Operose Advisors LLC

Christopher Evers is a financial advisor at Operose Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Landaas & Company for nine years before joining Operose Advisors in 2022. 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 using mutual funds, ETFs, alternative investments, and independent manager selection, managing over $1.9 billion in client assets with a team of eight advisors.

Ryan Miller is a financial advisor at Operose Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwest Bank of Rockford, First Community Credit Union, and Parker Community Credit Union. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, 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, managing over $1.9 billion in client assets with a small advisory team.

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 and an advisor at Operose Advisors LLC with two years of industry experience. He previously worked at Northwestern Mutual from 2013 to 2023. 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 constructs 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.

John Mcgregor is a financial advisor at Operose Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Robert W. Baird & Co. Incorporated for 19 years before joining Operose Advisors in 2020. 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 manager selection, while managing over $1.9 billion in client assets with a small advisory team.

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 Johnson Wealth Inc. in Milwaukee, WI, with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Johnson Wealth since 2008, including a concurrent role as Senior Vice President Wealth Advisor at Johnson Bank since 2022. Prior to joining Johnson Wealth, he was with Cleary Gull Inc. from 2008 to 2016. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering discretionary and non-discretionary portfolio management along with specialized programs such as discretionary management for airline pilots’ 401(k) accounts.

Patrick Weyer is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Operose Advisors LLC, where he has worked since 2024. His prior experience includes roles at Diversified Management, Inc., Landaas & Company, and several other firms. Operose Advisors provides discretionary and non-discretionary investment advice to individuals, families, family offices, trusts, closely held businesses, foundations, and retirement plans. The firm offers customized asset allocation strategies using mutual funds, ETFs, alternative investments, and independent managers, while managing over $1.9 billion in client assets with a small advisory team.

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.

Amanda Stark is a financial advisor at Operose Advisors LLC in Milwaukee, WI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Vantage Financial Partners, LLC and EY. Operose Advisors provides discretionary and non-discretionary investment advice to a diverse client base including individuals, families, trusts, closely held businesses, 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.