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.

Matthew Buehler is a financial advisor at Erenda Capital with a Series 65 designation and two years of industry experience. His prior roles include positions at Glarus Capital, Ankura Consulting, and operating his own law practice, Buehler Law. Erenda Capital Management is a solo-registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a value-oriented investment approach with concentrated portfolios and offers financial planning without additional charge.

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.

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.

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.

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.

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 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.

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.

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.