David Rosenow is a financial advisor at CWP Private Wealth Management with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HBW RIA Services LLC and Ausdal Financial Partners, Inc. Outside of advisory work, he is an independent insurance agent with experience dating back to 1986. CWP Private Wealth Management provides discretionary investment management, financial planning, and business consulting to professionals in the financial services industry, serving a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, technical, charting, and cyclical analysis across various asset types, and offers sub-adviser services to other advisers.

Eric Arvold is a financial advisor at Portside Investment Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Riversource Fund Distributors, Inc. Outside of advising, he is a partner in a platform tennis club and a private limousine business. Portside Investment Advisors provides customized investment management and advisory services to individuals and institutional clients. The firm emphasizes asset allocation using exchange-traded funds and employs a research-driven process supported by proprietary and third-party analytics.

Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Michael Holloway is a Series 65-licensed financial advisor at Portside Investment Advisors, LLC with eight years of industry experience. He previously worked at Northwestern Mutual for 19 years and had a brief tenure at Legacy Wealth Management LLC. Portside Investment Advisors provides customized investment management and advisory services to individuals and a variety of institutional clients. The firm focuses on asset allocation using primarily exchange-traded funds, supported by fundamental, technical, and economic-cycle research, and serves as manager and adviser to a pooled investment vehicle.

Evan Salmela is a CFA® charterholder with four years of industry experience. He is currently an advisor at The Kieckhefer Group, where he has worked since 2024. Prior to this, he held positions at Denali Wealth Management, Inc. and RMV Capital. The Kieckhefer Group provides discretionary portfolio management and investment analysis primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis and incorporates options and other derivatives within a strategic asset allocation framework.

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.

Carl Valimont is a financial advisor with Denali Wealth Management, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Denali Wealth Management and Purshe Kaplan Sterling since 2010. Outside of his advisory role, he is a partner in VALDAN LLC, a business involved in importing products. 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, with portfolios reviewed quarterly.

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.

Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.

Robert Kieckhefer is a financial advisor at The Kieckhefer Group with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities, Denali Wealth Management, and LPL Financial. Outside of his advisory role, he serves as a consultant for a family-owned construction company, receiving a variable annual fee based on the company’s profitability. The Kieckhefer Group provides discretionary portfolio management and investment analysis primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis, incorporating both long- and short-term strategies and explicit use of options and derivatives within a strategic asset allocation framework.

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.

Matthew Dirkse is a financial advisor at Plus Group Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Plus Group Wealth Advisors, he worked at Whistling Straits and held roles in education and retail management. Plus Group Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerance, manages approximately $158.9 million in assets, and operates with a four-advisor team from a single office.

Jon Beadell is a financial advisor at A D Beadell Investment Counsel, Inc. in Mequon, WI, holding a Series 65 designation with 15 years of industry experience. He has been with A D Beadell Investment Counsel, Inc. since 2011. A D Beadell Investment Counsel, Inc. provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, nonprofit organizations, corporations, and other entities. The firm combines fundamental and technical analysis to manage approximately $250 million across about 90 client relationships, tailoring portfolios to client goals using a range of domestic and foreign equities, fixed income, ETFs, mutual funds, and, when appropriate, option strategies.

Steven Bruce is a financial advisor at Bruce Wood Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Bruce Wood Capital in 2024, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company for a combined total of 10 years. Bruce Wood Capital provides investment management services including a proprietary private fund, model portfolios, separately managed accounts, and outsourced chief investment officer services for institutional clients such as foundations, endowments, pension plans, and family offices. The firm’s strategy employs a global macro approach utilizing quantitative, technical, and cyclical analysis, and manages discretionary trading with systematic risk controls.

Thomas Volkmann is a financial advisor at Plus Group Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Plus Group Wealth Advisors since 2021. Prior to his advisory role, he was a full-time student for ten years. Plus Group Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Kathleen Wood is a financial advisor at Bruce Wood Capital, LLC with 14 years of industry experience. She has held roles at Northwestern Mutual Investment Services, Russell Investments Financial Services, Hornor Townsend and Kent, and The Pinnacle Planning Group. Wood serves as Treasurer on the Board of Directors for the Stevenson High School Hockey Association. Bruce Wood Capital provides investment management services including a proprietary global macro fund, model portfolios, separately managed accounts, and outsourced chief investment officer services for institutional clients such as foundations, endowments, pension plans, and family offices. The firm employs a dual global macro investment strategy that utilizes quantitative, technical, and cyclical analysis with discretionary trading supported by systematic models and risk controls.

Michael Palmisano is an advisor at Diversified Capital Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Diversified Capital Wealth Management since 2016. He is also a notary public and has worked as an independent insurance agent since 1986. Diversified Capital Wealth Management provides financial planning, consulting, and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines direct portfolio supervision with third-party managers and offers both discretionary and non-discretionary arrangements, serving a diverse client base that includes high-net-worth individuals and business entities.

William Haese is a financial advisor with Haese Financial Group Inc in Jackson, WI, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been associated with Haese Financial Group and Superior Financial Services, Inc. since 2000. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm generally manages assets on a non-discretionary basis, using written investment policy statements and diversified allocations implemented primarily through no-load or low-load mutual funds and ETFs, and also offers ancillary accounting and tax services.

Alexander Mirsberger is a financial advisor at Richmond Investment Services LLC with a Series 66 designation. He has been with Richmond Investment Services and affiliated firms since 2022. His prior experience includes roles at PwC and education at Marquette University. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, focusing on tailored asset allocation and ongoing supervision based on clients’ financial needs and risk tolerances.

Julia Anderson is a financial advisor at Haese Financial Group Inc with 43 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her career includes long tenures at The Prudential Insurance Company of America and PRUCO Securities, LLC, spanning from 1980 to the present, as well as involvement with Superior Financial Services, Inc. Outside of her advisory work, she is a co-owner of a food business in Arlington Heights, Illinois. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a non-discretionary approach focused on strategic, globally diversified asset allocations primarily using no-load or low-load mutual funds and ETFs, and also offers accounting and tax services as part of its client offerings.