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 at Coordinated Capital Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Coordinated Capital Securities in two separate periods totaling 17 years, with additional experience at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a range of discretionary and non-discretionary management programs and employs a team of 16 professionals managing approximately $137 million for around 186 clients.

Daniel Wilson is a CFP® with 29 years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Cedarpoint Investment Advisors and Raymond James Financial. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers both discretionary and non-discretionary management, and coordinates with affiliated accounting professionals while maintaining separate advisory arrangements.

Nathan Littrell is a CFP® professional with 11 years of industry experience, currently advising at Harbour Investments, Inc. He has held prior roles at firms including Northwestern Mutual and IronwoodDrive Financial Group. Outside of financial advising, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent defendants. Harbour Investments, Inc. serves a diverse client base, including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by advisors and approved third-party managers.

Valerie Jones is a ChFC® credentialed advisor with six years of experience at CWM, LLC in Fort Atkinson, WI. Her prior roles include positions at Financial Impact Advisors and Cetera Advisor Networks, as well as experience in academic settings at the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a wide range of services including portfolio management, financial planning, and retirement-plan solutions.