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. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of his financial advisory work, he is involved in managing farm operations and silviculture through his roles with Rock Bend Farms, LLP and The Empty Nest LLC. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering investment and wealth management, financial planning, and fiduciary services. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies and maintains multi-platform access and third-party manager oversight as part of its service model.

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.

Colbey Grisar is a financial advisor at Boardwalk Financial Strategies LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Welmmark BCBS, the City of Waukesha, and Drake University. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm emphasizes long-term, globally diversified portfolios using asset allocation and risk tolerance assessments, managing approximately $197.6 million across about 85 client relationships.

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.

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.

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.

Rachel Conroy is a financial advisor at Archway Wealth Management, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2015 to 2023. Archway Wealth Management, LLC manages approximately $346 million in client assets and offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes diversified allocations across multiple asset classes with tailored portfolios monitored and rebalanced regularly.

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.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

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.

James Hayett is a financial advisor at Morgan-Aly Wealth Management, LLC in Waukesha, WI, holding Series 63 and Series 65 registrations with 44 years of industry experience. He has been with Morgan-Aly Wealth Management since 2014 and has prior experience at Raymond James Financial Services, Next Financial Group, OSAIC Services, and Sentra Securities. Morgan-Aly Wealth Management serves individual clients, including high-net-worth households, as well as small corporations and employer-sponsored retirement plans. The firm uses model-based strategies with a proprietary Intrinsic Value formula to manage discretionary accounts, combining individual stocks, bonds, and ETFs tailored to clients' 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 based in Brookfield, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Granite Financial Group, Meier worked at LPL Financial LLC and has a background that includes roles outside the financial services industry. 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 manages approximately $186.2 million in discretionary assets and offers a range of investment solutions through LPL Financial programs, along with limited-scope ERISA 3(21) fiduciary services for qualified retirement plans.

Kristopher Sharpe is a financial advisor at Behl Wealth Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Vizance and Woodbury Financial Services Inc. Outside of his advisory role, he is the owner and president of Sharpe Home Improvement LLC, a management and contracting business. Behl Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a primarily passive investment approach using index funds and ETFs, complemented by fundamental analysis, and integrates tax return preparation into its service offerings.

Hannah Chavez is a financial advisor at Financial Strategies, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Financial Strategies, Inc. since 2017. Prior to her advisory career, she held positions at The Tranel Financial Group, Starbucks, and Carthage College. Financial Strategies, Inc. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm employs asset-allocation models and fundamental and cyclical analysis with a long-term purchase orientation, managing approximately $150 million in assets across about 200 client relationships.

Zachary Dujmic is a financial advisor at Financial Strategies, Inc. with one year of industry experience. He holds the Series 65 designation and has prior experience at Wisconsin Capital Management and the University of Wisconsin - Madison. Financial Strategies, Inc. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm employs asset-allocation models and fundamental analysis with a long-term purchase orientation across approximately $150 million in assets under management.