Andrew Gile

Jahanguir Azodi is the sole advisor at Virtual Investment Planning LLC, holding Series 65 and Series 66 licenses with 27 years of industry experience. His prior experience includes roles at Aspire Wealth Management, Berthel Fisher & Company, and operating his own CPA and investment practice. He is also an author of a published accounting and tax book and manages a wealth management, insurance, and tax services firm. Virtual Investment Planning LLC provides wealth management and financial planning primarily to individual clients, focusing on retirement accounts and diversified portfolio construction using mutual funds, ETFs, and individual securities. The firm combines fundamental and technical analysis with a long-term investment approach and utilizes both direct management and third-party Independent Managers.

It's my passion to offer complete financial advice to everyone, no matter their age, job, or wealth. I aim to make a difference by promoting a meaningful financial future through fee-only services based on purposeful financial planning. It was back in 2007 when I embarked on the journey of setting up my first 401(k) account. Admittedly, I was quite ignorant about the significance of those characters and how the funds I was allocating would impact my financial future. It was the seasoned advice of my experienced colleagues that nudged me to seize this benefit. As my curiosity grew, I stumbled upon invaluable resources such as the Bogleheads forum , an expansive hub for all things related to personal finance. I eagerly delved into the realm of personal finance, devouring every piece of information I could lay my hands on. I was so enticed by the potential of this idea that I made the decision to leave my position with the Wisconsin Department of Financial Institutions. My goal was to pursue a master's degree in Family Financial Planning at the University of Nebraska, and ultimately fulfill all the requirements to become a CERTIFIED FINANCIAL PLANNER®. This journey not only led me to academic success, but also provided me with a diverse work background. During this time, I gained valuable experience in various areas such as retirement planning, tax services, investment management, and workplace benefits, all of which were acquired from some of the most reputable companies in the financial services industry. When I’m not nose deep in spreadsheets, I enjoy spending time on the lake with my family, hiking, running, and cheering on our beloved Green Bay Packers. I LOVE visiting national parks. If I ever need less of an adventurous getaway, I enjoy visiting wine countries in northern California and the valleys of Northwest Oregon.

Shaun Balding is a financial advisor with Wisconsin Wealth Advisors, LLC, holding a Series 65 designation and bringing eight years of industry experience. He has been associated with Wisconsin Wealth Advisors since 2012 and operates as a sole proprietor offering fixed insurance sales. Wisconsin Wealth Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management, ERISA plan advisory, and financial consulting. The firm uses fundamental and technical analysis to guide asset allocation and provides regular account reviews and comprehensive consulting deliverables.

Thomas Ludwig is a Series 65 licensed financial advisor at Stockbridge Private Wealth Management, LLC with 11 years of industry experience. He has been with Stockbridge Private Wealth Management since 2014. Stockbridge Private Wealth Management is a family-owned registered investment adviser serving individual and high-net-worth clients through discretionary asset management and comprehensive financial planning. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory concepts, managing approximately $52 million for about 90 clients with a small advisory team.

Eric Ludwig is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Stockbridge Private Wealth Management, LLC since 2014 and serves as a professor at The American College of Financial Services and an adjunct professor at Kansas State University, teaching personal financial planning and advanced statistical methods. Stockbridge Private Wealth Management is a small, family-owned registered investment adviser providing discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental and technical analysis with Modern Portfolio Theory and maintains a concentrated advisor-to-client ratio through its two-advisor team.

Patrick Fosdick is a CFP® professional with 14 years of industry experience, currently serving at Harbour Investments, Inc. He has held roles at Wisconsin Wealth Advisors and WWA Tax Services LLC, and has been involved in independent insurance sales since 2011. Outside of his financial advisory work, he is president and owner of Madison Sports and Social Club and serves as an at-large board member of the Providence Square Unit Owners Association. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, charities, corporations, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments and offering model-based solutions through a subscription platform.