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.

Ryan Isherwood is a CFA® charterholder and financial advisor at Significance Capital Management LLC with two years of industry experience. Prior to joining Significance Capital, he worked at Calamos Investments for five years and Timpani Capital Management for eleven years. Outside of advising, he is involved in men's health clinics as an owner and corporate secretary. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients and serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity portfolios using proprietary style research and optimization tools.

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.

Elizabeth Stamatakos is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. She has been with A to Z Financial Planning LLC since 2015 and continues to work there as one of two advisors. A to Z Financial Planning LLC is a fee-only fiduciary firm serving individuals, trusts, estates, small businesses, and tax-qualified plans, managing approximately $49 million in client assets. The firm uses a broadly diversified, globally allocated investment approach focused on low-cost index funds and ETFs, employing buy-and-hold strategies combined with fundamental, technical, and quantitative research.

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.

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.

Timothy Stracka is a financial advisor at 1492 Capital Management, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at 1492 Capital Management since 2008 and North Capital Private Securities since 2017. Outside of his advisory work, he is involved with the Stracka Family Farm Trust, which manages conservation land, and serves as a town supervisor in Mineral Point, Wisconsin. 1492 Capital Management specializes in small-cap equity portfolio management, serving individuals, high-net-worth clients, pension and nonprofit accounts, and corporate clients. The firm uses a bottom-up, theme-based investment approach focused on small-cap companies and offers a range of distinct model strategies, including tactical hedging options.

Evan Salmela is a CFA® charterholder with four years of industry experience. He is currently an advisor at The Kieckhefer Group, where he has worked since 2024. Prior to this, he held positions at Denali Wealth Management, Inc. and RMV Capital. 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 and incorporates options and other derivatives within a strategic asset allocation framework.

Christopher Grant is a financial advisor at Grant Koehler & Levin Ltd. with 27 years of industry experience. He has been with Grant Koehler & Levin and Polar Investment Counsel, Inc. since 2003. He holds a Series 63 designation. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and borrowing in portfolio management.

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.

Joseph Frohna is a CFA® charterholder with 24 years of industry experience. He has been with 1492 Capital Management, LLC since 2008, where he is part of a five-advisor team. The firm specializes in small-cap equity and offers discretionary portfolio management, wealth management, and financial planning consulting to a diverse client base including individuals, high-net-worth clients, pension and nonprofit accounts, and corporate clients. 1492 Capital Management employs a bottom-up, theme-based investment process with a range of small-cap growth, value, and core alpha strategies, as well as a dynamic hedge strategy using derivatives to adjust equity exposure.

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.

Drew Ashland is a financial advisor at Milborn Advisors, Ltd with 12 years of industry experience. He has held positions at Milborn Advisors since 2018 and previously worked at Thrivent Investment Management Inc from 2016 to 2018. Ashland holds the Series 66 designation and is a licensed insurance agent, occasionally offering clients commissionable insurance products. Milborn Advisors 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’s investment approach includes long-term trading supported by charting, fundamental and technical analysis, and manages portfolios using mutual funds, fixed income, insurance products, equities, and ETFs.

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.

Phillip Sparks is a ChFC®-designated financial advisor with Morgan Kenwood Advisors, LLC, where he has worked since 2008. He has 18 years of industry experience and holds a Series 66 license. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk profiles, and maintains ongoing monitoring with quarterly reviews.

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.