Eugene Szaj is a financial advisor at Disciplined Financial Services, Inc. in New Berlin, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Disciplined Financial Services since 2015. Disciplined Financial Services, Inc. is an independent registered investment adviser serving individuals, trusts, estates, corporations, retirement plans, and other entities. The firm provides discretionary and non-discretionary portfolio management, account manager selection, performance evaluation, and financial and retirement consulting, using a combination of fundamental, technical, and quantitative methods in its investment approach.

William Niewoehner is the sole advisor at WHN Investor Services, Inc. in Brookfield, WI, holding a Series 63 designation with 24 years of industry experience. He has been with WHN Investor Services since 1981. WHN Investor Services provides discretionary investment management to high-net-worth individuals and consulting services to institutional corporate retirement plans. The firm specializes in customized portfolios focused on dividend-paying large-cap stocks and fixed income for individuals, and offers investment policy statement development, asset allocation recommendations, manager searches, and performance evaluation for institutional clients.

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.

Erik Kroll is a CFP® professional with 11 years of experience in financial advising, currently operating Hilltop Financial Advisors in Milwaukee, WI. He has also worked as a paraplanner for other financial advisors in an independent contractor capacity since 2017. Hilltop Financial Advisors serves individual clients by providing investment management and a range of financial planning services, including comprehensive plans, ongoing planning relationships, and specialized consultations. The firm primarily employs passive, asset-allocation portfolios using index funds and ETFs, with discretionary management and occasional active management supplements.

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.

Todd Marescalco is a financial advisor at Navigant Consulting with 13 years of industry experience. He holds a Series 66 designation and has worked at Navigant Consulting since 2017, following three years at Investment Fee Solutions. Outside of his advisory role, he volunteers financial advice to SynSel Energy, a bio-refinery startup, without compensation. Navigant Consulting Group, LLC serves high-net-worth individuals and trusts, focusing on discretionary portfolio management and consulting on trust and estate investment matters. The firm emphasizes fee and performance analysis, customized portfolios, and operates primarily as a directed party for corporate trustees.

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.

Robert Sperka is the sole advisor at Sperka Investment Management, LLC, an independent registered investment adviser based in New Berlin, WI. He holds a Series 65 designation and has four years of industry experience, including roles at The Kinetic Company, Inc. and US Bank. Sperka Investment Management, LLC provides discretionary asset management services to individuals, high-net-worth clients, and trusts. The firm employs both fundamental and technical analysis to create portfolios aligned with client goals and risk tolerance, offering features such as discretionary trading authority, quarterly reviews, and tax-loss harvesting.

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.

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

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.

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.

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.

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.

Craig Pluta is a financial advisor at Alliance Wealth Management Milwaukee, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Alliance Wealth Management since 2007. Pluta also maintains activities in insurance and real estate. Alliance Wealth Management Milwaukee, Inc. provides financial planning and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers written analyses and recommendations based on client information and employs fundamental, technical, and cyclical analysis with periodic reviews and ongoing consulting.

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.

Jason Behr is a financial advisor at Morgan-Aly Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he serves as Treasurer for the nonprofit Early Music Now and as a trustee for Luther Memorial Chapel. Morgan-Aly Wealth Management serves individual clients, including both high-net-worth and non-high-net-worth households, as well as select small corporations. The firm employs proprietary model strategies and an Intrinsic Value Formula for discretionary asset management, focusing on individual stocks, fixed income, ETFs, and occasionally insurance annuities.