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.

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.

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.

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. She holds a Series 65 designation and has 10 years of industry experience, all with her current firm. Charter Capital Management, LLC 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 and a “growth at reasonable prices” approach to investing, combining passive and active investment strategies while offering tax-aware planning and retirement plan support.

Michael Palmisano is a financial 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, following prior roles at Cambridge Investment Research and Diversified Capital Management. He is also a licensed independent insurance agent and a notary public. 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 uses a combination of direct management and third-party managers, serving a diverse client base including 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® and Series 66-registered financial advisor with 11 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 investment advisory services to a range of clients, including high-net-worth individuals, families, trusts, and retirement plans. The firm offers both discretionary and non-discretionary management, utilizing mutual funds, ETFs, alternative investments, and separately managed accounts, and is known for sponsoring the Operose Capital Funds and providing integrated tax and accounting services through its affiliated subsidiary.

William Haese is a financial advisor with Haese Financial Group Inc in Jackson, WI, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been associated with Haese Financial Group and Superior Financial Services, Inc. since 2000. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm generally manages assets on a non-discretionary basis, using written investment policy statements and diversified allocations implemented primarily through no-load or low-load mutual funds and ETFs, and also offers ancillary accounting and tax services.

Alexander Mirsberger is a Series 66-registered advisor with Richmond Investment Services LLC in Mequon, WI. He has approximately one year of industry experience and has previously worked at PwC. Richmond Investment Services provides discretionary and non-discretionary investment advisory services, financial planning, estate planning, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm manages over $450 million in discretionary assets and integrates economic, fundamental, and technical analysis to construct customized portfolios across multiple asset classes.

Julia Anderson is a financial advisor with Haese Financial Group Inc, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 42 years of industry experience, with prior roles at The PRUDENTIAL INSURANCE COMPANY OF AMERICA and PRUCO Securities, LLC. Outside of financial advising, Anderson 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, trusts, and small businesses. The firm manages assets primarily through globally diversified portfolios using no-load or low-load mutual funds and ETFs, and it offers ancillary accounting and tax services alongside its advisory work.

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.