Kurt Mueller is a CFP® with 25 years of industry experience and has been the sole advisor at Family Investment Planning, LLC since 2010. He holds Series 63 and Series 65 licenses and operates out of Elm Grove, WI. Family Investment Planning, LLC provides financial planning, investment consultation, and non-discretionary supervisory services to individuals, trusts, foundations, charities, pension and profit-sharing plans, and businesses. The firm uses a Core + Satellite investment approach focused on passive core holdings combined with select active managers and emphasizes consultation and broader financial planning, operating under a fee-only billing model based on hourly or fixed fees.

Patrick Lotzer is the principal of Lotzer & Co., Inc. in Bayside, Wisconsin, holding a Series 65 credential with 30 years of industry experience. He has been with Lotzer & Co., Inc. since its founding in 1995. Lotzer & Co., Inc. provides personalized investment management and financial planning services to individuals, institutional clients, and non-profit organizations. The firm employs a strategic asset allocation with a core-and-satellite approach, combining direct equity selections with no-load mutual funds and ETFs, and manages accounts on a discretionary basis with regular reviews.

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.

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.

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® credentialed financial advisor with nine years of industry experience. He is the principal of Borges Financial, an independent advisory firm based in Brookfield, WI. His prior work includes roles at Contra Investments LLC, Blend Financial (Origin Financial), Ernst & Young, Nordea, Ameriprise, and Edward Jones. Borges Financial is a fee-only advisory firm that provides hourly and ongoing financial planning services to individuals and high-net-worth clients, as well as investment consulting to other advisors. The firm focuses on diversified, buy-and-hold portfolios primarily using passive investment vehicles and offers advisory-to-advisor consulting, including model portfolio construction and portfolio analytics, without managing client assets.

Jack Thayer is a Series 65-registered advisor with Aurea Investments LLC in Milwaukee, WI, and has one year of industry experience. Prior to founding his advisory firm, he held roles at Senior Management Inc and Verisight Analytics. Outside of his advisory work, he is a founder and principal of Verisight Analytics, a healthcare analytics software company, and also serves as a business analyst for Brookdale Senior Living, providing data analysis and reporting support in senior living services. Aurea Investments LLC offers 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 primarily using ETFs, mutual funds, equities, and investment-grade fixed income.

Craig Pluta is a financial advisor at Alliance Wealth Management Milwaukee, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Alliance Wealth Management since 2007. Pluta also maintains activities in insurance and real estate. Alliance Wealth Management Milwaukee, Inc. provides financial planning and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers written analyses and recommendations based on client information and employs fundamental, technical, and cyclical analysis with periodic reviews and ongoing consulting.

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.

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.