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.

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.

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.

Daena Ramiah is a financial advisor at Brook Capital in Brookfield, WI, with 10 years of industry experience. She holds Series 63, 65, and 66 designations and previously worked at Western International Securities, Inc. and First Allied Securities, Inc. Ramiah is also a co-owner of Trillium Ventures LLC, a real estate holding company. Brook Capital serves individual clients in the U.S. and internationally, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm employs a mix of actively managed dynamic portfolios and longer-term static growth and fixed-income strategies, with account management on both discretionary and non-discretionary bases.

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.

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.

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.

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.

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.

Alexander Mirsberger is a financial advisor at Richmond Investment Services LLC with a Series 66 designation. He has been with Richmond Investment Services and affiliated firms since 2022. His prior experience includes roles at PwC and education at Marquette University. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, focusing on tailored asset allocation and ongoing supervision based on clients’ financial needs and risk tolerances.

Julia Anderson is a financial advisor at Haese Financial Group Inc with 43 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her career includes long tenures at The Prudential Insurance Company of America and PRUCO Securities, LLC, spanning from 1980 to the present, as well as involvement with Superior Financial Services, Inc. Outside of her advisory work, she is a co-owner of a food business in Arlington Heights, Illinois. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a non-discretionary approach focused on strategic, globally diversified asset allocations primarily using no-load or low-load mutual funds and ETFs, and also offers accounting and tax services as part of its client offerings.

Colin Oquist is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and recently began his career in the industry. Prior to joining Ellenbecker in 2024, his work experience includes roles outside of finance in education and retail. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios supported by independent research and integrates technology and artificial intelligence in its operations, while also offering affiliated tax and accounting services through a CPA-staffed unit.