James Hayett is a financial advisor at Morgan-Aly Wealth Management, LLC in Waukesha, WI, holding Series 63 and Series 65 registrations with 44 years of industry experience. He has been with Morgan-Aly Wealth Management since 2014 and has prior experience at Raymond James Financial Services, Next Financial Group, OSAIC Services, and Sentra Securities. Morgan-Aly Wealth Management serves individual clients, including high-net-worth households, as well as small corporations and employer-sponsored retirement plans. The firm uses model-based strategies with a proprietary Intrinsic Value formula to manage discretionary accounts, combining individual stocks, bonds, and ETFs tailored to clients' risk tolerance.

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.

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 10 years of industry experience. She holds Series 63, 65, and 66 licenses. Prior to joining Brook Capital, Ramiah worked at First Allied Securities, Inc. and Western International Securities, Inc. She is also 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 retirement plans. The firm offers portfolio management, financial planning, 401(k) advisory services, and federal benefits counseling, employing a combination of actively managed and index-based investment strategies.

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 designations and two years of industry experience. His prior work includes roles 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, offering investment management, financial planning, and tax preparation services. The firm follows a conservative, long-term investment approach that combines active and passive strategies, with tax-focused reporting and specialized financial analyses integrated into its advisory services.

Thomas Molosky is a financial advisor at Global Value Investment Corporation in Milwaukee, WI, 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 involved with Tuscola Farms, LLC. 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’s investment process emphasizes fundamental analysis through an in-house research team and employs both short- and long-term strategies with tailored portfolio management.

Sarah Kopesky is a financial advisor at Coast Advisory LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and K2 Financial LLC. Outside of advisory services, she owns K2 Financial, LLC, a tax preparation and insurance business. Coast Advisory LLC provides asset management and financial planning to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm uses a range of analysis methods and investment strategies, offers discretionary portfolio management, and may appoint sub-advisors to manage client accounts.

Ronald Chandler is a financial advisor at Summit Investment Management, Ltd. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Summit since 2012. Summit Investment Management provides continuous asset management to a diverse client base including individuals, retirement plans, foundations, and trusts. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, considering macroeconomic factors in its allocation decisions, and offers both discretionary investment management and wealth management oversight services.

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.