Jeffrey 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 of Tone Financial Advisors, LLC in Stoughton, WI, with 19 years of industry experience. He holds a Series 65 designation and has operated Tone Financial Advisors since 2006. In addition to his advisory work, he develops software for managing poultry shows through Tone Software Solutions, LLC. Tone Financial Advisors provides portfolio management services to individuals, families, churches, and nonprofit institutions, offering biblically responsible, socially responsible, or values-neutral investment options. The firm emphasizes long-term asset allocation, broad diversification, and periodic rebalancing while applying a conservative Christian stewardship framework for values-based mandates.

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.

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® 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.

Chris Swenson is a financial advisor at Wisconsin Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Wisconsin Wealth Advisors since 2009. Swenson serves on the boards of the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. 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 employs a mix of long-term, short-term, and trading strategies, managing approximately $114 million in client assets.