Jeremy John Mc Arthur

William Walsh is a financial advisor with Bridgeport Asset Management, LLC in Madison, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Cabot Lodge Securities since 2013 and CL Wealth Management LLC since 2011. Walsh is also a licensed insurance agent, occasionally placing fixed insurance products. Bridgeport Asset Management provides investment management and advisory services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans. The firm manages model portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis to guide investment decisions.

Having spent the first decade of my career with a large wealth management firm in Seattle, I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, widowers, caregivers, and families affected by major health events. Their stories resonate with me because my dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. He has had brain radiation, chemotherapy, and immunotherapy. We have navigated oncologists, surgeons, palliative care doctors, neurologists, endocrinologists, pain clinics, psychiatrists, social workers, pain clinics, nutritionists, and more. Since then, I’ve been drawn to people going through similar situations. I enjoy our conversations, hearing what is important, and helping them navigate the uncertainty life throws at them. Through these conversations, I have learned that when faced with loss and grief, brain fog usually takes over. What was once easy becomes challenging. Sometimes, only one person was involved in the financial decisions and the survivor needs another layer of support. I meet people where they are, listen, and organize what needs to be done to build financial security. I help people make sense of what is urgent and what can wait. Together, we’ll do tax planning, review estate plans, build customized investment portfolios to create the income they need, and more. Then, I am with them every step of the way. I graduated Summa Cum Laude from Seattle University. I hold the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Life Underwriter® designation, and I am a Registered Life Planner®. Outside of work, you can find me playing tennis, running with my wife, biking, hiking, attempting to play the guitar, or cooking.

Eric Adler is the principal of Adler Financial in Madison, WI, holding a Series 66 designation with 12 years of industry experience. His work history includes roles at Ameriprise Financial Services, Coordinated Capital Securities, and his current position as Director of Finance at AFLatex Technologies, a company focused on technology for processing and stabilizing natural rubber and latex. At AFLatex, he manages the finance department overseeing contract details, accounting, taxes, and financing. Adler Financial provides investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a combined fundamental and quantitative analysis approach to tailor portfolios and offers services such as pension consulting and tax preparation.

Scott Nelson is the principal advisor at Nelson Financial Services in Middleton, WI. He holds Series 63 and Series 65 designations and has 26 years of experience in the financial industry. His prior roles include positions at NFP Retirement, WEA Member Benefits, Amerus, and Massmutual. Nelson Financial Services is an independent, state-registered investment adviser that serves individual and high-net-worth clients, as well as retirement accounts. The firm employs a passive, long-term buy-and-hold strategy using mutual funds and ETFs, with portfolios reviewed at least monthly and managed on a discretionary basis under ERISA fiduciary standards.

Mark Ziety is a CFP®-certified financial advisor with 18 years of industry experience. He is the sole advisor at WisMed Financial, Inc., where he has worked since 2020. Prior to that, he was with Ellenbecker Investment Group, Inc. and Shakespeare Wealth Management, Inc. from 2009 to 2020. WisMed Financial, Inc. is a fee-only registered investment adviser serving individuals, employer-sponsored retirement plans, and institutional clients. The firm combines tailored asset allocation with both passive and active strategies, integrating financial planning and portfolio management while accommodating socially conscious investing and client-specific restrictions.

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.