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.

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 CFP® with 34 years of industry experience, currently serving at Review Services, Inc. since 1991. She holds a Series 63 license and also works as an independent insurance agent. 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 non-discretionary asset management, emphasizing a long-term buy-and-hold investment approach using mutual funds and ETFs.

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.

Michael Haubrich is a CFP® with 28 years of industry experience and has been with Financial Service Group Inc since 1979. He is based in Racine, WI, and holds a Series 63 license. Financial Service Group Inc is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm uses a tactical asset-allocation approach primarily through passive/indexed portfolios and selected mutual funds, with a fee model tied to clients’ net worth and income rather than a percentage of assets under management.

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 industry experience. He has been with Summit Investment Management, Ltd. since 2012. Outside the financial industry, he is a member of Southeast Wisconsin Process, LLC, a process serving business. Summit Investment Management provides discretionary asset management and wealth oversight to individuals, retirement plans, foundations, trusts, and charitable organizations. The firm uses a macroeconomic and industry analysis-driven investment approach combined with quantitative equity selection, managing accounts on a discretionary basis tailored to client objectives.

Jason Visner is an Investment Adviser Representative at Brook Capital with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Western International Securities, Inc. and First Allied Securities, Inc. Since 2012, he has volunteered as an educator at St. Leonard Parish. Brook Capital serves individual clients in the U.S. and abroad, as well as trusts, charitable organizations, and retirement plans. The firm employs a blend of actively managed and longer-term portfolio strategies and provides services including portfolio management, financial planning, 401(k) advisory, and federal benefits counseling through an affiliated entity.

Vincent Tortorici is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Financial Service Group Inc since 2019 and previously spent four years at The Vanguard Group, Inc. Financial Service Group, Inc. is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm uses a tactical asset-allocation approach primarily through passive/indexed portfolios and offers services including tax preparation and elder-life planning.

Richard Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. based in Milwaukee, WI, holding Series 63 and Series 65 licenses with 40 years of industry experience. His career includes roles at multiple Uniplan entities since 1984, encompassing investment counsel, consulting, and real estate advisory services. Uniplan Investment Counsel provides portfolio management, sub-advisory, and portfolio-modeling services to both individual investors and institutional sponsors. The firm employs fundamental security analysis and specialized strategies across various asset classes, managing over $1.1 billion in assets with a focus on both discretionary and non-discretionary mandates.

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 industry experience. He is currently an advisor at Envision Financial LLC and has held positions at BMO Harris Financial Advisors and BMO Wealth Management. 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 focuses on asset allocation using proprietary cash-flow Monte Carlo modeling and offers comprehensive services including investment advisory, financial planning, tax, estate planning, and trust administration.

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.

Lee Barczak is a financial advisor at Morgan Kenwood Advisors, LLC with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Kenwood Advisors since 2004. In addition to his advisory role, he serves as president of Morgan Kenwood, Ltd., an insurance agency, and is involved in managing MK1 Realty, LLC. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to clients’ objectives and monitoring accounts regularly.

Tim Konicke is a CFP® with 34 years of experience in the financial industry. He has been with Review Services Inc. since 1988 and is also licensed as an independent insurance agent. Review Services Inc. advises individual clients—including both high-net-worth and non-HNW households—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides consulting and ongoing asset management, combining a consultative planning process with portfolio oversight that generally favors a long-term buy-and-hold approach using mutual funds and ETFs.

Ryan Isherwood is a CFA® charterholder and financial advisor at Significance Capital Management LLC with two years of industry experience. Prior to joining Significance Capital, he worked at Calamos Investments for five years and Timpani Capital Management for eleven years. Outside of advising, he is involved in men's health clinics as an owner and corporate secretary. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients and serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity portfolios using proprietary style research and optimization tools.