Jeffrey Scott Stein

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.

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 Series 65-licensed financial advisor with Wisconsin Wealth Advisors, LLC, bringing eight years of industry experience. He has been affiliated with Wisconsin Wealth Advisors since 2012 and also operates as a sole proprietor. In addition to his advisory role, he works as an insurance agent, dedicating a small portion of his time to fixed insurance sales. Wisconsin Wealth Advisors primarily serves individual and high-net-worth clients, providing investment advice, financial planning, and retirement plan services. The firm manages approximately $158 million across three advisors, employing both fundamental and technical analysis in portfolio management with regular account reviews.

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 14 years of experience in the financial services industry. He is currently a financial advisor at Wisconsin Wealth Advisors, LLC, and has held roles at Harbour Investments, Inc. and Woodbury Financial Services, Inc. Fosdick also serves as president and owner of Madison Sports and Social Club LLC and is involved in tax preparation through WWA Tax Services LLC. Wisconsin Wealth Advisors provides investment advice and financial planning primarily to individual and high-net-worth clients, offering discretionary and non-discretionary asset management, retirement plan advisory, and standalone consulting. The firm manages approximately $158 million across three advisers and employs portfolio strategies based on client-specific Investment Policy Statements.

Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been affiliated with Wisconsin Wealth Advisors since 2009 and previously worked with Harbour Investments, Inc. Swenson also serves on the boards of the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors offers investment advice and financial planning primarily to individual and high-net-worth clients, managing approximately $158 million across three advisors. The firm employs client-specific Investment Policy Statements and combines fundamental and technical analysis in portfolio construction, providing both discretionary and non-discretionary management.