Drake & Associates, LLC

Jessica Reddy is a CFP® professional with six years of experience currently serving at Drake & Associates, LLC. She is the founder and owner of Jessica Reddy Coaching, an executive coaching business providing one-on-one coaching to professional and executive women since 2010. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment process and utilizes third-party platforms and AI tools to support portfolio management and client communications.

Bradley Allen is a financial advisor at Drake & Associates, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Drake & Associates since 2015. In addition to his advisory role, Allen is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, where he offers clients insurance products. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment process, utilizes model portfolios from LSA Portfolio Analytics, and incorporates active strategies including short-term trading and options writing when appropriate.

Chase Lakari is a financial advisor at Drake & Associates, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. Outside of finance, he is a sales manager for Wolf Creek Productions, an outdoor media production company. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach using model portfolios and integrates technology such as AI to assist in client interactions.

Carson Biber is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, The Vanguard Group, Inc., and Charles Schwab. Outside of his advisory role, he is also a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach using model portfolios and third-party tools, and it incorporates active strategies and AI-assisted note-taking in client communications.

Kristina Alfini is a financial advisor at Drake & Associates, LLC with six years of industry experience. She holds a Series 65 credential and previously worked at Ellenbecker Investment Group and several other financial and wellness-related firms. Outside of her advisory role, she is also a certified yoga instructor. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based investment approach using model portfolios and third-party analytics, incorporating active strategies and AI tools, while maintaining custody through Charles Schwab.

Randall Winkler is a CFP® with 24 years of industry experience, currently serving at Drake & Associates, LLC since 2022. He previously worked at H. Beck, Inc. and Annex Wealth Management, LLC. Outside of his advisory role, he is a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, offering clients insurance products alongside financial advice. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based, top-down investment process using model portfolios and third-party platforms, and incorporates active strategies and AI-assisted meeting notes in its operations.

Anthony Drake is a financial advisor at Drake & Associates, LLC in Waukesha, WI, holding a Series 65 designation with 17 years of industry experience. He has been with Drake & Associates since 2010. Outside of his advisory role, he is also a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach that incorporates model portfolios and utilizes third-party platforms for portfolio management and cash handling.

Ryan Janick is a financial advisor at Drake & Associates, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Drake & Associates, he worked at Equitable Advisors, LLC and was involved with the University of Wisconsin-Whitewater. Outside of his advisory role, Janick serves as a Field Referee at Boxhorn Gun Club, a sportsman club offering trap, sporting clays, and 5-stand shooting activities. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamentally based, top-down investment process using model portfolios and actively monitors client accounts with a range of strategies including ETFs, mutual funds, and individual securities.

Thomas Neumann is a financial advisor with Drake & Associates, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining Drake & Associates in 2019, he worked at Huntington Investment Company and Wells Fargo affiliates. He serves as a board member for the Long Lake Protection District, where he participates in budgeting and lake management discussions. Drake & Associates serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach and utilizes model portfolios from LSA Portfolio Analytics, with custody at Charles Schwab.

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 from 2021 to 2024. Prior to his financial services career, he was employed at G4S Secure Solutions and was involved with Chicago Trivia Guys. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach that uses model portfolios and incorporates active strategies as appropriate.

Anthony Trindade is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ. He holds a Series 65 designation and has been in the industry since 2023, with prior experience at Charles Schwab and Grand Canyon University. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning and consulting services, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for suitability reviews and client communication.

Brendan Christiansen is a financial advisor at Drake & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Senglaub Financial Group and Northwestern Mutual. Christiansen also works as a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach utilizing model portfolios from LSA Portfolio Analytics and maintains custody at Charles Schwab.

Jacob Newlin is a financial advisor at Drake & Associates, LLC with a Series 65 credential and one year of industry experience. Prior to joining Drake & Associates, he worked at Edward Jones and has held various roles outside finance, including positions at Jimmy Johns and Vino Ect. He attended the University of Wisconsin-La Crosse from 2021 to 2025. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment process and utilizes third-party platforms such as LSA Portfolio Analytics and Flourish Cash, incorporating active strategies and AI-assisted note-taking in client interactions.

Jonathan Costa is a financial advisor at Drake & Associates, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Bay Crest Partners LLC. Outside of his advisory role, 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, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment process and uses model portfolios from LSA Portfolio Analytics, with custody held at Charles Schwab.