William Warnke is a CFA charterholder with 37 years of industry experience. He has been with Warnke/Nichols Ltd. since 1993, where he serves as a principal. The firm provides discretionary portfolio management and investment advice to individuals, families, corporate retirement plans, and nonprofit organizations. Warnke/Nichols Ltd. manages a concentrated client base using a value-oriented investment process focused on fundamental analysis and margin of safety, typically maintaining diversified portfolios of 12–20 stocks with long holding periods and conservative fixed income allocations.

Richard Schiller is a CFA® charterholder with nine years of experience in the financial industry. He is currently an advisor at Pavlic Investment Advisors, Inc., where he has worked since 2021. His prior roles include positions at VP Distributors LLC, Duff & Phelps Investment Management LLC, and Robert W. Baird. Schiller serves as a board member of the Rogers Behavior Health Foundation. Pavlic Investment Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a buy-and-hold, diversified strategy, focusing on individual equities, ETFs, and fixed-income securities, and manages accounts according to client-specific investment policy guidelines.

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.

Jennifer Hipkiss is a financial advisor at FiduciaOne with 10 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Tax Management, Harbour Investments, Thrivent Investment Management, and running her own firm, Hipkiss Financial. She serves as a volunteer board director for Adeline Montessori School, a nonprofit organization. FiduciaOne provides discretionary portfolio management, retirement plan consulting, and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental analysis and modern portfolio theory to guide investment decisions, offering services on hourly, fixed-fee, or ongoing bases.

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-employment experience in the financial industry. Crossover Capital Trading LLC provides discretionary portfolio management to individual clients using a proprietary price-momentum trading model focused on exchange-traded funds. The firm manages approximately $1.1 million across ten client accounts and employs a short-term momentum strategy with daily trade monitoring and performance-based compensation.

Peter Kult is a CFP® with 25 years of industry experience. He has been the sole advisor at Kult Wealth Management Group, LLC since 2003. Kult Wealth Management Group provides personalized wealth and investment management primarily to individual and high-net-worth clients. The firm employs a strategic asset-allocation framework tailored to client goals, tax situations, and risk tolerance, combining passive ETFs and actively managed mutual funds, with services that include income tax and cash-flow planning alongside investment management.

Paul Borges is a CFP® and CFA® charterholder with eight years of industry experience. He is the principal of Borges Financial, an independent advisory firm based in Brookfield, WI. His prior experience includes roles at Contra Investments LLC, Blend Financial, Inc., Ernst & Young, and Nordea, as well as a two-year period at Copenhagen Business School. Borges Financial provides financial planning services to individuals and high-net-worth clients and offers investment consulting to other financial advisors. The firm emphasizes diversified, long-term portfolios based on Modern Portfolio Theory, generally favoring passive investments while allowing active allocations in select cases, and incorporates ESG considerations upon request.

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® and holds a Series 65 license with eight years of industry experience. She is currently with Boardwalk Financial Strategies LLC and has previously worked at Charter Capital Management, Inc., Liberty Financial Group, Inc., and Financial Service Group, Inc. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans with ongoing investment supervisory services and comprehensive financial planning. The firm emphasizes long-term, globally diversified portfolios using mutual funds and ETFs, managing accounts with discretionary authority and a centralized review process.

Dave Isaacson is a financial advisor at Morgan Dempsey Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Trust, CliftonLarsonAllen Wealth Advisors, and Schenck Investment Solutions. Since March 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 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 and serves Qualified Purchasers through separately managed accounts, model portfolios, and sub-advisory services.

Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

Jacob Mayer is a CFP® with 10 years of industry experience and currently serves as an advisor at Cushing Capital Partners, LLC. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Mayer is a partner in Verstand Partners LLC, an entity that seeks to own private real estate and business assets. Cushing Capital Partners serves individual and high-net-worth clients, foundations, businesses, and retirement plan sponsors by providing investment and wealth management, financial planning, consulting, and fiduciary and non-fiduciary plan services. The firm manages client accounts using risk-adjusted, tax-aware asset allocations that combine active and passive strategies and may include allocations to independent third-party managers.

Rhona Vogel is a financial advisor at Vogel Consulting, LLC with 23 years of industry experience. She holds a Series 65 credential and has been involved in her family’s CPA firm, Vogel Consulting Group, S.C., serving as its president since 1993. Vogel Consulting, LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite investment model and provides integrated financial planning, investment advice, and tax preparation.

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Matthew Arndt is a CFP® and CFA® with 18 years of industry experience. He has been with Gallatin Investments, LLC since 2012. Outside of his advisory role, he is also a CPA and provides tax return services through a separate accounting practice. Gallatin Financial Advisors serves primarily individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a disciplined investment approach based on asset allocation and security analysis, providing clients with discretionary account management and tiered subscription planning options.

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.

Steven Nichols is a CFA charterholder with 23 years of industry experience. He has been with Warnke/Nichols Ltd. since 1993, where he is one of two advisors at the firm. Warnke/Nichols Ltd. provides discretionary portfolio management and investment advice to individuals, families, corporate retirement plans, and nonprofit organizations. The firm manages nearly $191 million in client assets using a value-oriented investment process focused on fundamental analysis and a margin-of-safety discipline, typically maintaining concentrated, long-term equity positions and conservative fixed income allocations.

Samuel Verhulst is a financial advisor at Charter Capital Management, Inc. in Brookfield, WI, holding a Series 65 designation with seven years of industry experience. He has been with Charter Capital Management since 2018 and previously worked at Vogel Consulting from 2014 to 2017. Charter Capital Management provides fee-only wealth management and financial planning services to individuals, high net worth clients, 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 individual stock selection, integrating passive index funds and ETFs with select active managers and individual securities.