Nkozi Knight is a financial advisor with Thrivent Investment Management in Germantown, WI, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Thrivent, Knight worked at Northwestern Mutual Investment Services and U.S. Bank. Outside of advising, Knight owns multiple businesses including GreenHomeHub, a cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media enterprise, and serves on the boards of the Marquette University Alumni Association and Greater Galilee Community Development Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary portfolio management, and allows clients to integrate planning with managed-account services through its WealthPlan option.

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

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.

Luke La Manna is a CFA® charterholder and founder of Founder360° Family Office with one year of experience in the financial advisory industry. His prior work includes five years at Cottage Row Partners and two years at Reinhart Partners, Inc., alongside nearly a decade at Lakeshore Family Dentistry. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family-office services, discretionary investment management, personal financial planning, and a proprietary business diagnostic software platform, combining portfolio management with enterprise value analysis and tax-aware financial planning.

Janet Kratz is the sole advisor at Janco Wealth Management in Milwaukee, WI, with 18 years of industry experience. She has been with Janco Investment Counsel since 1985. Janco Wealth Management serves individual and trust clients, providing investment advisory and portfolio management services with a focus on fundamental and cyclical analysis. The firm manages approximately $42.5 million, primarily on a non-discretionary basis, and offers customized asset management along with financial planning tools.

Brian Clarke is a CFP® professional with 21 years of industry experience. He is the principal of Clarke Financial Counsel, LLC, an independent advisory firm he has led since 2023. Prior to that, he worked for eight years at Financial Strategies, Incorporated, where he continues to provide advisory services to clients separate from his current firm. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients through comprehensive, project-based engagements. The firm focuses on areas such as retirement and estate planning, tax planning, college savings, and business-owner consulting, delivering written financial plans without managing client assets or charging percentage-based fees.

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 Green is a financial advisor at Premium Alpha Capital, LLC with one year of industry experience and holds a Series 65 credential. Before his current role, he has worked in various positions, including as a performance coach and marketing specialist at BRX Performance, a sports training facility. Premium Alpha Capital serves individual investors such as retirees and professionals by providing customized investment management focused on income, growth, and downside risk management. The firm employs ETFs, index funds, and options strategies with a combination of technical, fundamental, and macroeconomic analysis to tailor portfolios to clients’ goals and risk tolerances.

Frederick Sitzberger is a financial advisor at Bultman Investment Management, Inc. in Brookfield, WI, holding Series 65 and Series 66 registrations with 25 years of industry experience. He previously worked at Sitzberger & Company, S.C. for nearly three decades before joining Bultman Investment Management in 2013. Outside of his advisory role, he owns a commercial real estate building in Brookfield. Bultman Investment Management provides continuous portfolio management for individual, high-net-worth, and institutional clients, utilizing equity no-load mutual funds, ETFs, and fixed-income securities. The firm offers both discretionary and nondiscretionary management, employs fundamental, technical, and cyclical analysis, and serves as a sub-adviser to other investment advisers.

Clarence Christiansen is the sole advisor at Christiansen Asset Management LLC in Mequon, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Christiansen Asset Management since 1997. Outside of his advisory role, he is also an independent health insurance agent. Christiansen Asset Management provides fee-based investment advisory and custom portfolio management services for individuals, couples, retirees, professionals, and retirement accounts. The firm focuses on publicly traded securities and employs a combination of charting, fundamental, technical, and cyclical analysis with a generally long-term investment approach.

Michael Scalise is a CFA® charterholder and Series 63 licensee with 12 years of experience in financial advising. He has served as the principal advisor at Summit Financial Management LLC since 2016 and previously worked at Legacy Wealth Management LLC for two years. Summit Financial Management LLC provides financial planning, investment consultation, portfolio management, and corporate advisory services to individuals, charitable organizations, foundations, small businesses, and corporations. The firm employs a tactical asset-allocation, core-and-satellite investment approach utilizing ETFs as the core and actively managed funds, individual securities, structured notes, and fixed income as satellites, with portfolios reviewed regularly.

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.

Craig Gonn is a financial advisor with Vision Financial Services LLC in Grafton, WI, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His career includes roles at Bartlein Barrels and Harbour Investments, Inc. He also provides consultation on a wide variety of financial decisions through a separate consulting activity. Vision Financial Services LLC serves individual investors, small businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts by offering portfolio management, financial consultation, and third-party money manager recommendations. The firm typically tailors portfolios using client interviews and modern portfolio theory and manages most accounts on a non-discretionary basis.

Diane Esser is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at Direction Financial Management, LLC since 2012. Her background includes integrating financial planning with tax services through her CPA credential and affiliation with an in-house tax practice. Direction Financial Management is an independent, fee-only firm serving individuals, families, trusts, retirees, professionals, and small business owners. The firm provides consultative financial planning and investment advice based on a long-term, passive approach using Modern Portfolio Theory and broad index fund exposure, focusing largely on non-securities planning areas such as tax, estate, and risk management.

Jennifer Hipkiss is a CFP® professional with 11 years of industry experience, currently serving at FiduciaOne since 2023. Her prior experience includes roles at Tax Management, Harbour Investments, Thrivent Investment Management, and her own firm, Hipkiss Financial. She serves as a volunteer Board of Director for Adeline Montessori School. FiduciaOne works with individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, providing discretionary portfolio management, retirement plan consulting, and comprehensive financial planning. The firm’s investment process integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, and its team includes licensed insurance agents and Enrolled Agents to offer a combination of advisory and insurance services.

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.

Patrick Lotzer is the principal of Lotzer & Co., Inc. in Bayside, Wisconsin, holding a Series 65 credential with 30 years of industry experience. He has been with Lotzer & Co., Inc. since its founding in 1995. Lotzer & Co., Inc. provides personalized investment management and financial planning services to individuals, institutional clients, and non-profit organizations. The firm employs a strategic asset allocation with a core-and-satellite approach, combining direct equity selections with no-load mutual funds and ETFs, and manages accounts on a discretionary basis with regular reviews.