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.

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.

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.

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.

Thomas Carroll is a CFA® charterholder with 30 years of industry experience. He has been with Summit Investment Management, Ltd. since 2012. Outside of his advisory work, he is a member of Southeast Wisconsin Process, LLC, a process serving business. Summit Investment Management provides discretionary asset management and related advisory services to a variety of clients including individuals, retirement plans, foundations, and charitable organizations. The firm’s investment approach centers on macroeconomic factors and combines proprietary equity strategies with mutual funds, ETFs, and individual bonds to tailor portfolios to client objectives and risk tolerances.

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.

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 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.

Phillip Sparks is a ChFC®-designated financial advisor with Morgan Kenwood Advisors, LLC, where he has worked since 2008. He has 18 years of industry experience and holds a Series 66 license. 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 combines fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk profiles, and maintains ongoing monitoring with quarterly reviews.

Rachel Conroy is a financial advisor at Archway Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process, utilizing mutual funds, ETFs, and third-party independent managers, and manages approximately $313 million in assets across 200 client relationships.

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.

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.

Ronald Chandler is a financial advisor at Summit Investment Management, Ltd. in Greenfield, WI, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Summit Investment Management since 2012. Summit Investment Management provides discretionary asset management and advisory services to individuals, retirement plans, foundations, trusts, and other entities. The firm’s investment approach emphasizes macroeconomic factors and combines proprietary equity strategies with mutual funds, ETFs, and bonds to create portfolios tailored to client objectives and risk tolerances.

Brandon Boyer is a financial advisor at Alongside, LLC based in New Berlin, WI. He holds a Series 65 designation and has recent experience at Keil Financial Partners. Prior to entering the financial industry, he worked in education and retail. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm uses a disciplined, model-based investment approach with oversight of third-party managers and offers fractional family-office services.