronberg Income Tax Service. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, supported by a team of six advisors managing approximately $787 million in assets.

Kelsey Wagner is a financial advisor at PJS Investment Management with Series 63 and Series 65 licenses and five years of industry experience. She has worked at P.J. Schmidt Investment Management since 2020 and previously held roles at The Vanguard Group, Northwestern Mutual, and other firms. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning for portfolio clients, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis with both individual-security strategies and model portfolios overseen by an investment committee.

Patrick Sommerfield Jr. is a financial advisor at PJS Investment Management in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, managing approximately $787 million in assets across about 462 client relationships.

Kelly Merten is a financial advisor at PJS Investment Management with 21 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. The firm serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. PJS Investment Management employs a blended investment approach combining fundamental, technical, cyclical, and qualitative analysis with asset allocation, using both individual securities and model portfolios overseen by an investment committee and chief investment officer.

Scott Conger is a Series 65-licensed financial advisor with PJS Investment Management in Cedarburg, WI, bringing 11 years of industry experience. He has worked at PJS Investment Management since 2018 and previously at BMO Harris Bank from 2016 to 2018. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm manages approximately $787 million in assets across about 462 client relationships, utilizing a blended investment process that combines multiple analytical approaches and employs both individual securities and model portfolios.

Emma Curtsinger is a financial advisor at PJS Investment Management with Series 65 credentials and two years of industry experience. Prior to joining PJS, she held roles at KeyBank and worked in various service and retail positions while completing her studies at the University of Dayton. PJS Investment Management serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm employs a blended investment process combining fundamental, technical, cyclical, and qualitative analysis alongside asset allocation, managing approximately $787 million in assets across 462 client relationships.

David Talbot is a CFP® with 19 years of experience in the financial services industry. He is currently with Concorde Asset Management, LLC, where he has worked since 2019, and has prior experience at Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot is involved in several related activities including hosting a weekly online radio show for financial professionals, consulting families on college financial planning, and participating in charitable efforts with the Knights of Columbus. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategies, and offers alternative investment products alongside traditional portfolios.

David Pagel is a CFP® professional with 10 years of industry experience, currently serving at Harbour Investments, Inc. and Pagel Wealth Management since 2021. His prior experience includes roles at Pagel Financial Group and R.M. Stark & Co, Inc. He also operates a professional photography business specializing in landscape photos. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a range of strategies including fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs, fixed income, annuities, and other instruments.

Jessica Kirby is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Northern Trust Securities and Northern Trust Bank since 2013. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients, including trusts, endowments, and pension plans. The firm uses model-driven strategies combining proprietary and third-party investments, supported by governance reviews, performance monitoring, and tax management services.