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.

Sarah Kopesky is a financial advisor at Breakthru Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Woodbury Financial Services and Coast Advisory LLC. Outside of her advisory role, she owns K2 Financial, LLC, which provides tax preparation and insurance services. Breakthru Advisory Services offers asset management and financial planning primarily to individuals, trusts, estates, and high-net-worth family clients. The firm provides discretionary portfolio management and tailored financial planning using fundamental and technical analysis, ETFs, mutual funds, and tax-aware reviews.

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 since 2012. Summit Investment Management provides continuous asset management to individuals, retirement and profit-sharing plans, foundations, trusts, charitable and religious organizations, partnerships, and other investment advisers. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and individual bonds, incorporating macroeconomic factors into allocation decisions and offers both Investment Management and Wealth Management Oversight services on a discretionary basis.

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.

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® certificant with 12 years of industry experience. He is currently with Operose Advisors LLC, where he has worked since 2022, following a nine-year tenure at Landaas & Company. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm’s services include investment policy development, asset allocation, manager selection, portfolio construction, and retirement plan oversight, with a focus on using mutual funds, ETFs, alternative investments, and separately managed accounts.

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.

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.

Peter Schumacher is a financial advisor with Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He worked at Johnson Wealth Inc. for nine years before joining Oarsman Capital in 2022. Oarsman Capital provides investment-management services, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, broad sector diversification, tax-efficient strategies, and low turnover, employing AI-based tools and discretionary management in its portfolio construction.

Robert Draper is a Series 65-licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners is an employee-owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm employs proprietary research and an ESG scoring overlay in its investment process and integrates AI and data science tools with human oversight.

Jonathan Smucker is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation and 13 years of industry experience. He has been with Marietta Investment Partners since 2015. Marietta Investment Partners is an employee-owned SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm employs proprietary research and an ESG scoring overlay in its global growth and equity strategies, supported by AI and data science tools overseen by the investment team.

Robyn Abel is a financial advisor with Landaas & Company in Milwaukee, WI. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Landaas & Company in 2022, Robyn worked at Baird and Wetzel Brothers, an RR Donnelley company. Landaas & Company provides investment advisory and financial planning services to individual investors, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerance and objectives, offering both discretionary and non-discretionary asset management.

Nathan Corroy is a CFP® professional at Richardson Capital Management, LLC with 11 years of industry experience. He has been with Richardson Capital Management since 2014. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial consulting. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and occasionally less-liquid vehicles, while also offering account aggregation and formal Family Office services.