Eugene Szaj is a financial advisor at Disciplined Financial Services, Inc. in New Berlin, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Disciplined Financial Services since 2015. Disciplined Financial Services, Inc. is an independent registered investment adviser serving individuals, trusts, estates, corporations, retirement plans, and other entities. The firm provides discretionary and non-discretionary portfolio management, account manager selection, performance evaluation, and financial and retirement consulting, using a combination of fundamental, technical, and quantitative methods in its investment approach.

William Niewoehner is the sole advisor at WHN Investor Services, Inc. in Brookfield, WI, holding a Series 63 designation with 24 years of industry experience. He has been with WHN Investor Services since 1981. WHN Investor Services provides discretionary investment management to high-net-worth individuals and consulting services to institutional corporate retirement plans. The firm specializes in customized portfolios focused on dividend-paying large-cap stocks and fixed income for individuals, and offers investment policy statement development, asset allocation recommendations, manager searches, and performance evaluation for institutional clients.

Matthew Buehler is a financial advisor at Erenda Capital with a Series 65 designation and two years of industry experience. His prior roles include positions at Glarus Capital, Ankura Consulting, and operating his own law practice, Buehler Law. Erenda Capital Management is a solo-registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a value-oriented investment approach with concentrated portfolios and offers financial planning without additional charge.

David Sims is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with SIMS Capital Management LLC since 2003. SIMS Capital Management LLC is a small advisory firm managing approximately $56 million across about 16 client relationships. The firm provides discretionary portfolio management for individual investors and manages the publicly traded Eagle Capital Growth Fund, Inc., employing a blend of value and growth stock selection with a specialization in closed-end funds.

Brian Clarke is a CFP® professional with 21 years of industry experience. He is the principal of Clarke Financial Counsel, LLC, an independent, fee-only financial planning firm based in Whitefish Bay, WI, where he has worked since 2023. Clarke also serves as an Investment Adviser Representative of Financial Strategies, Incorporated, providing advisory services separate from those at his own firm. Clarke Financial Counsel offers comprehensive written financial plans to individuals and high-net-worth clients, focusing on cash flow, retirement, tax and estate planning, business planning, insurance review, and investment analysis. The firm employs fundamental analysis, modern portfolio theory, and passive investment principles in its recommendations, while clients maintain asset custody and implement investments independently.

Erik Kroll is a CFP® professional with 11 years of experience in financial advising, currently operating Hilltop Financial Advisors in Milwaukee, WI. He has also worked as a paraplanner for other financial advisors in an independent contractor capacity since 2017. Hilltop Financial Advisors serves individual clients by providing investment management and a range of financial planning services, including comprehensive plans, ongoing planning relationships, and specialized consultations. The firm primarily employs passive, asset-allocation portfolios using index funds and ETFs, with discretionary management and occasional active management supplements.

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Peter Merkel is a CFA® charterholder and the sole advisor at Magis Management, LLC, an independent investment advisory firm based in Milwaukee, WI. He has 12 years of industry experience and has led Magis Management since 2013. Magis Management provides one-time investment consulting and ongoing discretionary management to a select group of individual and institutional clients. The firm employs a bottom-up, fundamentally oriented investment approach with an emphasis on long-term total return, incorporating derivatives and leverage strategies that are uncommon among solo independent advisers.

Kevin Sandrock is the sole advisor at Eclipse Asset Management LLC in Milwaukee, WI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Eclipse Asset Management since its founding in 2006. Eclipse Asset Management advises individual clients through separately managed accounts, focusing on fundamental analysis to create tailored portfolios that may include stocks, ETFs, mutual funds, U.S. Treasury securities, and option strategies. The firm manages approximately $8.19 million in discretionary assets across eight accounts and maintains policies such as no account minimums and not taking custody of client assets.

Ryan Isherwood is a CFA® charterholder and Series 63 licensee with one year of experience in investment management. He currently works at Significance Capital Management LLC and previously held roles at Calamos Investments and Timpani Capital Management. Outside of his financial career, he is involved in men's health clinics and wellness services in the Milwaukee area. Significance Capital Management provides discretionary investment management services to individual and high-net-worth clients through its Enhanced Alpha Strategy, which combines fundamental analysis, factor investing, quantitative optimization, and market sentiment inputs to manage large-capitalization equity portfolios.

Hi, I’m Jared Andreoli, CFP®, CSLP®, and I launched Simplicity Financial in 2017. As a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®), I work with Physicians, Fellows, and residents to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, planning for retirement, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values. I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me. After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.

