Nkozi Knight is a financial advisor with Thrivent Investment Management in Germantown, WI, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Thrivent, Knight worked at Northwestern Mutual Investment Services and U.S. Bank. Outside of advising, Knight owns multiple businesses including GreenHomeHub, a cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media enterprise, and serves on the boards of the Marquette University Alumni Association and Greater Galilee Community Development Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary portfolio management, and allows clients to integrate planning with managed-account services through its WealthPlan option.

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Luke La Manna is a CFA® charterholder and founder of Founder360° Family Office with one year of experience in the financial advisory industry. His prior work includes five years at Cottage Row Partners and two years at Reinhart Partners, Inc., alongside nearly a decade at Lakeshore Family Dentistry. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family-office services, discretionary investment management, personal financial planning, and a proprietary business diagnostic software platform, combining portfolio management with enterprise value analysis and tax-aware financial planning.

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Liran Amir is a Series 65-licensed financial advisor with SKP Wealth in Glendale, WI, bringing one year of industry experience. He is also the founding and managing partner of Sakura Partners, LLC, an accounting firm where he dedicates part of his time. SKP Wealth offers fee-only wealth management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, pension plans, and charitable organizations. The firm integrates tax-aware planning with investment strategies that include passive and active funds, alternative investments, and socially conscious options, and provides a subscription-based Financial Wellness program alongside donor-advised fund services and educational seminars.

Craig Gonn is a financial advisor with Vision Financial Services LLC in Grafton, WI, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His career includes roles at Bartlein Barrels and Harbour Investments, Inc. He also provides consultation on a wide variety of financial decisions through a separate consulting activity. Vision Financial Services LLC serves individual investors, small businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts by offering portfolio management, financial consultation, and third-party money manager recommendations. The firm typically tailors portfolios using client interviews and modern portfolio theory and manages most accounts on a non-discretionary basis.

Ronald Larson is the sole advisor at Larson Wealth Management, LLC, an independent firm based in West Bend, WI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding his firm in 2013, he coached high school basketball during the 2013–2014 season. Larson Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple analysis methods in its investment decisions and integrates insurance analysis and product placement into its services.

Diane Esser is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at Direction Financial Management, LLC since 2012. Her background includes integrating financial planning with tax services through her CPA credential and affiliation with an in-house tax practice. Direction Financial Management is an independent, fee-only firm serving individuals, families, trusts, retirees, professionals, and small business owners. The firm provides consultative financial planning and investment advice based on a long-term, passive approach using Modern Portfolio Theory and broad index fund exposure, focusing largely on non-securities planning areas such as tax, estate, and risk management.

Kevin Chapman is the sole advisor at Crossover Capital Trading LLC in Germantown, WI. He holds Series 63 and Series 65 licenses and has 13 years of self-employed experience, with one year specifically at his current firm. Crossover Capital Trading LLC provides discretionary portfolio management for individual clients using a proprietary price-momentum model to trade exchange-traded funds, including leveraged and inverse ETFs. The firm focuses on price-based signals with short holding periods and aims to limit market exposure while managing accounts daily without taking custody of client assets.

Matthew Dunham is a financial advisor at Dream Lake Financial LLC in Saukville, WI, with four years of industry experience. He holds a Series 65 designation and previously worked at Affiliated Financial Advisors, Inc., BDO USA, LLP, and the Milwaukee Fire Department. Dunham is also the owner of Dream Lake Tax and Accounting, dedicating part of his time to this tax and accounting business. Dream Lake Financial LLC provides investment management, financial planning, and tax preparation services to individuals, charitable organizations, and corporations. The firm employs an investment approach based on modern portfolio theory, using fundamental analysis and a mix of passive vehicles, and offers both discretionary and non-discretionary strategies alongside comprehensive financial planning and in-house tax services.

