Robert Kieckhefer is a financial advisor at The Kieckhefer Group with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities, Denali Wealth Management, and LPL Financial. Outside of his advisory role, he serves as a consultant for a family-owned construction company, receiving a variable annual fee based on the company’s profitability. 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, incorporating both long- and short-term strategies and explicit use of options and derivatives within a strategic asset allocation framework.

Ryan Hamilton is a financial advisor at Morgan Dempsey Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Morgan Dempsey since 2014. Morgan Dempsey provides equity-focused portfolio management to high-net-worth and institutional clients, offering strategies such as Large Cap Value, Enhanced Income, and Micro-Cap. The firm employs a value-driven, bottom-up research process with a long-term buy-and-hold approach and serves clients through separately managed accounts, model portfolios, and sub-advisory roles, including management of a listed ETF.

James Hayett is a financial advisor with Morgan-Aly Wealth Management, LLC in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2014, he has worked with Morgan-Aly Wealth Management and Raymond James Financial Services. Morgan-Aly Wealth Management serves individual clients, including high-net-worth and non-HNW households, and occasionally small corporations, offering discretionary asset management and consulting for self-directed retirement plans. The firm uses proprietary model strategies and an Intrinsic Value Formula to guide stock selection and asset allocation, managing accounts on a discretionary basis.

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.

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.

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 with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at First Allied Securities, Inc. Ramiah is also co-owner of Trillium Ventures LLC, a real estate holding company. Brook Capital serves individual clients both in the U.S. and internationally, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm offers portfolio management, 401(k) advisory services, financial planning, and federal benefits counseling, using a combination of active and static investment strategies across discretionary and non-discretionary accounts.

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 at Liberty Financial Group, Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and has previous experience with Voyager Capital Management, LLC and Raymond James Financial Services. Prior to his financial career, he worked in educational roles at Intertots Trilingual School and Wat Donthong School. Liberty Financial Group, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and small businesses. The firm serves both individual and high-net-worth clients, employing a strategic asset allocation approach that combines active and passive investment strategies.

Thomas Molosky is a financial advisor at Global Value Investment Corporation with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Global Value Investment Corp., also known as Milwaukee Private Wealth Management, since 2014. Outside of his advisory role, he is involved as a beneficial owner of Tuscola Farms, LLC, which manages various aspects of property rentals. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, including high-net-worth investors, as well as pension and charitable clients. The firm emphasizes fundamental analysis through its in-house research team and employs both short- and long-term strategies, managing portfolios on a discretionary basis tailored to each client's needs.

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.