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 from 2014 to 2017. Charter Capital Management, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and foundations. The firm manages approximately $462.2 million on a discretionary basis and employs a strategic, long-term asset allocation framework that combines passive index funds and ETFs with select active managers and individual equities.

William Warnke is a CFA® charterholder with 37 years of experience in the financial industry. He has been with Pavlic Investment Advisors, Inc. since 2026 and has served at Warnke/Nichols Ltd. since 1993. Pavlic Investment Advisors is an independent, privately owned registered investment adviser that provides discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth clients. The firm follows a buy-and-hold, diversified approach tailored to each client’s goals and incorporates tax-optimization planning.

Timothy Stasinoulias is a financial advisor at Aegis Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aegis Wealth Advisors since 2005. Outside of his advisory role, he is involved in marketing and selling prepaid legal services. Aegis Wealth Advisors provides discretionary portfolio management and financial planning to individual and institutional clients, focusing on retirement planning, estate matters, and related financial topics. The firm follows a long-term, academically based investment approach emphasizing diversification, strategic asset allocation, and passive portfolio management.

William Baxter is a financial advisor at Paladin Partners in Hartland, WI, holding CFP® and ChFC® designations with 22 years of industry experience. He has been with Paladin Partners since 2009. Outside of his advisory role, he serves as an instructor with Kaplan/Dearborn. Paladin Partners serves individual clients, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing multiple analysis methods and favoring familiar third-party managers, while also dedicating a portion of its consulting to business planning and related services.

Thomas Scholz is a Series 65-licensed advisor at Entasis Asset Management LLC with experience dating from 2025. Prior to joining Entasis, he worked at Vogel Consulting LLC and spent nine years at Concordia University Wisconsin as a professor. Outside of his advisory role, Mr. Scholz owns and operates Scholz Financial Advisory, a financial coaching business. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors. The firm employs a Core/Completion investment philosophy supported by in-house research and quantitative manager evaluation, offering discretionary management alongside technology-enabled strategies and a range of financial planning and coaching services.

Christopher Grant is a financial advisor at Grant Koehler & Levin Ltd. with 27 years of industry experience. He has been with Grant Koehler & Levin and Polar Investment Counsel, Inc. since 2003. He holds a Series 63 designation. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and borrowing in portfolio management.

Roric Griffith is a financial advisor with Integrated Financial Solutions, PLLC in Wauwatosa, WI, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Principal Securities INC and Principal Life Insurance, and he has operated RG Investment Strategies since 2009. Outside of advisory work, he serves as co-president of the Cashel Academy of Irish Dance. Integrated Financial Solutions, PLLC offers fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm provides retirement-plan advisory services and employs an investment approach based on client goals and risk tolerance, with regular account reviews and the ability to coordinate with third-party managers.

Richard Schiller is a CFA® charterholder with 10 years of industry experience and is currently an advisor at Pavlic Investment Advisors, Inc. He previously worked at Duff & Phelps Investment Management LLC and Robert W. Baird. Schiller serves as a board member of the Rogers Behavior Health Foundation. Pavlic Investment Advisors is an independent registered investment adviser serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm emphasizes prudent management of directly held securities and tax-optimization, following a buy-and-hold, diversified investment approach tailored to clients’ goals and risk tolerance.

Bryan Douglas is a financial advisor with Aegis Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including bookkeeper and sales roles across several companies. Outside of advising, he is involved in a clothing decorating business where he manages bookkeeping tasks. Aegis Wealth Advisors provides discretionary portfolio management and financial planning services to individual and institutional clients, focusing on retirement, estate, and college funding planning. The firm employs a long-term, academically based investment approach centered on broad diversification and strategic asset allocation using primarily institutional mutual funds.

Joel Hassler is a CFA® charterholder affiliated with Charter Capital Management, Inc., where he has worked since 1993. He has 26 years of industry experience and holds the Series 63 designation. 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 $462.2 million in discretionary assets and employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to individual stock selection.

