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.

Daniel Micha is a financial advisor with Regal Bay Investment Group, LLC in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Micha has been with Regal Bay since 2012, one of two advisors at the firm. Regal Bay provides wealth management, investment management, and consulting services to individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm employs a research-intensive investment process combining fundamental and technical analysis, focusing primarily on non-discretionary advisory accounts with tailored investment plans based on client objectives.

Adam France is a CFA® charterholder with 16 years of industry experience. He has been with 1492 Capital Management, LLC since 2009. The firm is a small-cap equity specialist that offers discretionary portfolio management, wealth management, and financial planning consulting to individuals, high-net-worth clients, pension and nonprofit accounts, and corporate clients. 1492 Capital Management employs a bottom-up, theme-based investment process and provides transparency through model and performance information, along with the use of tactical hedging strategies in its portfolios.

Ross Langill is a financial advisor with Regal Bay Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Regal Bay since 2002 and Regal Securities since 2005. Langill serves as Chairman and CEO of Regal Bay Investment Group. Regal Bay provides wealth management, investment management, and consulting services to individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm’s research-intensive investment process combines fundamental and technical analysis across a broad range of securities and develops tailored investment plans based on clients’ objectives and 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.

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.

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.

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.

Chad Melcher is a financial advisor with Intrinsic Investors LLC in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Intrinsic Investors since 2005 and has also been affiliated with Carson Wealth and CWM, LLC since 2026. Outside of his advisory work, he serves as a notary public. Intrinsic Investors is an SEC-registered firm providing discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm combines fundamental and technical analysis with proprietary investment models and generally executes client trades through a single institutional custodian.

William Tiedt is a financial advisor with A to Z Financial Planning LLC in Oak Creek, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at PNC Bank and Centurion Investment Management LLC. A to Z Financial Planning LLC is a fee-only fiduciary that manages approximately $49 million in assets for individuals, trusts, estates, small businesses, and tax-qualified plans. The firm uses broadly diversified, globally allocated portfolios with low-cost index funds and ETFs, employing buy-and-hold strategies supported by fundamental, technical, and quantitative research.

Michael Wesolowski is a financial advisor with Liberty Financial Group, Inc. in Elm Grove, WI, holding Series 65 and Series 66 registrations and two years of industry experience. His prior roles include positions at Voyager Capital Management, LLC, and Raymond James Financial Services. Liberty Financial Group serves individuals, trusts, estates, charitable organizations, and small businesses through a two-advisor practice managing approximately 238 client accounts. The firm follows a conservative, long-term investment approach emphasizing strategic asset allocation with a combination of active and passive managers, integrating tax preparation and specialized financial analyses into its advisory services.

Thomas Molosky is a financial advisor at Global Value Investment Corporation with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm, also known as Milwaukee Private Wealth Management, since 2014. Outside of his advisory role, he is a beneficial owner of Tuscola Farms, LLC, a real estate business unrelated to his investment work. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, including high-net-worth investors, as well as pooled vehicles, pension, and charitable clients. The firm employs fundamental analysis through its in-house research team and manages portfolios on a discretionary basis using both short- and long-term strategies tailored to client needs.

Ronald Chandler is a financial advisor at Summit Investment Management, Ltd. in Greenfield, WI, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with Summit Investment Management since 2012. Summit Investment Management provides continuous asset management services to individuals, retirement and profit-sharing plans, foundations, trusts, charitable and religious organizations, partnerships, and other advisers. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, applying macroeconomic factors in allocation decisions, and offers both Investment Management and Wealth Management Oversight tiers with ongoing account monitoring and professional coordination.

Stephen White is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He currently works at Envision Financial LLC and previously spent ten years at BMO Wealth Management US. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to guide investment decisions, typically implementing portfolios with ETFs and institutional mutual funds while monitoring and rebalancing client accounts regularly.

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.

Lauren Neese is a financial advisor at Landaas & Company with five years of industry experience. She holds the Series 66 designation and has been with Landaas & Company since 2019. Prior to that, she worked at Llr and spent several years in homemaking. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses both fundamental and technical analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.

Christopher Evers is a CFP® with 12 years of industry experience, currently affiliated with Operose Advisors LLC. He previously worked at Landaas & Company for nine years before joining Operose Advisors in 2022. Operose Advisors provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, families, trusts, and private funds. The firm employs a multi-strategy investment approach that includes mutual funds, ETFs, separately managed accounts, and alternative investments, supported by an internal Investment Committee and external research.