Sarah Kopesky is a financial advisor at Coast Advisory LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she is the owner of K2 Financial LLC, a business involved in tax preparation and insurance. 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 range of investment strategies and tools, offers discretionary portfolio management, and may appoint sub-advisors to manage client accounts.

Michael Putterman is a CFP® professional and founder of Dream Bigger Financial, LLC in Milwaukee, WI, with six years of industry experience. He previously worked at Northwestern Mutual and spent five years at Roundys/Kroger. Outside of advising, he offers student loan consultations and provides life and disability insurance services through his licensed insurance agent status. Dream Bigger Financial primarily serves physicians and their families, offering investment management and a range of planning services including student loan strategy, ongoing concierge financial planning, and insurance reviews. The firm utilizes a passive investment approach based on modern portfolio theory and provides specialized support for medical professionals.

Craig Pluta is a financial advisor with Alliance Wealth Management Milwaukee, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Alliance Wealth Management since 2007 and also has experience in insurance and real estate activities. Alliance Wealth Management Milwaukee, Inc. provides non-discretionary financial planning and investment consulting services to individuals and various institutional clients. The firm offers services including income and cash-flow analysis, estate planning, and investment reviews, while leaving investment decisions and trade executions to clients or their chosen brokers.

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.

Jason Behr is a financial advisor with Morgan-Aly Wealth Management, LLC, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at Raymond James Financial Services and TD Ameritrade. Outside of advisory work, Behr serves as Treasurer for the nonprofit Early Music Now and as a trustee for Luther Memorial Chapel. Morgan-Aly Wealth Management advises individual clients, including high-net-worth households, and select small corporations and employer-sponsored retirement plans. The firm uses a proprietary Intrinsic Value formula to guide model-based stock selection combined with bond allocations and ETFs, managing accounts on a discretionary basis.

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 CERTIFIED FINANCIAL PLANNER™ with 35 years of experience at Review Services, Inc., where she has worked since 1991. She holds the Series 63 license and also operates as an independent insurance agent. Review Services, Inc. provides consulting and asset management to individuals and various entity clients, including pension plans, trusts, and charitable organizations. The firm follows a predominantly non-discretionary investment approach centered on long-term buy-and-hold strategies using mutual funds and ETFs, with client accounts monitored through quarterly reporting and as-needed reviews.

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.

Mark Hoffman is a financial advisor with Milborn Advisors, Ltd in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. Prior to joining Milborn Advisors in 2017, he worked for more than a decade at Thrivent Financial and its affiliated investment management companies. He is also an independent licensed insurance agent and occasionally offers insurance products to clients. Milborn Advisors, Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting services. The firm uses long-term trading strategies supported by charting, fundamental and technical analysis, and manages accounts based on documented client goals and risk tolerance.

Thomas Carroll is a CFA® charterholder with 31 years of experience in the financial industry. He has been with Summit Investment Management, Ltd. since 2012. Outside of his advisory role, he is a member of Southeast Wisconsin Process, LLC, a process-serving business. Summit Investment Management provides continuous asset management and wealth management oversight services to individuals, retirement plans, foundations, trusts, and other entities. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, incorporating macroeconomic factors into its allocation decisions.

Jason Visner is an investment advisor with Brook Capital in Brookfield, WI, holding Series 65 and Series 66 licenses and 16 years of industry experience. He has worked at Western International Securities, Inc. since 2018 and previously at First Allied Securities, Inc. from 2010 to 2018. In addition to his advisory work, he volunteers as an educator at St. Leonard Parish and serves as a benefits counselor with Brook Federal Advisors. Brook Capital serves primarily individual clients in the U.S. and internationally, as well as trusts, charitable organizations, and pension plans. The firm employs a mix of actively managed and longer-term portfolio strategies and offers services including portfolio management, financial planning, 401(k) advisory, and federal benefits counseling.

Richard Imperiale is a financial advisor with Uniplan Investment Counsel, Inc., holding Series 63 and Series 65 designations and over 41 years of industry experience. He has worked with various Uniplan entities since 1984 and has been with Uniplan Investment Counsel since 2010. Uniplan Investment Counsel provides advisory, sub-advisory, and portfolio-modeling services to individual and institutional clients, specializing in fundamental security analysis across multiple strategies. The firm is notable for its focus on sub-advisory and model-portfolio services, serving wrap and UMA program sponsors as well as other advisers and pooled investment vehicles.

Emily Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. in Milwaukee, WI, holding a Series 65 designation. She has been with Uniplan Investment Counsel since 2023, with prior experience in healthcare organizations including Children's Wisconsin and Froedtert Hospital. Uniplan Investment Counsel provides investment advisory, sub‑advisory, and portfolio-modeling services to individual and institutional clients. The firm emphasizes fundamental security analysis across various specialized strategies and is notable for its substantial sub‑advisory and model‑portfolio business serving wrap and UMA programs.

Joshua Palleon is a CFA® charterholder with 27 years of experience in the financial services industry. He is currently with Envision Financial LLC and has held prior roles at BMO Wealth Management, BMO Harris Financial Advisors, M&I Investment Management Corp., and Strong Capital Management Inc. 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 emphasizes asset allocation as the principal investment decision and employs proprietary cash-flow Monte Carlo modeling to guide portfolio targets, managing client assets with a focus on ETFs, mutual funds, and various alternative investments.

Lucas Kraft is a CFP® professional with 18 years of industry experience, currently serving at Granite Financial Group. His prior roles include positions at Harbour Investments, Inc. and Cion Securities, LLC. He is involved in community and professional organizations, serving as president elect of the Financial Planning Association of Wisconsin and volunteering as a financial literacy coach. Granite Financial Group offers 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 employs asset allocation and model portfolios through LPL Financial programs and provides client reviews at least quarterly.

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.