Trevor Duncan Agnew

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 financial advisor at Wisconsin Wealth Advisors, LLC, holding a Series 65 designation with eight years of industry experience. He has been associated with Wisconsin Wealth Advisors since 2012 and operates as a sole proprietor providing fixed insurance sales. Wisconsin Wealth Advisors offers investment management and financial consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm employs both fundamental and technical analysis to build portfolios tailored to client goals, reviewing accounts quarterly and providing a range of advisory and planning services.

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.

Andrew Gile is a financial advisor at Gile Agnew, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army before entering the financial sector. Outside of advising, he has an internship with Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework with a focus on risk management, including tactical hedging and tax-aware trading, and offers in-house legal services through an affiliated solo law practice.

Eric Ludwig is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Stockbridge Private Wealth Management, LLC since 2014 and serves as a professor at The American College of Financial Services and an adjunct professor at Kansas State University, teaching personal financial planning and advanced statistical methods. Stockbridge Private Wealth Management is a small, family-owned registered investment adviser providing discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental and technical analysis with Modern Portfolio Theory and maintains a concentrated advisor-to-client ratio through its two-advisor team.

Dylan Thorson is a financial advisor at Retirement Capital Advisors with three years of industry experience. He holds a Series 66 license and has previously worked at firms including Horace Mann Investors Inc. and MML Investors Services, LLC. Thorson is also a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. Retirement Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory approach and typically manages portfolios on a discretionary basis, offering advice on equities, fixed income, ETFs, and insurance products including annuities.