Collin Patrick Broderick

Nicholas Mowry is a financial advisor with FIAT LUX Capital Management, holding a Series 66 designation and six years of industry experience. Prior to founding FIAT LUX in 2025, he worked at Lauer Financial Services and MWA Financial Services Inc. Outside of finance, he teaches private music lessons through his Nicholas Mowry Music business. FIAT LUX Capital Management is an independent advisory firm serving individuals, trusts, charitable organizations, small businesses, partnerships, and corporations. The firm manages approximately $51.6 million in client assets with a focus on customized investment management, cash-flow analysis, and planning.

Robert Sperka is the sole advisor at Sperka Investment Management, LLC, an independent registered investment adviser based in New Berlin, WI. He holds a Series 65 designation and has four years of industry experience, including roles at The Kinetic Company, Inc. and US Bank. Sperka Investment Management, LLC provides discretionary asset management services to individuals, high-net-worth clients, and trusts. The firm employs both fundamental and technical analysis to create portfolios aligned with client goals and risk tolerance, offering features such as discretionary trading authority, quarterly reviews, and tax-loss harvesting.

Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

Thomas Carroll is a CFA® charterholder with 31 years of industry experience. He has been with Summit Investment Management, Ltd. since 2012. Outside the financial industry, he is a member of Southeast Wisconsin Process, LLC, a process serving business. Summit Investment Management provides discretionary asset management and wealth oversight to individuals, retirement plans, foundations, trusts, and charitable organizations. The firm uses a macroeconomic and industry analysis-driven investment approach combined with quantitative equity selection, managing accounts on a discretionary basis tailored to client objectives.

Lee Barczak is a financial advisor at Morgan Kenwood Advisors, LLC with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Kenwood Advisors since 2004. In addition to his advisory role, he serves as president of Morgan Kenwood, Ltd., an insurance agency, and is involved in managing MK1 Realty, LLC. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to clients’ objectives and monitoring accounts regularly.

Elizabeth Stamatakos is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. She has been with A to Z Financial Planning LLC since 2015 and continues to work there as one of two advisors. A to Z Financial Planning LLC is a fee-only fiduciary firm serving individuals, trusts, estates, small businesses, and tax-qualified plans, managing approximately $49 million in client assets. The firm uses a broadly diversified, globally allocated investment approach focused on low-cost index funds and ETFs, employing buy-and-hold strategies combined with fundamental, technical, and quantitative research.