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® professional with eight years of experience in the financial industry. He is the sole advisor at Borges Financial, an independent advisory firm based in Brookfield, WI. His prior experience includes roles at Contra Investments LLC, Blend Financial, Inc. dba Origin Financial, Ernst & Young, Nordea, and Copenhagen Business School. Borges Financial provides hourly and ongoing financial planning services to individuals and high-net-worth clients, as well as investment consulting to other financial advisors. The firm emphasizes diversified, buy-and-hold portfolios with a preference for passive investments, incorporates ESG analysis on request, and specializes in advisory-to-advisor consulting rather than discretionary asset management.

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.

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.

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 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.

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.

Emily Cuadra is a financial advisor at Tower View Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Investment Planners, Inc., Lululemon, and other firms. Outside of her advisory role, she serves as treasurer and board member for the local Wild Youth Wrestling Club and works part-time as a wedding coordinator for The Sports Shed, DBA Brighton Acres. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, and pension plans, focusing on discretionary investment management combined with financial planning and guidance on stock options, 401(k)s, and 529 plans. The firm employs a bottoms-up, long-term investment approach emphasizing stock- and fund-specific analysis and manages approximately $282 million across a small advisory team.

Rhona Vogel is a financial advisor at Vogel Consulting, LLC with 23 years of industry experience. She holds a Series 65 credential and has been involved in her family’s CPA firm, Vogel Consulting Group, S.C., serving as its president since 1993. Vogel Consulting, LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite investment model and provides integrated financial planning, investment advice, and tax preparation.

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.