John Bleidorn is a financial advisor and CPA based in Milwaukee, WI, with 16 years of industry experience. He is the sole advisor at Bleidorn Tax & Investment Services, LLC, where he has worked since 2009. In addition to his investment advisory role, he provides tax preparation and consulting services through his separate CPA practice. Bleidorn Tax & Investment Services offers investment management and tax consulting to individual clients, managing approximately $8 million in assets. The firm combines discretionary portfolio management with tax planning and preparation, integrating both disciplines in a manner uncommon among independent advisory firms.

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.

Eric Korbitz is the principal of Korbitz Financial Planning LLC in Milwaukee, WI, holding the CFP® designation with 17 years of industry experience. He also owns an accounting firm specializing in tax preparation and tax planning, which operates as a division of his financial planning practice. Korbitz Financial Planning LLC provides fee-only financial planning, investment consultation, and tax and accounting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm integrates advisory and accounting capabilities, offering customized portfolios that generally apply Modern Portfolio Theory using cost-efficient index funds or ETFs, primarily on a consultative basis without continuous discretionary management.

Kevin Chapman is the sole advisor at Crossover Capital Trading LLC in Germantown, WI. He holds Series 63 and Series 65 licenses and has 13 years of self-employed experience, with one year specifically at his current firm. Crossover Capital Trading LLC provides discretionary portfolio management for individual clients using a proprietary price-momentum model to trade exchange-traded funds, including leveraged and inverse ETFs. The firm focuses on price-based signals with short holding periods and aims to limit market exposure while managing accounts daily without taking custody of client assets.

Rebekah Allison is a CFP® professional with 21 years of industry experience. She has been the sole advisor at Allison & Company Financial Counselors, LLC since 2004. The firm provides discretionary investment management, comprehensive financial planning, and project-based advisory services to a diverse client base including individuals, trusts, charitable organizations, pension and profit-sharing plans, and institutional entities. Its investment approach incorporates fundamental, technical, and cyclical analysis, utilizing a range of securities and occasionally third-party managers selected from a limited pool.

Hello! My name is Andrew Ish and I’m a fee-only financial planner and investment advisor based in Milwaukee, Wisconsin. I earned a Master Degree in Accounting and also am a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). Inspired by my background as an Eagle Scout, my firm's name and culture embraces the timeless motto of ‘Be Prepared’. This guiding principle ensures that every aspect of your financial life is diligently protected as we navigate you towards financial freedom. Think of my firm, Prepared Financial Planning LLC, as your personal Chief Financial Officer (CFO), dedicated to providing you with expert guidance across all aspects of your financial journey. Our comprehensive suite of services includes: • Comprehensive retirement planning • Customized, tax-aware investment management • Tax planning advice • Insurance and risk management assessments • Estate planning recommendations • Strategic philanthropic gifting strategies • College planning, and more Are you prepared to secure your financial future? I invite you to explore the unique offerings of Prepared Financial Planning LLC at my website: https://www.preparedfp.com My commitment is to ease your financial burden and provide you with peace of mind. Let's embark on this exciting journey together, ensuring a brighter financial future for you and your family!

Peter Kult is a CFP® professional with 26 years of industry experience. He has led Kult Wealth Management Group, LLC since 2003. The firm offers personalized wealth management primarily to individual and high-net-worth clients, combining investment management with income tax and cash-flow planning. Kult Wealth Management Group manages approximately $135 million for 69 clients, employing a strategic asset allocation process tailored to client goals, timelines, tax situations, and risk tolerances through a mix of passively-managed ETFs and actively-managed mutual funds.

Matthew Dunham is a financial advisor at Dream Lake Financial LLC in Saukville, WI, with four years of industry experience. He holds a Series 65 designation and previously worked at Affiliated Financial Advisors, Inc., BDO USA, LLP, and the Milwaukee Fire Department. Dunham is also the owner of Dream Lake Tax and Accounting, dedicating part of his time to this tax and accounting business. Dream Lake Financial LLC provides investment management, financial planning, and tax preparation services to individuals, charitable organizations, and corporations. The firm employs an investment approach based on modern portfolio theory, using fundamental analysis and a mix of passive vehicles, and offers both discretionary and non-discretionary strategies alongside comprehensive financial planning and in-house tax services.

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.

Michael Putterman is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Dream Bigger Financial, LLC in Milwaukee, WI. Prior to founding his firm in 2022, he worked at Northwestern Mutual for two years and has experience in other sectors dating back to 2014. In addition to financial advising, he offers student loan consultation services and is a licensed insurance agent providing disability and life insurance reviews. Dream Bigger Financial primarily serves physicians and their families, offering investment management alongside financial planning and educational services. The firm employs a passive investment approach based on modern portfolio theory and provides ongoing concierge financial planning with an emphasis on specialized student loan and insurance support tailored to medical professionals.

Paul Borges is a CFP® and CFA® charterholder with eight years of industry experience. He is the principal of Borges Financial, an independent advisory firm based in Brookfield, WI. His prior experience includes roles at Contra Investments LLC, Blend Financial, Inc., Ernst & Young, and Nordea, as well as a two-year period at Copenhagen Business School. Borges Financial provides financial planning services to individuals and high-net-worth clients and offers investment consulting to other financial advisors. The firm emphasizes diversified, long-term portfolios based on Modern Portfolio Theory, generally favoring passive investments while allowing active allocations in select cases, and incorporates ESG considerations upon request.

Jack Thayer is a financial advisor with Aurea Investments LLC in Milwaukee, WI. He holds a Series 65 designation and has one year of industry experience. Prior to founding Aurea, he worked in various roles including business analyst and financial services positions. Outside of advisory work, he is the founder and principal of Verisight Analytics, a healthcare analytics software company, and also serves as a business analyst for Brookdale Senior Living. Aurea Investments LLC provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm employs a disciplined investment process combining fundamental analysis, macroeconomic review, and quantitative screening to construct diversified portfolios using ETFs, mutual funds, equities, and investment-grade fixed income.

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.

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.

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.

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.