Thomas Warden is the principal advisor at Warden Wealth Management, LLC in Milwaukee, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2009. Outside of his advisory work, he serves as president of a condominium association and owns a business consulting firm providing management and marketing advice. Warden Wealth Management offers investment advisory, financial planning, and wealth management services to a select group of individuals and families, including business owners, executives, retirees, and next-generation heirs. The firm employs a primarily fundamental investment approach with diversified portfolios and a focus on long-term allocations tailored to each client’s objectives and risk tolerance.

Liran Amir is a Series 65-licensed financial advisor with SKP Wealth in Glendale, WI, bringing one year of industry experience. He is also the founding and managing partner of Sakura Partners, LLC, an accounting firm where he dedicates part of his time. SKP Wealth offers fee-only wealth management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, pension plans, and charitable organizations. The firm integrates tax-aware planning with investment strategies that include passive and active funds, alternative investments, and socially conscious options, and provides a subscription-based Financial Wellness program alongside donor-advised fund services and educational seminars.

Craig Gonn is a financial advisor with Vision Financial Services LLC in Grafton, WI, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His career includes roles at Bartlein Barrels and Harbour Investments, Inc. He also provides consultation on a wide variety of financial decisions through a separate consulting activity. Vision Financial Services LLC serves individual investors, small businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts by offering portfolio management, financial consultation, and third-party money manager recommendations. The firm typically tailors portfolios using client interviews and modern portfolio theory and manages most accounts on a non-discretionary basis.

Diane Esser is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at Direction Financial Management, LLC since 2012. Her background includes integrating financial planning with tax services through her CPA credential and affiliation with an in-house tax practice. Direction Financial Management is an independent, fee-only firm serving individuals, families, trusts, retirees, professionals, and small business owners. The firm provides consultative financial planning and investment advice based on a long-term, passive approach using Modern Portfolio Theory and broad index fund exposure, focusing largely on non-securities planning areas such as tax, estate, and risk management.

Jennifer Hipkiss is a CFP® professional with 11 years of industry experience, currently serving at FiduciaOne since 2023. Her prior experience includes roles at Tax Management, Harbour Investments, Thrivent Investment Management, and her own firm, Hipkiss Financial. She serves as a volunteer Board of Director for Adeline Montessori School. FiduciaOne works with individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, providing discretionary portfolio management, retirement plan consulting, and comprehensive financial planning. The firm’s investment process integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, and its team includes licensed insurance agents and Enrolled Agents to offer a combination of advisory and insurance services.

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.

Kevin Chapman is the sole advisor at Crossover Capital Trading LLC in Germantown, WI. He holds Series 63 and Series 65 licenses and has 13 years of self-employed experience, with one year specifically at his current firm. Crossover Capital Trading LLC provides discretionary portfolio management for individual clients using a proprietary price-momentum model to trade exchange-traded funds, including leveraged and inverse ETFs. The firm focuses on price-based signals with short holding periods and aims to limit market exposure while managing accounts daily without taking custody of client assets.

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.

Martin Mcdevitt Jr. is the sole advisor at McDevitt & Bird Investment Management Co. with 14 years of industry experience and over 30 years at the firm. Based in Mequon, WI, he manages individual and institutional accounts. McDevitt & Bird Investment Management Co. provides discretionary and non-discretionary investment management for individuals, estates, trusts, corporations, pension, and charitable accounts, managing approximately $8.9 million. The firm employs multiple analytical methods and emphasizes individual securities, maintaining a small, closely supervised practice with institutional-style standards.

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.

Lane Valimont is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Denali Wealth Management, he held roles at Bradley Corporation, Arrowhead High School, and several other organizations. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.