Donald Mathias is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently the owner and advisor at Real Wealth Advisors LLC in Brookfield, WI, with prior roles at firms including Raymond James Financial Services and Securities America Advisors. Mathias is also engaged in insurance sales as part of his broader professional activities. Real Wealth Advisors LLC is a Wisconsin-registered investment adviser providing non-discretionary financial advisory and project-based consulting to individuals, trusts and estates, pension and profit-sharing plans, and corporate entities. The firm emphasizes personalized planning services such as asset organization, tax-efficiency, retirement and pension analysis, and life insurance planning, delivering recommendations without exercising discretionary trading authority.

Gerald Gambatese is a financial advisor with GTG Wealth Management, LLC in Elm Grove, WI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with GTG Wealth Management since 2003. He is also a 1% owner of Family Life Financial Services of Wisconsin, LLC, which operates in the same office as GTG Wealth Management. GTG Wealth Management provides fee-based wealth counseling and consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on individualized, non-discretionary services delivered primarily on an hourly or fixed-fee basis, with referrals to independent managers for active investment management.

Carrie Ticali is a CFP® and holds a Series 66 license, with 21 years of industry experience. She has been with Review Services, Inc. since 2015. Review Services, Inc. advises individual clients, including high-net-worth and non-HNW households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm combines consultative financial planning with portfolio oversight, generally favoring a long-term buy-and-hold strategy using mutual funds and ETFs, and primarily provides asset management on a non-discretionary basis.

Andrew Parey is a financial advisor at Envision Financial LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Envision Financial, he held positions at American Tack & Hardware, U.S. Bank, and Quandt, Berndt, & Company LLC. He studied at the University of Wisconsin-Madison from 2020 to 2024. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and retirement plans with at least $1,000,000 in marketable assets. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to manage portfolios primarily through ETFs and institutional mutual funds, while also offering tax and trust administration services.

Lee Barczak is a financial advisor at Morgan Kenwood Advisors, LLC with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Kenwood Advisors since 2004. In addition to his advisory role, he serves as president of Morgan Kenwood, Ltd., an insurance agency, and is involved in managing MK1 Realty, LLC. 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 uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to clients’ objectives and monitoring accounts regularly.

Tim Konicke is a CFP® with 34 years of experience in the financial industry. He has been with Review Services Inc. since 1988 and is also licensed as an independent insurance agent. Review Services Inc. advises individual clients—including both high-net-worth and non-HNW households—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides consulting and ongoing asset management, combining a consultative planning process with portfolio oversight that generally favors a long-term buy-and-hold approach using mutual funds and ETFs.

Ryan Isherwood is a CFA® charterholder and financial advisor at Significance Capital Management LLC with two years of industry experience. Prior to joining Significance Capital, he worked at Calamos Investments for five years and Timpani Capital Management for eleven years. Outside of advising, he is involved in men's health clinics as an owner and corporate secretary. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients and serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity portfolios using proprietary style research and optimization tools.

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.

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.

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.

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.

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.

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.

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.