Martin Mcdevitt Jr. is the sole advisor at McDevitt & Bird Investment Management Co. with 14 years of industry experience and over 30 years at the firm. Based in Mequon, WI, he manages individual and institutional accounts. McDevitt & Bird Investment Management Co. provides discretionary and non-discretionary investment management for individuals, estates, trusts, corporations, pension, and charitable accounts, managing approximately $8.9 million. The firm employs multiple analytical methods and emphasizes individual securities, maintaining a small, closely supervised practice with institutional-style standards.

Ross Leinweber is a CFA® charterholder and principal of Cedar Road Capital LLC in Whitefish Bay, WI, with four years of industry experience. He has been involved with Cedar Road Capital since 2010 and also manages Cedar Road Realty, a commercial property development and management firm. Cedar Road Capital LLC provides discretionary investment management and financial planning services to a select client base including individuals, high-net-worth clients, foundations, trusts, estates, and certain corporate and charitable organizations. The firm employs a customized, primarily long-term investment approach incorporating multiple analytical methods to construct diversified portfolios managed on a discretionary basis.

Paul Borges is a CFP® and CFA® professional with eight years of experience in the financial industry. He is the sole advisor at Borges Financial, an independent advisory firm based in Brookfield, WI. His prior experience includes roles at Contra Investments LLC, Blend Financial, Inc. dba Origin Financial, Ernst & Young, Nordea, and Copenhagen Business School. Borges Financial provides hourly and ongoing financial planning services to individuals and high-net-worth clients, as well as investment consulting to other financial advisors. The firm emphasizes diversified, buy-and-hold portfolios with a preference for passive investments, incorporates ESG analysis on request, and specializes in advisory-to-advisor consulting rather than discretionary asset management.

David Lake is a financial advisor with Capital Wealth Advisors, Ltd. in West Bend, WI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Capital Wealth Advisors since 2010 and has been involved with RIA Services LLC since 2015. Outside of his advisory roles, he is a member and executive vice president of Black Earth LLC, a real estate investment company. Capital Wealth Advisors, Ltd. provides financial planning, investment management, and consulting services to individuals, trusts, retirement plans, and business entities, as well as sub-advisory services to other financial firms. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and offers ongoing portfolio monitoring and reviews.

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.

Lane Valimont is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Denali Wealth Management, he held roles at Bradley Corporation, Arrowhead High School, and several other organizations. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.

Sophia Bradshaw is a CFP® and holds a Series 66 license, with six years of industry experience. She has worked at Tower View Investment Management & Research LLC since 2020 and spent one year at Robert W. Baird. Prior to her advisory career, she was affiliated with the University of Wisconsin-Madison for four years. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, and pension plans, combining discretionary investment management with financial planning and guidance on stock options, 401(k) plans, and 529 accounts. The firm employs a bottoms-up, long-term investment approach focused on stock- and fund-specific analysis, managing portfolios with model allocations adjusted for tax and household considerations.

Brittany Falkner is a CFP® with nine years of experience in the financial services industry. She is currently with Boardwalk Financial Strategies LLC, where she has worked since 2023. Her prior experience includes roles at Charter Capital Management, Inc., Liberty Financial Group, Inc., and Financial Service Group, Inc. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans, with a focus on long-term, globally diversified portfolios driven by asset allocation and documented risk tolerances. The firm manages approximately $197.6 million across roughly 85 client relationships and employs strategies primarily through mutual funds and ETFs.

Dave Isaacson is a financial advisor at Morgan Dempsey Capital Management LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Morgan Dempsey in 2019, he worked at firms including Schenck Investment Solutions LLC and CliftonLarsonAllen Wealth Advisors, LLC. Since 2025, he has also served as Senior Vice President and Portfolio Manager at a Wisconsin-based trust company. Morgan Dempsey Capital Management provides equity-focused investment and wealth management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a bottom-up, fundamentally driven value approach and offers strategies including Large Cap Value, Enhanced Income, and Micro-Cap, as well as serving as sub-advisor to a Large Cap Value ETF.

Jeffrey Rochon is a financial advisor at Denali Wealth Management, Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Denali Wealth Management since 2011. Outside of his advisory role, he operates Creative NRG LLC, a freelance graphic design business. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, and investment consulting. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.

Mark Wierichs is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with seven years of industry experience. Prior to joining Denali Wealth Management in 2019, he worked at Airgas from 2014 to 2018 and has been affiliated with Arrowhead High School since 2012. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm focuses on a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.

Timothy Banks is a financial advisor with Diversified Capital Wealth Management, LLC in Mequon, WI, holding Series 63 and Series 66 credentials and 43 years of industry experience. His prior work includes 18 years at SII Investments and 8 years at LPL Financial. Diversified Capital Wealth Management provides financial planning, consulting, and asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs both discretionary and non-discretionary management approaches and frequently works with third-party managers, serving a diverse client base that includes high-net-worth individuals and corporations.

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.

Emily Cuadra is a financial advisor at Tower View Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Investment Planners, Inc., Lululemon, and other firms. Outside of her advisory role, she serves as treasurer and board member for the local Wild Youth Wrestling Club and works part-time as a wedding coordinator for The Sports Shed, DBA Brighton Acres. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, and pension plans, focusing on discretionary investment management combined with financial planning and guidance on stock options, 401(k)s, and 529 plans. The firm employs a bottoms-up, long-term investment approach emphasizing stock- and fund-specific analysis and manages approximately $282 million across a small advisory team.

Rhona Vogel is a financial advisor at Vogel Consulting, LLC with 23 years of industry experience. She holds a Series 65 credential and has been involved in her family’s CPA firm, Vogel Consulting Group, S.C., serving as its president since 1993. Vogel Consulting, LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite investment model and provides integrated financial planning, investment advice, and tax preparation.

Anthony Beadell is the principal of Beadell A D Investment Counsel Inc with 38 years of industry experience. He has been with A. D. Beadell Investment Counsel, Inc. since 1975. Beadell A D Investment Counsel Inc provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, nonprofit organizations, and corporations. The firm focuses on conservation of principal and combines fundamental and technical analysis to tailor portfolios that may include equities, fixed income, ETFs, mutual funds, and, when appropriate, option strategies.

David Rosenow is a financial advisor at CWP Private Wealth Management with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HBW RIA Services LLC and Ausdal Financial Partners, Inc. Outside of advisory work, he is an independent insurance agent with experience dating back to 1986. CWP Private Wealth Management provides discretionary investment management, financial planning, and business consulting to professionals in the financial services industry, serving a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, technical, charting, and cyclical analysis across various asset types, and offers sub-adviser services to other advisers.

Raman Ghei is a CFA® charterholder with 25 years of industry experience. He has been with Tower View Investment Management & Research LLC since 1999. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, pension plans, and other clients. The firm employs a bottoms-up, long-term investment approach focused on stock- and fund-specific analysis, combining discretionary portfolio management with financial planning and guidance on retirement and education accounts.

Samuel Verhulst is a financial advisor at Charter Capital Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Vogel Consulting from 2014 to 2017. Charter Capital Management, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm manages approximately $462.2 million on a discretionary basis and employs a strategic, long-term asset allocation framework that combines passive index funds and ETFs with select active managers and individual equities.

Eric Arvold is a financial advisor at Portside Investment Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Riversource Fund Distributors, Inc. Outside of advising, he is a partner in a platform tennis club and a private limousine business. Portside Investment Advisors provides customized investment management and advisory services to individuals and institutional clients. The firm emphasizes asset allocation using exchange-traded funds and employs a research-driven process supported by proprietary and third-party analytics.