Timothy Stasinoulias is a financial advisor with Aegis Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Aegis Wealth Advisors since 2005 and previously at Intervest International, Inc. He also engages in prepaid legal services, providing marketing and sales support to companies and individuals. Aegis Wealth Advisors offers discretionary portfolio management and financial planning to individual and institutional clients, focusing on retirement planning, estate matters, college funding, and cash flow. The firm follows an academically based, long-term investment approach emphasizing broad diversification and strategic asset allocation, primarily utilizing institutional mutual funds.

Jonathan Thompson is a financial advisor at Cushing Capital Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Cushing Capital, he worked at MLG Capital and SARA Investment Real Estate, among other organizations. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, and plan sponsors, offering investment and wealth management, financial planning, and fiduciary services. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation and uses a combination of active and passive strategies, primarily investing in individual equity and debt securities and ETFs.

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.

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.

Ramu Ramiah is an investment advisor at Brook Capital with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at First Allied Securities, Inc. and Western International Securities, Inc. Outside of his advisory role, he serves as a trustee for multiple nonprofit organizations and is a benefits counselor with Brook Federal Advisors. Brook Capital primarily serves individual clients, trusts, charitable organizations, and pension and profit-sharing plans, offering portfolio management, financial planning, and federal benefits counseling. The firm employs a mix of actively managed and index-based investment strategies and manages accounts on both discretionary and non-discretionary bases.

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 with 26 years of industry experience. He has been with Charter Capital Management, Inc. since 1993 and previously worked at Kestra Financial Inc. for one year. 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 employs a strategic, long-term asset allocation framework and combines passive index funds with select active managers and individual equities, serving approximately 362 client relationships with discretionary assets totaling around $462.2 million.

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. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of his financial advisory work, he is involved in managing farm operations and silviculture through his roles with Rock Bend Farms, LLP and The Empty Nest LLC. 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 employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies and maintains multi-platform access and third-party manager oversight as part of its service model.

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.

John Sanders is a financial advisor at Real Wealth Advisors LLC with a Series 65 designation and nine years of prior experience at Sanders & Waldvogel, S.C. He has been with Real Wealth Advisors LLC and affiliated entities since 2025. Real Wealth Advisors provides non-discretionary financial advisory and project-based consulting services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm offers personalized recommendations based on fundamental, technical, and cyclical analysis and does not manage or custody client assets, typically charging one-time flat or hourly fees.

Daniel Glaser is a CFP® with 30 years of industry experience. He has been with Charter Capital Management, Inc. since 2004 and previously operated his own CPA practice from 1990 to 2020. He is currently associated with Kestra Financial Inc. Outside of his advisory roles, no additional business activities are noted. 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 uses a strategic, long-term asset allocation framework and combines passive and active investment strategies while offering tax-aware financial planning and coordinating with clients’ accountants and attorneys.

Rachel Conroy is a financial advisor at Archway Wealth Management, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2015 to 2023. Archway Wealth Management, LLC manages approximately $346 million in client assets and offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes diversified allocations across multiple asset classes with tailored portfolios monitored and rebalanced regularly.

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.

Mark Strey is a CFP® with 13 years of industry experience and currently serves at Neptune Wealth. He has held roles at several firms, including Annex Wealth Management and Mutual of Omaha. Outside of his advisory work, he owns Integrated Tax Prep & Planning, LLC, which operates seasonally during tax preparation months. Neptune Wealth provides investment advice, financial planning, model portfolio construction, and consulting services to individual retail clients and business entities, including other advisers. The firm combines top-down macro assessments with bottom-up fundamental analysis and uses enterprise-level AI tools and quantitative models in its portfolio management.

James Hayett is a financial advisor at Morgan-Aly Wealth Management, LLC in Waukesha, WI, holding Series 63 and Series 65 registrations with 44 years of industry experience. He has been with Morgan-Aly Wealth Management since 2014 and has prior experience at Raymond James Financial Services, Next Financial Group, OSAIC Services, and Sentra Securities. Morgan-Aly Wealth Management serves individual clients, including high-net-worth households, as well as small corporations and employer-sponsored retirement plans. The firm uses model-based strategies with a proprietary Intrinsic Value formula to manage discretionary accounts, combining individual stocks, bonds, and ETFs tailored to clients' risk tolerance.

Jaydon Wargin is a financial advisor at Liberty Financial Group, Inc. and holds a Series 65 designation. He has seven years of experience with Liberty Financial Group and prior roles including positions at Veolia, Milwaukee Area Technical College, the University of Wisconsin-Milwaukee, and Milwaukee County Parks. Liberty Financial Group serves individuals, trusts, estates, charitable organizations, and small businesses through a two-advisor practice offering investment management, financial planning, consultation, and tax preparation services. The firm employs a conservative, long-term investment approach with strategic asset allocation utilizing both active and passive managers and integrates tax preparation and specialized financial analyses into its advisory work.