William Fons is a financial advisor at Intrinsic Investors LLC with 32 years of industry experience. He has worked at Intrinsic Investors since 2000 and has prior experience with Commonwealth Financial Network from 1999 to 2026. Intrinsic Investors is an SEC-registered advisory firm that offers discretionary asset management and financial planning to individual clients, retirement plans, trusts, and other entities. The firm combines fundamental and technical analysis with proprietary investment models and generally executes trades through a single institutional custodian.

Elizabeth Stamatakos is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. She has been with A to Z Financial Planning LLC since 2015 and continues to work there as one of two advisors. A to Z Financial Planning LLC is a fee-only fiduciary firm serving individuals, trusts, estates, small businesses, and tax-qualified plans, managing approximately $49 million in client assets. The firm uses a broadly diversified, globally allocated investment approach focused on low-cost index funds and ETFs, employing buy-and-hold strategies combined with fundamental, technical, and quantitative research.

Candice Genrich is a financial advisor at Breakthru Advisory Services, LLC with a Series 65 credential and experience spanning roles in mortgage lending and banking since 2016. She joined Breakthru Strategies, Inc. in 2024 after working at Omni Home Lending, Guild Mortgage, and Citizens Bank. Breakthru Advisory Services provides asset management and financial planning to individuals, trusts, estates, and high-net-worth families, offering discretionary portfolio management, investment oversight, and financial consulting tailored to client goals and risk tolerance.

Zachary Hidden is a CFP® with nine years of industry experience, currently serving as a financial advisor at Perk Planning since 2021. He previously worked at Plante Moran Financial Advisors for five years. Outside of advising, he holds a minor ownership stake in a bookkeeping and consulting firm. Perk Planning provides financial planning and investment consultation to individuals and businesses, focusing on cash-flow, retirement, education, risk management, and estate planning through interviews and written plans. The firm employs a passive, long-term investment approach emphasizing strategic asset allocation and diversified index funds, operating on an hourly or fixed-fee basis without discretionary trading or commission-based fees.

Timothy Stracka is a financial advisor at 1492 Capital Management, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at 1492 Capital Management since 2008 and North Capital Private Securities since 2017. Outside of his advisory work, he is involved with the Stracka Family Farm Trust, which manages conservation land, and serves as a town supervisor in Mineral Point, Wisconsin. 1492 Capital Management specializes in small-cap equity portfolio management, serving individuals, high-net-worth clients, pension and nonprofit accounts, and corporate clients. The firm uses a bottom-up, theme-based investment approach focused on small-cap companies and offers a range of distinct model strategies, including tactical hedging options.

Austin Nelson is a CFP® professional with 10 years of experience in financial advising. He has worked at Toptier Wealth Management since 2018 and previously spent two years with Cambridge Investment Research Advisors, Inc. Toptier Wealth Management advises individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management services. The firm manages approximately $175 million in discretionary assets primarily through mutual funds and ETFs, utilizing fundamental analysis and Modern Portfolio Theory, and offers specialized employer-related and business planning services.

Michael Brusko is a financial advisor at Toptier Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Heartland Advisors and ALPS Distributors, Inc. Brusko has been with Toptier Wealth Management since 2018. Toptier Wealth Management serves individual and high-net-worth clients, providing financial planning, wealth management, and discretionary portfolio management. The firm manages approximately $176 million in discretionary assets using mutual funds, ETFs, and model portfolios, with a focus on employer-related and business planning services.

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.

Wendy Peperkorn is a CFP® professional with 26 years of industry experience, currently with Financial Service Group Inc. She has worked at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Drake & Associates, LLC. Financial Service Group, Inc. is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm utilizes a tactical asset-allocation approach primarily through passive/indexed portfolios and selected mutual funds, offering clients regular portfolio reviews and access through a client portal.

Joseph Frohna is a CFA® charterholder with 24 years of industry experience. He has been with 1492 Capital Management, LLC since 2008, where he is part of a five-advisor team. The firm specializes in small-cap equity and offers discretionary portfolio management, wealth management, and financial planning consulting to a diverse client base including individuals, high-net-worth clients, pension and nonprofit accounts, and corporate clients. 1492 Capital Management employs a bottom-up, theme-based investment process with a range of small-cap growth, value, and core alpha strategies, as well as a dynamic hedge strategy using derivatives to adjust equity exposure.

Christopher Shea is a CFP® with 46 years of industry experience, currently serving at Intrinsic Investors LLC, where he has worked since 2000. Prior to that, he spent 27 years at Commonwealth Equity Services. He is also associated with Carson Wealth and CWM, LLC. Intrinsic Investors LLC is an SEC-registered advisory firm providing discretionary asset management and financial planning to individual clients, retirement plans, trusts, and other entities. The firm uses a combination of fundamental and technical analysis, proprietary investment models, and generally implements investment advice on a discretionary basis.

Drew Ashland is a financial advisor at Milborn Advisors, Ltd with 12 years of industry experience. He has held positions at Milborn Advisors since 2018 and previously worked at Thrivent Investment Management Inc from 2016 to 2018. Ashland holds the Series 66 designation and is a licensed insurance agent, occasionally offering clients commissionable insurance products. Milborn Advisors 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’s investment approach includes long-term trading supported by charting, fundamental and technical analysis, and manages portfolios using mutual funds, fixed income, insurance products, equities, and ETFs.

Phillip Sparks is a ChFC®-designated financial advisor with Morgan Kenwood Advisors, LLC, where he has worked since 2008. He has 18 years of industry experience and holds a Series 66 license. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk profiles, and maintains ongoing monitoring with quarterly reviews.

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.

Rachel Conroy is a financial advisor at Archway Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process, utilizing mutual funds, ETFs, and third-party independent managers, and manages approximately $313 million in assets across 200 client relationships.

Daniel Micha is a financial advisor with Regal Bay Investment Group, LLC in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Micha has been with Regal Bay since 2012, one of two advisors at the firm. Regal Bay provides wealth management, investment management, and consulting services to individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm employs a research-intensive investment process combining fundamental and technical analysis, focusing primarily on non-discretionary advisory accounts with tailored investment plans based on client objectives.

Adam France is a CFA® charterholder with 16 years of industry experience. He has been with 1492 Capital Management, LLC since 2009. The firm is a small-cap equity specialist that offers discretionary portfolio management, wealth management, and financial planning consulting to individuals, high-net-worth clients, pension and nonprofit accounts, and corporate clients. 1492 Capital Management employs a bottom-up, theme-based investment process and provides transparency through model and performance information, along with the use of tactical hedging strategies in its portfolios.

Ross Langill is a financial advisor with Regal Bay Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Regal Bay since 2002 and Regal Securities since 2005. Langill serves as Chairman and CEO of Regal Bay Investment Group. Regal Bay provides wealth management, investment management, and consulting services to individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm’s research-intensive investment process combines fundamental and technical analysis across a broad range of securities and develops tailored investment plans based on clients’ objectives and 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.

Anthony Meier is a financial advisor with Granite Financial Group in Brookfield, WI. He holds a Series 66 designation and has been in the industry since 2025, previously working with LPL Financial LLC. Outside of his advisory role, he has experience in sports organizations and contracting prior to entering the financial sector. Granite Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, model portfolios, and third-party managers through LPL Financial programs and sponsors the Granite Financial Group Wrap Fee Program.