Jeffrey Scott Stein

Barry Denny is the sole advisor at Denny, Barry T., an independent registered investment adviser based in Lake Mills, WI. He holds a Series 63 designation and has five years of industry experience, with 17 years as a self-employed registered investment adviser. Prior to his current role, he worked as a senior trust officer. Denny, Barry T. provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. The firm follows a conservative, fundamentally driven investment approach focused on U.S.-registered stocks and investment-grade bonds, emphasizing transparency and quality through selective securities and avoidance of speculative strategies.

Stephen Tone is the principal advisor at Tone Financial Advisors, LLC in Stoughton, Wisconsin. He holds a Series 65 credential and has 20 years of industry experience. In addition to his financial advisory role, he operates Tone Software Solutions, LLC, a company that develops and sells software for managing poultry shows. Tone Financial Advisors serves individuals, families, churches, and nonprofit institutions with discretionary investment portfolio management focused on long-term asset allocation. The firm integrates a conservative Christian worldview and offers biblically responsible, socially responsible, or values-neutral portfolios.

Shaun Balding is a financial advisor at Wisconsin Wealth Advisors, LLC, holding a Series 65 designation with eight years of industry experience. He has been associated with Wisconsin Wealth Advisors since 2012 and operates as a sole proprietor providing fixed insurance sales. Wisconsin Wealth Advisors offers investment management and financial consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm employs both fundamental and technical analysis to build portfolios tailored to client goals, reviewing accounts quarterly and providing a range of advisory and planning services.

Eric Forsman is a financial advisor at Retirement Income Planning LLC in Madison, WI, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise, Prudential Financial Planning Services, and Bankers Life. Forsman also operates as a sole proprietor offering insurance sales and services alongside his advisory role. Retirement Income Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $54 million in discretionary assets. The firm employs a co-advisor model, selecting and monitoring model portfolios from a third-party manager, with client accounts reviewed at least quarterly.

Patrick Fosdick is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wisconsin Wealth Advisors, LLC. He has held roles at Harbour Investments, Inc., and operates WWA Tax Services LLC. Outside of his advisory work, he is president and owner of Madison Sports & Social Club and serves as an at-large board member for Providence Square Unit Owners Association. Wisconsin Wealth Advisors provides investment management and financial consulting services to individuals, including high-net-worth clients, and qualified retirement plans. The firm uses both fundamental and technical analysis to build portfolios aligned with client goals, offering discretionary and non-discretionary management alongside comprehensive planning services.

Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Wisconsin Wealth Advisors since 2009 and operates as a sole proprietor beginning in 2002. Swenson serves as a board member for both the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors provides investment management and financial consulting to individuals and qualified retirement plans, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerances. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, conducting regular reviews that include rebalancing and tax-loss harvesting.