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 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.

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® professional with 29 years of industry experience. He has been with Charter Capital Management, Inc. since 2004 and previously operated his own CPA practice for 30 years. Charter Capital Management, LLC provides fee-only wealth management and financial planning services to individuals, high net worth clients, 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, blending passive index funds and ETFs with select active managers and individual securities.

Rachel Conroy is a financial advisor at Archway Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process, utilizing mutual funds, ETFs, and third-party independent managers, and manages approximately $313 million in assets across 200 client relationships.

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.

James Hayett is a financial advisor with Morgan-Aly Wealth Management, LLC in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2014, he has worked with Morgan-Aly Wealth Management and Raymond James Financial Services. Morgan-Aly Wealth Management serves individual clients, including high-net-worth and non-HNW households, and occasionally small corporations, offering discretionary asset management and consulting for self-directed retirement plans. The firm uses proprietary model strategies and an Intrinsic Value Formula to guide stock selection and asset allocation, managing accounts on a discretionary basis.

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 in Brookfield, WI. He holds a Series 66 designation and has been in the industry since 2025, previously working with LPL Financial LLC. Outside of his advisory role, he has experience in sports organizations and contracting prior to entering the financial sector. 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 employs asset allocation, model portfolios, and third-party managers through LPL Financial programs and sponsors the Granite Financial Group Wrap Fee Program.

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.

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.

Timothy Gambatese is a financial advisor at GTG Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities and Anchor Sage Advisors. In addition to his advisory role, he is a licensed insurance agent involved in the sale of various insurance products. 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 advisory services primarily delivered on an hourly or fixed-fee basis and may refer clients to independent managers for active investment management.

Daena Ramiah is a financial advisor at Brook Capital with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at First Allied Securities, Inc. Ramiah is also co-owner of Trillium Ventures LLC, a real estate holding company. Brook Capital serves individual clients both in the U.S. and internationally, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm offers portfolio management, 401(k) advisory services, financial planning, and federal benefits counseling, using a combination of active and static investment strategies across discretionary and non-discretionary accounts.