Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Nicholas Henning is a financial advisor with Elevated Private Wealth in Hartland, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management and the U.S. Department of Veterans Affairs. He is also involved in insurance sales and operates an investment-related advisory business through Big Paw Advisory, LLC. Elevated Private Wealth offers 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 account reviews and ongoing tax consultation.

Christine Sharratt is a Series 65 licensed advisor with Elevated Private Wealth in Hartland, WI, and has three years of experience in the financial industry. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and had a background in tax airfreight. Outside of her advisory role, she owns and operates Elle Wealth Management, LLC. Elevated Private Wealth provides investment advisory services to individuals and high net worth clients, offering tailored portfolio management and asset allocation strategies through discretionary and non-discretionary arrangements. The firm utilizes multiple investment methods and operates managed account programs with a focus on risk management and client-specific restrictions.

Jacob Mayer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Cushing Capital Partners, LLC since 2021, following five years at Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. Mayer is a partner in entities involved in managing private real estate and business assets. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering investment and wealth management, financial planning, and fiduciary services. The firm’s approach emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies, and it supports multi-platform access and independent manager oversight.

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.

William Warnke is a CFA® charterholder with 37 years of industry experience. He has been with Pavlic Investment Advisors, Inc. since 2026, following a 33-year tenure at Warnke/Nichols Ltd. Pavlic Investment Advisors is an independent registered investment adviser serving individuals, high-net-worth households, trusts, estates, charitable organizations, corporations, and pension plans. The firm emphasizes prudent management of directly held stock and bond securities alongside tax-optimization planning, implementing a buy-and-hold, diversified approach tailored to each client’s goals, time horizon, and risk tolerance.

Timothy Stasinoulias is a financial advisor with Aegis Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Aegis Wealth Advisors since 2005 and previously at Intervest International, Inc. He also engages in prepaid legal services, providing marketing and sales support to companies and individuals. Aegis Wealth Advisors offers discretionary portfolio management and financial planning to individual and institutional clients, focusing on retirement planning, estate matters, college funding, and cash flow. The firm follows an academically based, long-term investment approach emphasizing broad diversification and strategic asset allocation, primarily utilizing institutional mutual funds.

Jonathan Thompson is a financial advisor at Cushing Capital Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MLG Capital and SARA Investment Real Estate. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals and plan sponsors, providing investment and wealth management, financial planning, and fiduciary services. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using both active and passive strategies and offers multi-platform access to managed account programs and independent manager solutions.

William Baxter is a financial advisor at Paladin Partners in Hartland, WI, holding CFP® and ChFC® designations with 22 years of industry experience. He has been with Paladin Partners since 2009. Outside of his advisory role, he serves as an instructor with Kaplan/Dearborn. Paladin Partners serves individual clients, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing multiple analysis methods and favoring familiar third-party managers, while also dedicating a portion of its consulting to business planning and related services.

Richard Schiller is a CFA® charterholder with 10 years of industry experience and is currently an advisor at Pavlic Investment Advisors, Inc. He previously worked at Duff & Phelps Investment Management LLC and Robert W. Baird. Schiller serves as a board member of the Rogers Behavior Health Foundation. Pavlic Investment Advisors is an independent registered investment adviser serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm emphasizes prudent management of directly held securities and tax-optimization, following a buy-and-hold, diversified investment approach tailored to clients’ goals and risk tolerance.

Bryan Douglas is a financial advisor with Aegis Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including bookkeeper and sales roles across several companies. Outside of advising, he is involved in a clothing decorating business where he manages bookkeeping tasks. Aegis Wealth Advisors provides discretionary portfolio management and financial planning services to individual and institutional clients, focusing on retirement, estate, and college funding planning. The firm employs a long-term, academically based investment approach centered on broad diversification and strategic asset allocation using primarily institutional mutual funds.

Matthew Ottusch is a CFP® professional with 37 years of industry experience. He is currently with Cushing Capital Partners, LLC, where he has worked since 2021. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he oversees farm operations for two agricultural businesses located in Wisconsin. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering comprehensive investment and wealth management, financial planning, and consulting services. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a mix of active and passive strategies, and it employs both discretionary and non-discretionary portfolio management with access to multiple managed account platforms and independent manager oversight.

Colbey Grisar is a financial advisor at Boardwalk Financial Strategies LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Welmmark BCBS, the City of Waukesha, and Drake University. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm emphasizes long-term, globally diversified portfolios using asset allocation and risk tolerance assessments, managing approximately $197.6 million across about 85 client relationships.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

Kristopher Sharpe is a financial advisor at Behl Wealth Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Vizance and Woodbury Financial Services Inc. Outside of his advisory role, he is the owner and president of Sharpe Home Improvement LLC, a management and contracting business. Behl Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a primarily passive investment approach using index funds and ETFs, complemented by fundamental analysis, and integrates tax return preparation into its service offerings.

Todd Drangstveit is a financial advisor at Elevated Private Wealth in Hartland, WI, holding a Series 65 designation with five years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management for four years and held roles at Potawatomi Hotel and Casino and Software One. He is the owner of several non-investment-related businesses, including Purpose Portfolio Management, LLC, Augustiner Acres, LLC, and Karsten Wealth, LLC. 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 centered on asset allocation, dollar-cost averaging, and a mix of short- and long-term strategies, supported by regular account reviews and ongoing tax consultation.

Megan Prochniak is a CFP® with 16 years of industry experience and has been with Paladin Partners since 2009. She holds a Series 66 license and is based in Hartland, WI. Outside of her advisory work, she is a 50% owner of a commercial rental real estate business in Hartland. Paladin Partners serves individual clients, including high-net-worth individuals, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides comprehensive financial planning and portfolio management with a focus on discretionary account management and customized investment strategies.