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.

Patrick Fosdick is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wisconsin Wealth Advisors, LLC. He has held roles at Harbour Investments, Inc., and operates WWA Tax Services LLC. Outside of his advisory work, he is president and owner of Madison Sports & Social Club and serves as an at-large board member for Providence Square Unit Owners Association. Wisconsin Wealth Advisors provides investment management and financial consulting services to individuals, including high-net-worth clients, and qualified retirement plans. The firm uses both fundamental and technical analysis to build portfolios aligned with client goals, offering discretionary and non-discretionary management alongside comprehensive planning services.

Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Wisconsin Wealth Advisors since 2009 and operates as a sole proprietor beginning in 2002. Swenson serves as a board member for both the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors provides investment management and financial consulting to individuals and qualified retirement plans, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerances. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, conducting regular reviews that include rebalancing and tax-loss harvesting.