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.

Dalton Weyandt is a financial advisor at Brook Capital with a Series 65 credential and four years of industry experience. His prior work includes roles at Express Towing, Menards, and Blain's Farm and Fleet. Brook Capital serves individual clients in the U.S. and internationally, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm employs a range of strategies from actively managed dynamic portfolios to longer-term growth and fixed-income portfolios, managing accounts on discretionary and non-discretionary bases.

Andrew Parey is a financial advisor at Envision Financial LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Envision Financial, he held positions at American Tack & Hardware, U.S. Bank, and Quandt, Berndt, & Company LLC. He studied at the University of Wisconsin-Madison from 2020 to 2024. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and retirement plans with at least $1,000,000 in marketable assets. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to manage portfolios primarily through ETFs and institutional mutual funds, while also offering tax and trust administration services.

Tim Konicke is a CFP® professional with 35 years of experience in the financial industry. He has been with Review Services Inc. since 1988. In addition to his advisory role, he is also an independent insurance agent. Review Services Inc. provides consulting and asset management to individuals and various entities, including pension plans, trusts, and charitable organizations. The firm emphasizes a non-discretionary investment approach using fundamental and technical analysis, with a long-term buy-and-hold strategy.

Candice Genrich is a financial advisor at Breakthru Advisory Services, LLC with a Series 65 credential and experience spanning roles in mortgage lending and banking since 2016. She joined Breakthru Strategies, Inc. in 2024 after working at Omni Home Lending, Guild Mortgage, and Citizens Bank. Breakthru Advisory Services provides asset management and financial planning to individuals, trusts, estates, and high-net-worth families, offering discretionary portfolio management, investment oversight, and financial consulting tailored to client goals and risk tolerance.

Austin Nelson is a CFP® professional with 10 years of experience in financial advising. He has worked at Toptier Wealth Management since 2018 and previously spent two years with Cambridge Investment Research Advisors, Inc. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets primarily through mutual funds and ETFs, utilizing fundamental analysis and Modern Portfolio Theory, and offers specialized employer-related and business planning services.

Michael Brusko is a financial advisor at Toptier Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Heartland Advisors and ALPS Distributors, Inc. Brusko has been with Toptier Wealth Management since 2018. Toptier Wealth Management serves individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management. The firm manages approximately $176 million in discretionary assets using mutual funds, ETFs, and model portfolios, with a focus on employer-related and business planning services.

Ramu Ramiah is an investment advisor at Brook Capital with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at First Allied Securities, Inc. and Western International Securities, Inc. Outside of his advisory role, he serves as a trustee for multiple nonprofit organizations and is a benefits counselor with Brook Federal Advisors. Brook Capital primarily serves individual clients, trusts, charitable organizations, and pension and profit-sharing plans, offering portfolio management, financial planning, and federal benefits counseling. The firm employs a mix of actively managed and index-based investment strategies and manages accounts on both discretionary and non-discretionary bases.

John Sanders is a financial advisor at Real Wealth Advisors LLC with a Series 65 designation and nine years of prior experience at Sanders & Waldvogel, S.C. He has been with Real Wealth Advisors LLC and affiliated entities since 2025. Real Wealth Advisors provides non-discretionary financial advisory and project-based consulting services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm offers personalized recommendations based on fundamental, technical, and cyclical analysis and does not manage or custody client assets, typically charging one-time flat or hourly fees.

Rachel Conroy is a financial advisor at Archway Wealth Management, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2015 to 2023. Archway Wealth Management, LLC manages approximately $346 million in client assets and offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes diversified allocations across multiple asset classes with tailored portfolios monitored and rebalanced regularly.

James Hayett is a financial advisor at Morgan-Aly Wealth Management, LLC in Waukesha, WI, holding Series 63 and Series 65 registrations with 44 years of industry experience. He has been with Morgan-Aly Wealth Management since 2014 and has prior experience at Raymond James Financial Services, Next Financial Group, OSAIC Services, and Sentra Securities. Morgan-Aly Wealth Management serves individual clients, including high-net-worth households, as well as small corporations and employer-sponsored retirement plans. The firm uses model-based strategies with a proprietary Intrinsic Value formula to manage discretionary accounts, combining individual stocks, bonds, and ETFs tailored to clients' risk tolerance.

Jaydon Wargin is a financial advisor at Liberty Financial Group, Inc. and holds a Series 65 designation. He has seven years of experience with Liberty Financial Group and prior roles including positions at Veolia, Milwaukee Area Technical College, the University of Wisconsin-Milwaukee, and Milwaukee County Parks. Liberty Financial Group serves individuals, trusts, estates, charitable organizations, and small businesses through a two-advisor practice offering investment management, financial planning, consultation, and tax preparation services. The firm employs a conservative, long-term investment approach with strategic asset allocation utilizing both active and passive managers and integrates tax preparation and specialized financial analyses into its advisory work.

Anthony Meier is a financial advisor with Granite Financial Group based in Brookfield, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Granite Financial Group, Meier worked at LPL Financial LLC and has a background that includes roles outside the financial services industry. Granite Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $186.2 million in discretionary assets and offers a range of investment solutions through LPL Financial programs, along with limited-scope ERISA 3(21) fiduciary services for qualified retirement plans.

Hannah Chavez is a financial advisor at Financial Strategies, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Financial Strategies, Inc. since 2017. Prior to her advisory career, she held positions at The Tranel Financial Group, Starbucks, and Carthage College. Financial Strategies, Inc. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm employs asset-allocation models and fundamental and cyclical analysis with a long-term purchase orientation, managing approximately $150 million in assets across about 200 client relationships.

Zachary Dujmic is a financial advisor at Financial Strategies, Inc. with one year of industry experience. He holds the Series 65 designation and has prior experience at Wisconsin Capital Management and the University of Wisconsin - Madison. Financial Strategies, Inc. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm employs asset-allocation models and fundamental analysis with a long-term purchase orientation across approximately $150 million in assets under management.

Timothy Gambatese is a financial advisor at GTG Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities and Anchor Sage Advisors. In addition to his advisory role, he is a licensed insurance agent involved in the sale of various insurance products. 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 advisory services primarily delivered on an hourly or fixed-fee basis and may refer clients to independent managers for active investment management.

Daena Ramiah is a financial advisor at Brook Capital in Brookfield, WI, with 10 years of industry experience. She holds Series 63, 65, and 66 designations and previously worked at Western International Securities, Inc. and First Allied Securities, Inc. Ramiah is also a co-owner of Trillium Ventures LLC, a real estate holding company. Brook Capital serves individual clients in the U.S. and internationally, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm employs a mix of actively managed dynamic portfolios and longer-term static growth and fixed-income strategies, with account management on both discretionary and non-discretionary bases.

Michael Wesolowski is a financial advisor with Liberty Financial Group, Inc. in Elm Grove, WI, holding Series 65 and Series 66 registrations and two years of industry experience. His prior roles include positions at Voyager Capital Management, LLC, and Raymond James Financial Services. Liberty Financial Group serves individuals, trusts, estates, charitable organizations, and small businesses through a two-advisor practice managing approximately 238 client accounts. The firm follows a conservative, long-term investment approach emphasizing strategic asset allocation with a combination of active and passive managers, integrating tax preparation and specialized financial analyses into its advisory services.