Jennifer Mc Adow

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.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

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.