Ryan James Russell

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.

It's my passion to offer complete financial advice to everyone, no matter their age, job, or wealth. I aim to make a difference by promoting a meaningful financial future through fee-only services based on purposeful financial planning. It was back in 2007 when I embarked on the journey of setting up my first 401(k) account. Admittedly, I was quite ignorant about the significance of those characters and how the funds I was allocating would impact my financial future. It was the seasoned advice of my experienced colleagues that nudged me to seize this benefit. As my curiosity grew, I stumbled upon invaluable resources such as the Bogleheads forum , an expansive hub for all things related to personal finance. I eagerly delved into the realm of personal finance, devouring every piece of information I could lay my hands on. I was so enticed by the potential of this idea that I made the decision to leave my position with the Wisconsin Department of Financial Institutions. My goal was to pursue a master's degree in Family Financial Planning at the University of Nebraska, and ultimately fulfill all the requirements to become a CERTIFIED FINANCIAL PLANNER®. This journey not only led me to academic success, but also provided me with a diverse work background. During this time, I gained valuable experience in various areas such as retirement planning, tax services, investment management, and workplace benefits, all of which were acquired from some of the most reputable companies in the financial services industry. When I’m not nose deep in spreadsheets, I enjoy spending time on the lake with my family, hiking, running, and cheering on our beloved Green Bay Packers. I LOVE visiting national parks. If I ever need less of an adventurous getaway, I enjoy visiting wine countries in northern California and the valleys of Northwest Oregon.

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.

Roy Neuenschwander is a Series 65-registered financial advisor with 17 years of industry experience. He has been with Neuenschwander Asset Management, LLC since 2003. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily employing passively managed index funds and ETFs, and incorporates portfolio modeling and Monte Carlo simulations in its financial planning process.

Thomas Ludwig is a Series 65 licensed financial advisor at Stockbridge Private Wealth Management, LLC with 11 years of industry experience. He has been with Stockbridge Private Wealth Management since 2014. Stockbridge Private Wealth Management is a family-owned registered investment adviser serving individual and high-net-worth clients through discretionary asset management and comprehensive financial planning. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory concepts, managing approximately $52 million for about 90 clients with a small advisory team.

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.