Glen Colwell is a financial advisor at Anew Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at AdviseMe National Advisors and Independent Financial Group prior to joining Anew Advisors in 2021. Glen is also a licensed insurance agent and offers insurance products as part of his services. Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, employer-sponsored plans, trusts, and other entities. The firm combines fundamental and economic analysis with strategic asset allocation and uses independent managers as part of its investment approach.

Matthew Ottusch is a CFP® professional with 37 years of industry experience. He is currently with Cushing Capital Partners, LLC, where he has worked since 2021. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he oversees farm operations for two agricultural businesses located in Wisconsin. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering comprehensive investment and wealth management, financial planning, and consulting services. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a mix of active and passive strategies, and it employs both discretionary and non-discretionary portfolio management with access to multiple managed account platforms and independent manager oversight.

Nicholas Schneider is a financial advisor at Anew Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Independent Financial Group, LLC and TD Ameritrade. Outside of his advisory role, he serves on the board of the West De Pere Wrestling Club booster organization. Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting primarily to individual clients, including high-net-worth households, as well as plans, trusts, and other entities. The firm’s investment approach incorporates fundamental, cyclical, economic, and demographic analysis to guide asset allocation and trading decisions, and it utilizes independent managers for portions of client assets.

Thomas Portz is a financial advisor at Sterling Capital Management Inc with 42 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes roles at Moloney Securities Co., Inc. and Sterling Financial Inc. Outside of advisory work, he is the founder of Lumineux Corporation, through which he has been awarded six U.S. patents and is involved in producing and selling non-fungible tokens (NFTs). He is also a published author. Sterling Capital Management provides investment advisory, financial planning, and consulting services to individuals, corporations, pension plans, and nonprofit organizations. The firm emphasizes macroeconomic and geopolitical factors in its active management approach, offering a range of portfolio strategies tailored to client objectives.

Colbey Grisar is a financial advisor at Boardwalk Financial Strategies LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Welmmark BCBS, the City of Waukesha, and Drake University. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm emphasizes long-term, globally diversified portfolios using asset allocation and risk tolerance assessments, managing approximately $197.6 million across about 85 client relationships.

Marc Dion is a CFA® charterholder with 21 years of industry experience, currently serving at Morgan Dempsey Capital Management LLC since 2004. He is based in Menomonee Falls, WI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Dion leads the Investment Committee at St. Francis Borgia Catholic Church, organizing quarterly reviews with an outside consultant to oversee the parish's investment portfolio. Morgan Dempsey Capital Management provides equity-focused portfolio management to high-net-worth and institutional clients, employing a value-oriented, bottom-up research process with a long-term investment horizon. The firm offers specialized strategies including Large Cap Value, Enhanced Income with options overlays, and Micro-Cap investments, and serves qualified purchasers through separately managed accounts, model portfolios, and sub-advisory services.

Elliott Gengembre is a financial advisor at Sterling Capital Management Inc. with a Series 65 designation and three years of industry experience. His prior work includes roles at JusticePoint, Inc., the Medical College of Wisconsin, and UW Credit Union. Sterling Capital Management provides investment advisory, financial planning, and consulting services to individuals, corporations, pension plans, and nonprofit organizations. The firm emphasizes macroeconomic and geopolitical factors in constructing portfolios and employs active management strategies tailored to client objectives.

Daniel Glaser is a CFP® professional with 29 years of industry experience. He has been with Charter Capital Management, Inc. since 2004 and previously operated his own CPA practice for 30 years. Charter Capital Management, LLC provides fee-only wealth management and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach, blending passive index funds and ETFs with select active managers and individual securities.

Ryan Hamilton is a financial advisor at Morgan Dempsey Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Morgan Dempsey since 2014. Morgan Dempsey provides equity-focused portfolio management to high-net-worth and institutional clients, offering strategies such as Large Cap Value, Enhanced Income, and Micro-Cap. The firm employs a value-driven, bottom-up research process with a long-term buy-and-hold approach and serves clients through separately managed accounts, model portfolios, and sub-advisory roles, including management of a listed ETF.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.