James Allan

Barry Denny is the sole advisor at Denny, Barry T., an independent firm based in Lake Mills, WI. He holds a Series 63 designation and has 17 years of experience as a self-employed registered investment adviser. Prior to founding his firm, he had a long background as a senior trust officer. Denny, Barry T. provides discretionary portfolio management for individual investors, retirement accounts, trustees of personal and charitable trusts, and charitable foundations. The firm manages approximately $10.3 million across about 30 client accounts, using a conservative, fundamentals-based investment approach focused on individual stocks and investment-grade bonds while excluding futures, options, shorting, market timing, commodities, and day trading.

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to joining Morling, she held positions at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.

Sara Williams is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Coordinated Capital Securities in two separate periods, totaling over 17 years, with a brief tenure at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and utilizes a network of independent Financial Professionals to manage client accounts with various investment strategies.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Fort Atkinson, WI, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

Daniel Wilson is a CFP® professional with 28 years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Cedarpoint Investment Advisors and Johnson Bank. Aprio Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, and business entities, offering tailored portfolio management and financial planning services. The firm employs a multi-advisor team approach, managing approximately $2.64 billion, and provides access to private investment opportunities alongside comprehensive due diligence and ongoing client monitoring.

Mark Meier is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2020. Prior to that, he worked at R. Meier, Inc. for 14 years. He is a member of the Saint Joseph Parish Finance Council. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.