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.

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.

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.

Nicholas Henning is a financial advisor with Elevated Private Wealth in Hartland, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management and the U.S. Department of Veterans Affairs. He is also involved in insurance sales and operates an investment-related advisory business through Big Paw Advisory, LLC. Elevated Private Wealth offers discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly account reviews and ongoing tax consultation.

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.

Brittany Falkner is a CFP® with nine years of experience in the financial services industry. She is currently with Boardwalk Financial Strategies LLC, where she has worked since 2023. Her prior experience includes roles at Charter Capital Management, Inc., Liberty Financial Group, Inc., and Financial Service Group, Inc. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans, with a focus on long-term, globally diversified portfolios driven by asset allocation and documented risk tolerances. The firm manages approximately $197.6 million across roughly 85 client relationships and employs strategies primarily through mutual funds and ETFs.

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 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 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.

Christine Sharratt is a Series 65 licensed advisor with Elevated Private Wealth in Hartland, WI, and has three years of experience in the financial industry. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and had a background in tax airfreight. Outside of her advisory role, she owns and operates Elle Wealth Management, LLC. Elevated Private Wealth provides investment advisory services to individuals and high net worth clients, offering tailored portfolio management and asset allocation strategies through discretionary and non-discretionary arrangements. The firm utilizes multiple investment methods and operates managed account programs with a focus on risk management and client-specific restrictions.

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.

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.

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.

Samuel Verhulst is a financial advisor at Charter Capital Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Vogel Consulting before joining Charter Capital Management. Charter Capital Management provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm manages approximately $462 million on a discretionary basis and employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to individual stock selection.

Ryan Stelzer is a financial advisor with Hohensee Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Abacus Investments since 2005 and previously at Peoples Bank from 2004 to 2017. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, focusing primarily on retail clients rather than high-net-worth households. The firm offers tailored discretionary investment management and limited-scope hourly planning engagements, utilizing a combination of charting, fundamental, and technical analysis in its strategies.