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.

Carl Valimont is a financial advisor with Denali Wealth Management, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Denali Wealth Management and Purshe Kaplan Sterling since 2010. Outside of his advisory role, he is a partner in VALDAN LLC, a business involved in importing products. 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 emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.

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.

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.

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.

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.

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.

Robert Kieckhefer is a financial advisor at The Kieckhefer Group with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities, Denali Wealth Management, and LPL Financial. Outside of his advisory role, he serves as a consultant for a family-owned construction company, receiving a variable annual fee based on the company’s profitability. The Kieckhefer Group provides discretionary portfolio management and investment analysis primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis, incorporating both long- and short-term strategies and explicit use of options and derivatives within a strategic asset allocation framework.

Ryan Hamilton is a financial advisor at Morgan Dempsey Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Morgan Dempsey since 2014. Morgan Dempsey provides equity-focused portfolio management to high-net-worth and institutional clients, offering strategies such as Large Cap Value, Enhanced Income, and Micro-Cap. The firm employs a value-driven, bottom-up research process with a long-term buy-and-hold approach and serves clients through separately managed accounts, model portfolios, and sub-advisory roles, including management of a listed ETF.

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.

Shannon Zur is a financial advisor with Vogel Consulting, LLC in Brookfield, WI, holding 23 years of industry experience. She has been with Vogel Consulting since 2002. Vogel Consulting, LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides personalized financial planning, investment advice, and integrated tax preparation, focusing on strategic asset allocation and the selection of external managers for client portfolios.

Jon Beadell is a financial advisor at A D Beadell Investment Counsel, Inc. in Mequon, WI, holding a Series 65 designation with 15 years of industry experience. He has been with A D Beadell Investment Counsel, Inc. since 2011. A D Beadell Investment Counsel, Inc. provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, nonprofit organizations, corporations, and other entities. The firm combines fundamental and technical analysis to manage approximately $250 million across about 90 client relationships, tailoring portfolios to client goals using a range of domestic and foreign equities, fixed income, ETFs, mutual funds, and, when appropriate, option strategies.

Mariah Magana Mayorga is a financial advisor at Tower View Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Tower View since 2021. Prior to her current role, she worked at Appanasha Pet Clinic and has a background that includes various positions during her education. Tower View Wealth Management provides integrated wealth management services to individuals, businesses, and pension plans, combining discretionary investment management with financial planning and guidance on stock options, 401(k) choices, and 529 plans. The firm employs a bottoms-up, long-term investment approach focused on stock- and fund-specific analysis and manages portfolios tailored to tax considerations and client needs.

Steven Bruce is a financial advisor at Bruce Wood Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Bruce Wood Capital in 2024, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company for a combined total of 10 years. Bruce Wood Capital provides investment management services including a proprietary private fund, model portfolios, separately managed accounts, and outsourced chief investment officer services for institutional clients such as foundations, endowments, pension plans, and family offices. The firm’s strategy employs a global macro approach utilizing quantitative, technical, and cyclical analysis, and manages discretionary trading with systematic risk controls.

Kathleen Wood is a financial advisor at Bruce Wood Capital, LLC with 14 years of industry experience. She has held roles at Northwestern Mutual Investment Services, Russell Investments Financial Services, Hornor Townsend and Kent, and The Pinnacle Planning Group. Wood serves as Treasurer on the Board of Directors for the Stevenson High School Hockey Association. Bruce Wood Capital provides investment management services including a proprietary global macro fund, model portfolios, separately managed accounts, and outsourced chief investment officer services for institutional clients such as foundations, endowments, pension plans, and family offices. The firm employs a dual global macro investment strategy that utilizes quantitative, technical, and cyclical analysis with discretionary trading supported by systematic models and risk controls.

Alexandra Cali is a financial advisor at Charter Capital Management, Inc. with 10 years of industry experience. She holds the Series 65 designation and has worked at Charter Capital Management since 2016, with a brief tenure at Kestra Financial Inc. beginning in 2026. 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 employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to stock selection, blending passive index funds and ETFs with select active managers and individual equities.

Michael Palmisano is an advisor at Diversified Capital Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Diversified Capital Wealth Management since 2016. He is also a notary public and has worked as an independent insurance agent since 1986. 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 combines direct portfolio supervision with third-party managers and offers both discretionary and non-discretionary arrangements, serving a diverse client base that includes high-net-worth individuals and business entities.

William Haese is a financial advisor at Haese Financial Group Inc in Jackson, Wisconsin, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked at Superior Financial Services, Inc. and Haese Financial Group, Inc. since 2000. Haese Financial Group offers investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis using strategic, globally diversified allocations implemented through no-load or low-load mutual funds and ETFs, and also provides ancillary accounting and tax services.