Maribeth A Brown

William Walsh is the sole advisor at Bridgeport Asset Management, LLC, with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Cabot Lodge Securities, CL Wealth Management LLC, and Workman Securities Corporation. He is also a licensed insurance agent who occasionally places 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 range of investment vehicles and employs fundamental, technical, and cyclical analysis to guide investment decisions.

Long before I knew what CFP® meant, I was very interested in money and personal finance. Although I was unsure what my career would ultimately look like, I wanted to be confident and secure in my family's finances and future. In my final year of college, I was fortunate to study under the head of the finance department, who was also a practicing financial planner. From that point forward, the idea of being an independent financial advisor— a trusted partner serving people just like my parents— was my dream job. The first decade-plus of my career was dedicated to building the experience, knowledge, and credentials required to best serve my clients. In 2021, I founded Kardinal Financial to continue this pursuit and to deliver the ideal financial planning experience, unshackled by the status quo and constraints of "this is how it's always been done." Everything at Kardinal Financial—the relationship structure, the investment philosophy, the technology, the fees, everything—is designed to best serve my clients. I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. When I'm not working, you'll likely find me spending time with my wife (Maggie) and kids (Rose & Calvin), playing soccer, watching Manchester United, or on a walk with a good podcast.

James Byrd is a financial advisor at Midwest Asset Management, Inc. in Middleton, WI, with 39 years of industry experience. He holds a Series 63 designation and has been with Midwest Asset Management since 1987. Outside of his advisory role, he has worked part-time in the stocking department at a hardware store. Midwest Asset Management, Inc. is an independent registered investment adviser that provides quantitative portfolio management and consulting services to high-net-worth individuals, institutions, and other financial firms as a sub-advisor. The firm employs a systematic, disciplined approach focused on active equity and fixed-income strategies as well as passive multi-asset portfolios, emphasizing customized reporting and limited trading.

Konrad Zagzebski is a CFP® and holds a Series 66 license, currently serving as the sole advisor at ShellCrest Financial LLC with seven years of industry experience. His prior roles include positions at Capital Point Financial Group, LPL Financial, and VS Networks LLC. He is also a director of the D. Zagzebski Family Foundation. ShellCrest Financial LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside recommendations of outside managers and third-party professionals, with a focus on client-specific policies that combine passive and active investment vehicles.

Scott Nelson is the principal advisor at Nelson Financial Services and holds Series 65 and Series 63 licenses. He has 26 years of industry experience, including roles at NFP Retirement, Inc., WEA Member Benefits, Amerus, and Massmutual. Nelson has operated his independent advisory firm both before and after a period of inactivity since its original formation in 2009. Nelson Financial Services is a small, independent investment adviser serving individual and high-net-worth clients as well as retirement accounts. The firm uses a passive, long-term asset allocation approach based on Modern Portfolio Theory, providing discretionary investment management with monthly portfolio reviews and rebalancing.

Kathryn Hankard is a CFP® with 19 years of industry experience and the principal advisor at Fiscal Fitness, LLC in Verona, WI. She has been with Fiscal Fitness since 2006 and has additional experience with Supreme Health & Fitness and the YMCA. Outside of her advisory role, she serves as a part-time lecturer at UW-Madison, is a board member of the non-profit GPN Alliance, and is involved in SIMPLE IRA administration through Hankard Environmental Inc. Fiscal Fitness, LLC provides fee-only, as-needed financial planning and investment advice to individuals, couples, families, and some small businesses without income or asset minimums. The firm employs a structured planning process and favors a long-term, passive investment approach using low-cost index funds, offering project-based engagements that conclude with written recommendations rather than ongoing portfolio management.