Tim Konicke is a CFP® professional with 35 years of experience in the financial industry. He has been with Review Services Inc. since 1988. In addition to his advisory role, he is also an independent insurance agent. Review Services Inc. provides consulting and asset management to individuals and various entities, including pension plans, trusts, and charitable organizations. The firm emphasizes a non-discretionary investment approach using fundamental and technical analysis, with a long-term buy-and-hold strategy.

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.

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 licenses and previously worked at MLG Capital, SARA Investment Real Estate, Wangard Partners, Christian Education Leadership Academy, and Elmbrook School District. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, providing investment and wealth management, financial planning, consulting, and retirement plan services. The firm employs a customized, risk-adjusted, tax-aware investment approach using a mix of active and passive strategies, and offers multi-platform access with operational features such as wrap fee program sponsorship.

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.

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.

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.

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.

Roric Griffith is a financial advisor with Integrated Financial Solutions, PLLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Principal Securities Inc., RG Investment Strategies, Principal Life Insurance, and ON Investment Management Co. Outside of finance, he serves as co-president of the Cashel Academy of Irish Dance, assisting with event organization. Integrated Financial Solutions, PLLC provides fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers retirement-plan advisory and management services, tailoring investment decisions to clients’ goals, time horizons, and risk tolerance.

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.

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.

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.

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 with Anew Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at Independent Financial Group, LLC, TD Ameritrade, Scottrade, and other financial firms. Outside of advising, 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 strategic asset allocation and trading decisions, with ongoing portfolio monitoring and education efforts for clients.

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.