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 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.

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.

Todd Drangstveit is a financial advisor at Elevated Private Wealth in Hartland, WI, holding a Series 65 designation with five years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management for four years and held roles at Potawatomi Hotel and Casino and Software One. He is the owner of several non-investment-related businesses, including Purpose Portfolio Management, LLC, Augustiner Acres, LLC, and Karsten Wealth, LLC. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach centered on asset allocation, dollar-cost averaging, and a mix of short- and long-term strategies, supported by regular account reviews and ongoing tax consultation.

Megan Prochniak is a CFP® with 16 years of industry experience and has been with Paladin Partners since 2009. She holds a Series 66 license and is based in Hartland, WI. Outside of her advisory work, she is a 50% owner of a commercial rental real estate business in Hartland. Paladin Partners serves individual clients, including high-net-worth individuals, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides comprehensive financial planning and portfolio management with a focus on discretionary account management and customized investment strategies.

Dustin Dupart is a Series 65-licensed advisor with Elevated Private Wealth in Hartland, WI, bringing five years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management for four years and was self-employed for three years. He is also the owner of Dupart Wealth Management, LLC, a non-investment-related business based in Weddington, NC. Elevated Private Wealth provides investment advisory services to individuals and high net worth clients, offering portfolio management and asset allocation recommendations through discretionary and non-discretionary accounts. The firm uses various strategies tailored to client objectives, including asset allocation, dollar-cost averaging, and technical analysis.

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.

Michael Rodenbaugh is a CFP® and CFA® at Boardwalk Financial Strategies LLC with 15 years of industry experience. He has worked at Boardwalk Financial Strategies since 2012 and previously at Altair Advisers LLC and Deloitte Investment Advisors LLC. Outside of advisory work, he serves as vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit organization supporting healthcare advocacy and philanthropy. Boardwalk Financial Strategies provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm manages approximately $197.6 million across about 85 client relationships, focusing on long-term, globally diversified portfolios built around asset allocation, risk tolerance, and periodic rebalancing.

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.

Thomas Dornoff is a CFP® professional with 32 years of experience in the financial services industry. He has been with Granite Financial Group since 2013 and holds a Series 63 license. 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 fiduciary services to qualified retirement plans, implementing portfolios through asset allocation, model portfolios, and third-party managers via LPL Financial programs.

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.

Ryan Moran is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Highland Investment Advisors LLC. His prior roles include positions at Gresham Partners LLC, JMG Financial Group, Ltd., JPMorgan Securities LLC, and the Stark Family Office. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a GRIP framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and Modern Portfolio Theory.

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.

Lisa Dregne is a CFP® professional with 11 years of industry experience, currently serving at Broadview Financial Management, LLC. Her prior roles include positions at SJA Financial Advisory, Global View Capital firms, State Farm, Yorkshire Insurance Advisors, and ValMark Advisers. Broadview Financial Management serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers financial planning, consulting, and portfolio management services, managing approximately $623 million in assets.

Julie Ellenbecker Lipsky is a CFP® professional with 27 years of industry experience, currently serving at Ellenbecker Investment Group. She previously worked at SII Investments, Inc. for 17 years. Lipsky holds leadership roles outside of her advisory work, including Vice President of the Ellenbecker Investment Group Charitable Foundation and board member of the Rogers Memorial Hospital Foundation. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs model portfolios supported by independent research and integrates technology and AI into its services while maintaining human oversight.