Dave Isaacson is a financial advisor at Morgan Dempsey Capital Management LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Morgan Dempsey in 2019, he worked at firms including Schenck Investment Solutions LLC and CliftonLarsonAllen Wealth Advisors, LLC. Since 2025, he has also served as Senior Vice President and Portfolio Manager at a Wisconsin-based trust company. Morgan Dempsey Capital Management provides equity-focused investment and wealth management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a bottom-up, fundamentally driven value approach and offers strategies including Large Cap Value, Enhanced Income, and Micro-Cap, as well as serving as sub-advisor to a Large Cap Value ETF.

Valentina Shehu is a financial advisor at Financial Strategies, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked at the University of Wisconsin - Whitewater and held positions with Pick N Save and the Oak Creek School District. Financial Strategies, Inc. provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs asset-allocation models and fundamental analysis with a long-term purchase orientation, managing approximately $150 million in assets across about 200 client relationships.

Jeffrey Rochon is a financial advisor at Denali Wealth Management, Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Denali Wealth Management since 2011. Outside of his advisory role, he operates Creative NRG LLC, a freelance graphic design business. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, and investment consulting. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.

Mark Wierichs is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with seven years of industry experience. Prior to joining Denali Wealth Management in 2019, he worked at Airgas from 2014 to 2018 and has been affiliated with Arrowhead High School since 2012. 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 focuses on a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.

Timothy Banks is a financial advisor at Diversified Capital Wealth Management, LLC in Mequon, WI, holding Series 63 and Series 66 licenses with 43 years of industry experience. His prior work includes 18 years at Sii Investments and 4 years at LPL Financial. 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 often uses third-party managers and offers both discretionary and non-discretionary portfolio oversight, with a client service approach that includes detailed reviews, written recommendations, and assistance with implementation and ongoing monitoring.

Kevin Ellis is a CFP®-certified financial advisor with 24 years of industry experience. He is affiliated with Envision Financial LLC in Brookfield, WI, where he has worked since 2001, including a brief tenure at Thrivent Advisor Network, LLC from 2020 to 2021. His background includes nearly two decades at Kyle Financial Services prior to joining Envision Financial. Envision Financial LLC serves primarily high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans, focusing on clients with at least $1 million in marketable assets. The firm employs a disciplined asset allocation approach supported by proprietary cash-flow Monte Carlo modeling and offers services including investment advisory, financial planning, tax, estate planning, and trust administration.

Patricia Kiefer is a CERTIFIED FINANCIAL PLANNER™ with 35 years of experience at Review Services, Inc., where she has worked since 1991. She holds the Series 63 license and also operates as an independent insurance agent. Review Services, Inc. provides consulting and asset management to individuals and various entity clients, including pension plans, trusts, and charitable organizations. The firm follows a predominantly non-discretionary investment approach centered on long-term buy-and-hold strategies using mutual funds and ETFs, with client accounts monitored through quarterly reporting and as-needed reviews.

James Cantrell is a CFP® with over 31 years of experience in the financial industry. He has been with Financial Strategies, Inc. since 1991. Financial Strategies, Inc. provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses asset allocation models and fundamental and cyclical analysis with a long-term purchase orientation to manage approximately $150 million in assets across about 200 client relationships.

Anthony Beadell is the principal of Beadell A D Investment Counsel Inc with 38 years of industry experience. He has been with A. D. Beadell Investment Counsel, Inc. since 1975. Beadell A D Investment Counsel Inc provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, nonprofit organizations, and corporations. The firm focuses on conservation of principal and combines fundamental and technical analysis to tailor portfolios that may include equities, fixed income, ETFs, mutual funds, and, when appropriate, option strategies.

Mark Hoffman is a financial advisor with Milborn Advisors, Ltd in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. Prior to joining Milborn Advisors in 2017, he worked for more than a decade at Thrivent Financial and its affiliated investment management companies. He is also an independent licensed insurance agent and occasionally offers insurance products to clients. Milborn Advisors, Ltd 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 uses long-term trading strategies supported by charting, fundamental and technical analysis, and manages accounts based on documented client goals and risk tolerance.

Thomas Carroll is a CFA® charterholder with 31 years of experience in the financial industry. He has been with Summit Investment Management, Ltd. since 2012. Outside of his advisory role, he is a member of Southeast Wisconsin Process, LLC, a process-serving business. Summit Investment Management provides continuous asset management and wealth management oversight services to individuals, retirement plans, foundations, trusts, and other entities. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, incorporating macroeconomic factors into its allocation decisions.

Raman Ghei is a CFA® charterholder with 26 years of industry experience. He has worked at Tower View Investment Management & Research LLC since 1999. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, pension plans, and other investment professionals. The firm uses a bottom-up, chief investment officer-led approach focused on long-term, active security selection across various asset classes and typically employs model-based portfolios that consider tax implications without systematic tax-loss harvesting.

Jason Visner is an investment adviser representative with Brook Capital, holding Series 65 and Series 66 designations and 16 years of industry experience. He previously worked at First Allied Securities, Inc. and Western International Securities, Inc. He is also a volunteer educator at St. Leonard Parish. Brook Capital serves individual clients in the U.S. and abroad, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm offers portfolio management, financial planning, 401(k) advisory services, and federal benefits counseling, using a combination of actively managed and index-based portfolios with both discretionary and non-discretionary account management.

Richard Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. in Milwaukee, WI, holding Series 63 and Series 65 designations with 41 years of industry experience. His work history includes long-term roles at multiple Uniplan entities, including Uniplan Institutional Advisors LLC and Uniplan Consulting, LLC. Uniplan Investment Counsel provides investment advisory, sub‑advisory, and portfolio‑modeling services to individual and institutional clients. The firm specializes in fundamental security analysis across various strategies and is notable for its significant sub‑advisory and model‑portfolio business, serving a wide range of wrap and UMA program sponsors and other advisers.

Emily Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. in Milwaukee, WI, holding a Series 65 designation. She has been with Uniplan Investment Counsel since 2023, with prior experience in healthcare organizations including Children's Wisconsin and Froedtert Hospital. Uniplan Investment Counsel provides investment advisory, sub‑advisory, and portfolio-modeling services to individual and institutional clients. The firm emphasizes fundamental security analysis across various specialized strategies and is notable for its substantial sub‑advisory and model‑portfolio business serving wrap and UMA programs.

Joshua Palleon is a CFA® charterholder with 27 years of experience in the financial services industry. He is currently with Envision Financial LLC and has held prior roles at BMO Wealth Management, BMO Harris Financial Advisors, M&I Investment Management Corp., and Strong Capital Management Inc. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, and family trusts. The firm emphasizes asset allocation as the principal investment decision and employs proprietary cash-flow Monte Carlo modeling to guide portfolio targets, managing client assets with a focus on ETFs, mutual funds, and various alternative investments.

Samuel Verhulst is a financial advisor at Charter Capital Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Vogel Consulting before joining Charter Capital Management. 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 million on a discretionary basis and employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to individual stock selection.

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.