Todd Marescalco is a financial advisor at Navigant Consulting with 13 years of industry experience. He holds a Series 66 designation and has worked at Navigant Consulting since 2017, following three years at Investment Fee Solutions. Outside of his advisory role, he volunteers financial advice to SynSel Energy, a bio-refinery startup, without compensation. Navigant Consulting Group, LLC serves high-net-worth individuals and trusts, focusing on discretionary portfolio management and consulting on trust and estate investment matters. The firm emphasizes fee and performance analysis, customized portfolios, and operates primarily as a directed party for corporate trustees.

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 Warden is the principal advisor at Warden Wealth Management, LLC in Milwaukee, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2009. Outside of his advisory work, he serves as president of a condominium association and owns a business consulting firm providing management and marketing advice. Warden Wealth Management offers investment advisory, financial planning, and wealth management services to a select group of individuals and families, including business owners, executives, retirees, and next-generation heirs. The firm employs a primarily fundamental investment approach with diversified portfolios and a focus on long-term allocations tailored to each client’s objectives and risk tolerance.

Liran Amir is a Series 65-licensed financial advisor with SKP Wealth in Glendale, WI, bringing one year of industry experience. He is also the founding and managing partner of Sakura Partners, LLC, an accounting firm where he dedicates part of his time. SKP Wealth offers fee-only wealth management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, pension plans, and charitable organizations. The firm integrates tax-aware planning with investment strategies that include passive and active funds, alternative investments, and socially conscious options, and provides a subscription-based Financial Wellness program alongside donor-advised fund services and educational seminars.

Kurt Mueller is a CFP® with 25 years of industry experience and has been the sole advisor at Family Investment Planning, LLC since 2010. He holds Series 63 and Series 65 licenses and operates out of Elm Grove, WI. Family Investment Planning, LLC provides financial planning, investment consultation, and non-discretionary supervisory services to individuals, trusts, foundations, charities, pension and profit-sharing plans, and businesses. The firm uses a Core + Satellite investment approach focused on passive core holdings combined with select active managers and emphasizes consultation and broader financial planning, operating under a fee-only billing model based on hourly or fixed fees.

John Bleidorn is a financial advisor and CPA based in Milwaukee, WI, with 16 years of industry experience. He is the sole advisor at Bleidorn Tax & Investment Services, LLC, where he has worked since 2009. In addition to his investment advisory role, he provides tax preparation and consulting services through his separate CPA practice. Bleidorn Tax & Investment Services offers investment management and tax consulting to individual clients, managing approximately $8 million in assets. The firm combines discretionary portfolio management with tax planning and preparation, integrating both disciplines in a manner uncommon among independent advisory firms.

Eric Korbitz is the principal of Korbitz Financial Planning LLC in Milwaukee, WI, holding the CFP® designation with 17 years of industry experience. He also owns an accounting firm specializing in tax preparation and tax planning, which operates as a division of his financial planning practice. Korbitz Financial Planning LLC provides fee-only financial planning, investment consultation, and tax and accounting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm integrates advisory and accounting capabilities, offering customized portfolios that generally apply Modern Portfolio Theory using cost-efficient index funds or ETFs, primarily on a consultative basis without continuous discretionary management.

Hello! My name is Andrew Ish and I’m a fee-only financial planner and investment advisor based in Milwaukee, Wisconsin. I earned a Master Degree in Accounting and also am a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). Inspired by my background as an Eagle Scout, my firm's name and culture embraces the timeless motto of ‘Be Prepared’. This guiding principle ensures that every aspect of your financial life is diligently protected as we navigate you towards financial freedom. Think of my firm, Prepared Financial Planning LLC, as your personal Chief Financial Officer (CFO), dedicated to providing you with expert guidance across all aspects of your financial journey. Our comprehensive suite of services includes: • Comprehensive retirement planning • Customized, tax-aware investment management • Tax planning advice • Insurance and risk management assessments • Estate planning recommendations • Strategic philanthropic gifting strategies • College planning, and more Are you prepared to secure your financial future? I invite you to explore the unique offerings of Prepared Financial Planning LLC at my website: https://www.preparedfp.com My commitment is to ease your financial burden and provide you with peace of mind. Let's embark on this exciting journey together, ensuring a brighter financial future for you and your family!

Peter Kult is a CFP® with 25 years of industry experience. He has been the sole advisor at Kult Wealth Management Group, LLC since 2003. Kult Wealth Management Group provides personalized wealth and investment management primarily to individual and high-net-worth clients. The firm employs a strategic asset-allocation framework tailored to client goals, tax situations, and risk tolerance, combining passive ETFs and actively managed mutual funds, with services that include income tax and cash-flow planning alongside investment management.