Martin Mcdevitt Jr. is the sole advisor at McDevitt & Bird Investment Management Co. with 14 years of industry experience and over 30 years at the firm. Based in Mequon, WI, he manages individual and institutional accounts. McDevitt & Bird Investment Management Co. provides discretionary and non-discretionary investment management for individuals, estates, trusts, corporations, pension, and charitable accounts, managing approximately $8.9 million. The firm employs multiple analytical methods and emphasizes individual securities, maintaining a small, closely supervised practice with institutional-style standards.

David Lake is a financial advisor with Capital Wealth Advisors, Ltd. in West Bend, WI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Capital Wealth Advisors since 2010 and has been involved with RIA Services LLC since 2015. Outside of his advisory roles, he is a member and executive vice president of Black Earth LLC, a real estate investment company. Capital Wealth Advisors, Ltd. provides financial planning, investment management, and consulting services to individuals, trusts, retirement plans, and business entities, as well as sub-advisory services to other financial firms. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and offers ongoing portfolio monitoring and reviews.

Nicholas Henning is a financial advisor with Elevated Private Wealth in Hartland, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management and the U.S. Department of Veterans Affairs. He is also involved in insurance sales and operates an investment-related advisory business through Big Paw Advisory, LLC. Elevated Private Wealth offers 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 that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly account reviews and ongoing tax consultation.

Brittany Falkner is a CFP® with nine years of experience in the financial services industry. She is currently with Boardwalk Financial Strategies LLC, where she has worked since 2023. Her prior experience includes roles at Charter Capital Management, Inc., Liberty Financial Group, Inc., and Financial Service Group, Inc. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans, with a focus on long-term, globally diversified portfolios driven by asset allocation and documented risk tolerances. The firm manages approximately $197.6 million across roughly 85 client relationships and employs strategies primarily through mutual funds and ETFs.

Dave Isaacson is a financial advisor at Morgan Dempsey Capital Management LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Morgan Dempsey in 2019, he worked at firms including Schenck Investment Solutions LLC and CliftonLarsonAllen Wealth Advisors, LLC. Since 2025, he has also served as Senior Vice President and Portfolio Manager at a Wisconsin-based trust company. Morgan Dempsey Capital Management provides equity-focused investment and wealth management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a bottom-up, fundamentally driven value approach and offers strategies including Large Cap Value, Enhanced Income, and Micro-Cap, as well as serving as sub-advisor to a Large Cap Value ETF.

Christine Sharratt is a Series 65 licensed advisor with Elevated Private Wealth in Hartland, WI, and has three years of experience in the financial industry. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and had a background in tax airfreight. Outside of her advisory role, she owns and operates Elle Wealth Management, LLC. Elevated Private Wealth provides investment advisory services to individuals and high net worth clients, offering tailored portfolio management and asset allocation strategies through discretionary and non-discretionary arrangements. The firm utilizes multiple investment methods and operates managed account programs with a focus on risk management and client-specific restrictions.

David Rosenow is a financial advisor at CWP Private Wealth Management with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HBW RIA Services LLC and Ausdal Financial Partners, Inc. Outside of advisory work, he is an independent insurance agent with experience dating back to 1986. CWP Private Wealth Management provides discretionary investment management, financial planning, and business consulting to professionals in the financial services industry, serving a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, technical, charting, and cyclical analysis across various asset types, and offers sub-adviser services to other advisers.

William Baxter is a financial advisor at Paladin Partners in Hartland, WI, holding CFP® and ChFC® designations with 22 years of industry experience. He has been with Paladin Partners since 2009. Outside of his advisory role, he serves as an instructor with Kaplan/Dearborn. Paladin Partners serves individual clients, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing multiple analysis methods and favoring familiar third-party managers, while also dedicating a portion of its consulting to business planning and related services.

Christopher Grant is a financial advisor at Grant Koehler & Levin Ltd. with 27 years of industry experience. He has been with Grant Koehler & Levin and Polar Investment Counsel, Inc. since 2003. He holds a Series 63 designation. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and borrowing in portfolio management.