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.

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.

David Sims is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with SIMS Capital Management LLC since 2003. SIMS Capital Management LLC is a small advisory firm managing approximately $56 million across about 16 client relationships. The firm provides discretionary portfolio management for individual investors and manages the publicly traded Eagle Capital Growth Fund, Inc., employing a blend of value and growth stock selection with a specialization in closed-end funds.

Luke La Manna is a CFA® charterholder with two years of industry experience. He is the founder of Founder360° Family Office and previously worked at Cottage Row Partners and Reinhart Partners, Inc. In addition to his financial career, he has worked in family dentistry at Lakeshore Family Dentistry for nine years. Founder360° Family Office provides services to founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm combines family-office services, business advisory, discretionary investment management, and a proprietary business diagnostic software platform, offering a mix of personalized portfolio management and automated tools with an emphasis on integrating enterprise value drivers and personal financial objectives.

Janet Kratz is the sole advisor at Janco Wealth Management in Milwaukee, WI, with 18 years of industry experience. She has been with Janco Investment Counsel since 1985. Janco Wealth Management serves individual and trust clients, providing investment advisory and portfolio management services with a focus on fundamental and cyclical analysis. The firm manages approximately $42.5 million, primarily on a non-discretionary basis, and offers customized asset management along with financial planning tools.

Brian Clarke is a CFP® professional with 22 years of industry experience. He is the sole advisor at Clarke Financial Counsel, LLC, an independent firm he founded after previous roles at Financial Strategies, Incorporated, PNC Wealth Management, and Valic Financial Advisors. Clarke also provides advisory services to clients of Financial Strategies, Inc. separate from his work at Clarke Financial Counsel. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients, focusing on comprehensive, project-based planning without investment management or custody of assets. The firm emphasizes hourly and fixed-fee arrangements and provides services including retirement and estate planning, tax and business planning, and equity compensation guidance.

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.

Peter Merkel is a CFA® charterholder and the sole advisor at Magis Management, LLC, an independent investment advisory firm based in Milwaukee, WI. He has 12 years of industry experience and has led Magis Management since 2013. Magis Management provides one-time investment consulting and ongoing discretionary management to a select group of individual and institutional clients. The firm employs a bottom-up, fundamentally oriented investment approach with an emphasis on long-term total return, incorporating derivatives and leverage strategies that are uncommon among solo independent advisers.

Kevin Sandrock is the sole advisor at Eclipse Asset Management LLC in Milwaukee, WI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Eclipse Asset Management since its founding in 2006. Eclipse Asset Management advises individual clients through separately managed accounts, focusing on fundamental analysis to create tailored portfolios that may include stocks, ETFs, mutual funds, U.S. Treasury securities, and option strategies. The firm manages approximately $8.19 million in discretionary assets across eight accounts and maintains policies such as no account minimums and not taking custody of client assets.

Ryan Green is a financial advisor at Premium Alpha Capital, LLC with one year of industry experience and holds a Series 65 credential. Before his current role, he has worked in various positions, including as a performance coach and marketing specialist at BRX Performance, a sports training facility. Premium Alpha Capital serves individual investors such as retirees and professionals by providing customized investment management focused on income, growth, and downside risk management. The firm employs ETFs, index funds, and options strategies with a combination of technical, fundamental, and macroeconomic analysis to tailor portfolios to clients’ goals and risk tolerances.

Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Frederick Sitzberger is a financial advisor at Bultman Investment Management, Inc. in Brookfield, WI, holding Series 65 and Series 66 registrations with 25 years of industry experience. He previously worked at Sitzberger & Company, S.C. for nearly three decades before joining Bultman Investment Management in 2013. Outside of his advisory role, he owns a commercial real estate building in Brookfield. Bultman Investment Management provides continuous portfolio management for individual, high-net-worth, and institutional clients, utilizing equity no-load mutual funds, ETFs, and fixed-income securities. The firm offers both discretionary and nondiscretionary management, employs fundamental, technical, and cyclical analysis, and serves as a sub-adviser to other investment advisers.

Clarence Christiansen is the sole advisor at Christiansen Asset Management LLC in Mequon, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Christiansen Asset Management since 1997. Outside of his advisory role, he is also an independent health insurance agent. Christiansen Asset Management provides fee-based investment advisory and custom portfolio management services for individuals, couples, retirees, professionals, and retirement accounts. The firm focuses on publicly traded securities and employs a combination of charting, fundamental, technical, and cyclical analysis with a generally long-term investment approach.

Michael Scalise is a CFA® charterholder with 12 years of experience in the financial industry. He is the sole advisor at Summit Financial Management LLC, where he has worked since 2016 following two years at Legacy Wealth Management, LLC. Summit Financial Management LLC serves individuals, charitable organizations, foundations, small businesses, and corporations by providing financial planning, investment consultation, portfolio management, and corporate advisory services. The firm employs a tactical asset-allocation, core-and-satellite investment approach utilizing ETFs alongside actively managed funds and other securities, and it offers regular portfolio reviews and written reports.

Thomas Warden is the principal advisor at Warden Wealth Management, LLC in Milwaukee, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2009. Outside of his advisory work, he serves as president of a condominium association and owns a business consulting firm providing management and marketing advice. Warden Wealth Management offers investment advisory, financial planning, and wealth management services to a select group of individuals and families, including business owners, executives, retirees, and next-generation heirs. The firm employs a primarily fundamental investment approach with diversified portfolios and a focus on long-term allocations tailored to each client’s objectives and risk tolerance.

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.

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.

Jennifer Hipkiss is a CFP® professional with 11 years of industry experience, currently serving at FiduciaOne since 2023. Her prior experience includes roles at Tax Management, Harbour Investments, Thrivent Investment Management, and her own firm, Hipkiss Financial. She serves as a volunteer Board of Director for Adeline Montessori School. FiduciaOne works with individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, providing discretionary portfolio management, retirement plan consulting, and comprehensive financial planning. The firm’s investment process integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, and its team includes licensed insurance agents and Enrolled Agents to offer a combination of advisory and insurance services.

Kurt Mueller is a CFP® with 25 years of industry experience and has been the sole advisor at Family Investment Planning, LLC since 2010. He holds Series 63 and Series 65 licenses and operates out of Elm Grove, WI. Family Investment Planning, LLC provides financial planning, investment consultation, and non-discretionary supervisory services to individuals, trusts, foundations, charities, pension and profit-sharing plans, and businesses. The firm uses a Core + Satellite investment approach focused on passive core holdings combined with select active managers and emphasizes consultation and broader financial planning, operating under a fee-only billing model based on hourly or fixed fees.