William Niewoehner is the sole advisor at WHN Investor Services, Inc., an independent firm based in Brookfield, WI. He holds a Series 63 designation and has 25 years of industry experience. Niewoehner has been with WHN Investor Services since 1981. WHN Investor Services provides discretionary investment management to high-net-worth individuals and institutional consulting to corporate retirement plans. The firm emphasizes customized portfolios primarily composed of large-cap, dividend-paying stocks, supplemented by U.S. Treasuries and high-quality corporate bonds, and offers pension consulting and manager-search services that are uncommon among small independent advisers.

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

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.

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.

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

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.

Pamela Evason is a CFA® charterholder with 15 years of industry experience. She has been with Windermere Wealth Advisors, LLC since 2012. Windermere Wealth Advisors serves individual and high-net-worth clients as well as select business entities, providing investment supervisory services alongside financial planning, consulting, and educational offerings. The firm employs a tailored Investment Policy Statement for each client and uses a fundamental, top-down security selection process based on a documented Five-Factor macro analysis.

Valentina Shehu is a financial advisor at Financial Strategies, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked at the University of Wisconsin - Whitewater and held positions with Pick N Save and the Oak Creek School District. Financial Strategies, Inc. provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs asset-allocation models and fundamental analysis with a long-term purchase orientation, managing approximately $150 million in assets across about 200 client relationships.

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.

Jason Behr is a financial advisor at Morgan-Aly Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he serves as Treasurer for the nonprofit Early Music Now and as a trustee for Luther Memorial Chapel. Morgan-Aly Wealth Management serves individual clients, including both high-net-worth and non-high-net-worth households, as well as select small corporations. The firm employs proprietary model strategies and an Intrinsic Value Formula for discretionary asset management, focusing on individual stocks, fixed income, ETFs, and occasionally insurance annuities.

Kevin Ellis is a CFP®-certified financial advisor with 24 years of industry experience. He is affiliated with Envision Financial LLC in Brookfield, WI, where he has worked since 2001, including a brief tenure at Thrivent Advisor Network, LLC from 2020 to 2021. His background includes nearly two decades at Kyle Financial Services prior to joining Envision Financial. Envision Financial LLC serves primarily high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans, focusing on clients with at least $1 million in marketable assets. The firm employs a disciplined asset allocation approach supported by proprietary cash-flow Monte Carlo modeling and offers services including investment advisory, financial planning, tax, estate planning, and trust administration.

Patricia Kiefer is a CFP® with 34 years of industry experience, currently serving at Review Services, Inc. since 1991. She holds a Series 63 license and also works as an independent insurance agent. Review Services, Inc. advises individual clients—including high-net-worth and non-HNW households—as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm combines consultative financial planning with non-discretionary asset management, emphasizing a long-term buy-and-hold investment approach using mutual funds and ETFs.

James Cantrell is a CFP® with over 31 years of experience in the financial industry. He has been with Financial Strategies, Inc. since 1991. Financial Strategies, Inc. provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses asset allocation models and fundamental and cyclical analysis with a long-term purchase orientation to manage approximately $150 million in assets across about 200 client relationships.

Jason Visner is an Investment Adviser Representative at Brook Capital with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Western International Securities, Inc. and First Allied Securities, Inc. Since 2012, he has volunteered as an educator at St. Leonard Parish. Brook Capital serves individual clients in the U.S. and abroad, as well as trusts, charitable organizations, and retirement plans. The firm employs a blend of actively managed and longer-term portfolio strategies and provides services including portfolio management, financial planning, 401(k) advisory, and federal benefits counseling through an affiliated entity.

Joshua Palleon is a CFA® charterholder with 27 years of industry experience. He is currently an advisor at Envision Financial LLC and has held positions at BMO Harris Financial Advisors and BMO Wealth Management. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, and family trusts. The firm focuses on asset allocation using proprietary cash-flow Monte Carlo modeling and offers comprehensive services including investment advisory, financial planning, tax, estate planning, and trust administration.

Ryan Stelzer is a financial advisor with Hohensee Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Abacus Investments since 2005 and previously at Peoples Bank from 2004 to 2017. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, focusing primarily on retail clients rather than high-net-worth households. The firm offers tailored discretionary investment management and limited-scope hourly planning engagements, utilizing a combination of charting, fundamental, and technical analysis in its strategies.

Donald Mathias is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently the owner and advisor at Real Wealth Advisors LLC in Brookfield, WI, with prior roles at firms including Raymond James Financial Services and Securities America Advisors. Mathias is also engaged in insurance sales as part of his broader professional activities. Real Wealth Advisors LLC is a Wisconsin-registered investment adviser providing non-discretionary financial advisory and project-based consulting to individuals, trusts and estates, pension and profit-sharing plans, and corporate entities. The firm emphasizes personalized planning services such as asset organization, tax-efficiency, retirement and pension analysis, and life insurance planning, delivering recommendations without exercising discretionary trading authority.

Gerald Gambatese is a financial advisor with GTG Wealth Management, LLC in Elm Grove, WI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with GTG Wealth Management since 2003. He is also a 1% owner of Family Life Financial Services of Wisconsin, LLC, which operates in the same office as GTG Wealth Management. GTG Wealth Management provides fee-based wealth counseling and consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on individualized, non-discretionary services delivered primarily on an hourly or fixed-fee basis, with referrals to independent managers for active investment management.

Carrie Ticali is a CFP® and holds a Series 66 license, with 21 years of industry experience. She has been with Review Services, Inc. since 2015. Review Services, Inc. advises individual clients, including high-net-worth and non-HNW households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm combines consultative financial planning with portfolio oversight, generally favoring a long-term buy-and-hold strategy using mutual funds and ETFs, and primarily provides asset management on a non-discretionary basis.