Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.

Justus Morgan is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He previously worked for Financial Service Group, Inc. for 22 years before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples, focusing on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm emphasizes a long-term, portfolio-based investment strategy using low-cost, diversified mutual funds and ETFs, and manages approximately $169 million in assets across about 70 clients.

Robert Haggarty III is the sole advisor at RWH Asset Management in Kenosha, WI, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at RWH Asset Management since 2013 and has been affiliated with Penvest Securities Inc, Gateway Technical College, Carthage College, and WGTD 91.1 FM for over two decades. Outside of advising, he serves as an expert witness and teaches economics, sociology, psychology, and ethics at local colleges, in addition to working as a sports commentator for radio and TV. RWH Asset Management offers discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, tailoring portfolio supervision according to client objectives and risk tolerance. The firm employs a combination of fundamental, technical, and fund analysis, utilizing both long- and short-term trading strategies, including margin and option transactions when authorized.

William Kaufmann is a financial advisor at Life's Sanctuary Financial Planning, LLC in Kenosha, WI, holding a Series 65 credential with five years of industry experience. Prior to founding his firm, he worked at Genentech, Inc. for 16 years and served as a Senior Oncology Sales Specialist at Eisai, Inc. outside of his advisory role. Life’s Sanctuary Financial Planning is a registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios primarily composed of equities, mutual funds, ETFs, REITs, limited partnerships, bonds, and occasionally options, with a focus on discretionary management.

Christine Sharratt is a financial advisor at Elevated Private Wealth with a Series 65 designation and three years of industry experience. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and Tax Airfreight. She is also the owner of Elle Wealth Management, LLC, a non-investment-related business. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly reviews and ongoing tax consultation.

Michael Haubrich is a CFP® with 28 years of industry experience and has been with Financial Service Group Inc since 1979. He is based in Racine, WI, and holds the Series 63 designation. Financial Service Group, Inc. serves individual clients across the wealth spectrum, including high-net-worth and non-HNW households, as well as entities such as trusts and pension plans. The firm provides fee-only investment supervision and comprehensive financial planning, using a tactical asset allocation approach primarily with passive/indexing vehicles and offers ancillary services like tax preparation and elder-life planning.

Vincent Tortorici is a CFP® with 11 years of experience in the financial services industry. He has been with Financial Service Group Inc since 2019 and previously worked at The Vanguard Group for four years. Financial Service Group, Inc. serves individual clients across the wealth spectrum, including trusts and pension plans, offering fee-only investment supervision and comprehensive financial planning. The firm employs a mix of fundamental analysis and tactical asset allocation, often using passive/indexing vehicles, and provides ancillary services such as tax preparation and elder-life planning.

Elizabeth Stamatakos is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with A to Z Financial Planning LLC since 2014, where she serves as one of two advisors. A to Z Financial Planning LLC is a fee-only fiduciary firm that provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and tax-qualified plans. The firm manages approximately $49 million in client assets using broadly diversified, globally allocated portfolios with low-cost index funds and ETFs, typically employing buy-and-hold strategies.

Austin Nelson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Toptier Wealth Management since 2018. Prior to joining Toptier, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets and employs model portfolios primarily constructed with mutual funds and ETFs, incorporating fundamental analysis and Modern Portfolio Theory.

Michael Brusko is a financial advisor at Toptier Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Heartland Advisors and ALPS Distributors, Inc. Brusko has been with Toptier Wealth Management since 2018. Toptier Wealth Management serves individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management. The firm manages approximately $176 million in discretionary assets using mutual funds, ETFs, and model portfolios, with a focus on employer-related and business planning services.

Marc Hujik is a financial advisor with Prophet Wealth Management in Kenosha, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Prophet Asset Management since 1999. Outside of advisory work, Hujik is a founder of South Port Bank in Kenosha and owns and manages a vineyard and winery in Oregon. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a quantitative and research-driven approach to portfolio construction and manages discretionary accounts across a small client base.

Thomas Kiernan is a CFP® with nine years of experience in the financial services industry. He is currently with Financial Service Group, Inc. and has held prior roles at Prudential Financial Planning Services, Pruco Securities, LLC, Prudential Insurance Company of America, Allstate Insurance Co, and Northwestern Mutual. Kiernan serves as President of the Hales Corners Library Board. Financial Service Group, Inc. serves individual clients across the wealth spectrum as well as trusts and pension plans. The firm provides fee-only financial planning and investment supervision, using a tactical asset allocation approach that often incorporates passive/indexed vehicles and ongoing portfolio monitoring.

William Tiedt is a financial advisor at A to Z Financial Planning LLC in Oak Creek, WI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at A to Z Financial Planning since 2020 and previously held roles at PNC Bank and Centurion Investment Management LLC. A to Z Financial Planning LLC is a fee-only fiduciary firm serving individuals, trusts, estates, small businesses, and tax-qualified plans with approximately $49 million in assets under management. The firm employs broadly diversified, globally allocated portfolios using low-cost index funds and ETFs, and manages accounts on a discretionary basis with quarterly reviews.

Carilu Robinson is a financial advisor at Prophet Wealth Management in Kenosha, WI, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Corporate Health Partners and Nutrition Peace. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of quantitative optimization and traditional research to manage diversified portfolios across more than 240 client relationships.

Sarah Kopesky is a financial advisor with Breakthru Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms, including Woodbury Financial Services and Coast Advisory LLC. Outside of advising, she owns K2 Financial, LLC, which provides tax preparation and insurance services. Breakthru Advisory Services serves individuals, high-net-worth clients, trusts, and estates, offering asset management, portfolio management, and financial planning. The firm employs tailored investment strategies, conducts regular account reviews, and manages approximately $210 million in discretionary assets for about 500 clients.

Arthur Rothschild is a CFP® with 34 years of industry experience and has been with Landaas & Company since 1992. He is based in Racine, WI, and holds a Series 63 license. In addition to his advisory role, Mr. Rothschild is a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to clients of Landaas & Company. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, and combines investment advisory, broker-dealer, and insurance services within its multi-team structure.

Edward Burnett is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has been with Coordinated Capital Securities since 2009. Outside of his advisory role, Burnett is involved with The Schaeffer Group LLC, where he sells and services fixed insurance products, including equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and third-party manager referrals, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Gregory Schaeffer is a financial advisor at Coordinated Capital Securities, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with firms including Equity Services, Inc., National Life of Vermont, and Norma Merz & Associates. Outside of advisory work, he serves as an independent insurance agent and is an annual co-speaker at a local school district event. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional advisory programs, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Mark Salerno is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Lupo Futures LLC and WSP Commodity Trading. Outside of advising, Salerno is an independent insurance agent with The Schaeffer Group, LLC, focusing on life, fixed, and equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs delivered by independent Financial Professionals and employs strategies including equities, fixed income, mutual funds, and ETFs.

Bradly Potter is a financial advisor at Coordinated Capital Securities, Inc. in Kenosha, WI, holding a Series 66 designation with nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he worked at Hoppe & Orendorff SC for 25 years. Outside of his advisory role, Potter is the owner of Future State Financial Services LLC, which provides accounting and tax preparation services, and serves as treasurer for Piasecki Funeral Home, Inc. Coordinated Capital Securities offers investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm employs independent Financial Professionals who manage accounts on discretionary or non-discretionary bases and provides a range of investment strategies including equities, fixed income, mutual funds, and ETFs.