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.

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.

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 financial advisor at Aurea Investments LLC in Milwaukee, WI, holding a Series 65 license with one year of industry experience. He also serves as a business analyst at Brookdale Senior Living, providing data analysis and reporting support unrelated to his advisory work, and is the founder and principal of Verisight Analytics, a healthcare analytics software company focused on long-term care compliance. Aurea Investments is an independent advisory firm serving individual and high-net-worth clients as well as retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management combined with financial planning, using a disciplined investment approach that integrates fundamental analysis, macroeconomic review, and quantitative screening to construct diversified portfolios.

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.

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.

Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. 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 variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

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.

Jacob Mayer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Cushing Capital Partners, LLC since 2021, following five years at Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. Mayer is a partner in entities involved in managing private real estate and business assets. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering investment and wealth management, financial planning, and fiduciary services. The firm’s approach emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies, and it supports multi-platform access and independent manager oversight.

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 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 adviser representative with Brook Capital, holding Series 65 and Series 66 designations and 16 years of industry experience. He previously worked at First Allied Securities, Inc. and Western International Securities, Inc. He is also a volunteer educator at St. Leonard Parish. Brook Capital serves individual clients in the U.S. and abroad, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm offers portfolio management, financial planning, 401(k) advisory services, and federal benefits counseling, using a combination of actively managed and index-based portfolios with both discretionary and non-discretionary account management.

Richard Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. in Milwaukee, WI, holding Series 63 and Series 65 designations with 41 years of industry experience. His work history includes long-term roles at multiple Uniplan entities, including Uniplan Institutional Advisors LLC and Uniplan Consulting, LLC. Uniplan Investment Counsel provides investment advisory, sub‑advisory, and portfolio‑modeling services to individual and institutional clients. The firm specializes in fundamental security analysis across various strategies and is notable for its significant sub‑advisory and model‑portfolio business, serving a wide range of wrap and UMA program sponsors and other advisers.