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.

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

Tyler Sass is a financial advisor at Associated Investment Services, Inc. with eight years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Waterstone Bank, LPL Financial, and PNC Bank. Outside of finance, he operates a Twitch streaming channel focused on live video game content. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Daniel Wilson is a CFP® professional with 28 years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Cedarpoint Investment Advisors and Johnson Bank. Aprio Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, and business entities, offering tailored portfolio management and financial planning services. The firm employs a multi-advisor team approach, managing approximately $2.64 billion, and provides access to private investment opportunities alongside comprehensive due diligence and ongoing client monitoring.

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Andrew Hughes is a financial advisor at Lifemark Securities Corp. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Thrivent Financial for Lutherans and Farmers Financial Solutions. Outside of his advisory role, Hughes volunteers as a basketball coach and officiates high school basketball games, and he serves on the finance council at St. Joan of Arc Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and manages accounts on both a discretionary and non-discretionary basis using a range of managed account options and platform tools.

Edward Noll is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and three years of industry experience. He has worked at Belpointe since 2022 and has held roles at Navigation Wealth Management, UW-Whitewater, The Bikesmiths, and Arrowhead High School. Outside of his advisory work, he owns and manages a residential rental property in Oconomowoc, WI. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios through a combination of internal construction and third-party managers.

Tucker Johnson is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. Before joining McAdam in 2022, he held various roles including positions at Mike Ives Realty and the University of Wisconsin. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach to portfolio management and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Jacob Falkenthal is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2021. Prior to joining Belpointe in 2025, he worked at Navigation Wealth Management and Northwestern Mutual, and spent 14 years at ProAmpac. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Joseph Biwer is a financial advisor at Belpointe Asset Management LLC and holds a Series 65 credential. He has prior experience at Navigation Wealth Management and Corporate Valuation Advisors, as well as roles in education at the University of Wisconsin-Whitewater and Arrowhead High School. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and supports various affiliated businesses and product sponsorships alongside its advisory practice.

Nathan Littrell is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Harbour Investments, Inc. and Littrell Financial, where he serves as owner and operator. His prior experience includes roles at Northwestern Mutual and several insurance companies. Outside of his advisory work, Littrell is a volunteer firefighter and serves as a practicing attorney representing indigent defendants in criminal misdemeanor cases. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to build customized investment strategies and offers model-based solutions through a subscription platform.

Luke Will is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Belpointe Asset Management LLC. His prior roles include positions at D.H. Hill Securities, Park Avenue Securities, Guardian Life Insurance, and Waddell & Reed Inc. Outside of his advisory work, he is a co-owner of Maximus Capital, a real estate investing venture. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a blend of passive, active, tactical, and blended strategies tailored to client objectives.

William Oswald is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He holds Series 63 and Series 65 licenses and is based in Watertown, WI. Oswald is a 50% owner of Oswald Konz Financial Group, an entity created for securities business, and co-owns OKG Properties, LLC, which operates the building housing his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, while offering advisors access to a broad range of securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Brian Konz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Commonwealth since 2009 and is a co-owner of Oswald Konz Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and services. The firm acts as a platform and back-office provider, offering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Donald Savaglia is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and over a decade of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, and OSAIC. He also operates Donald R Savaglia LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, utilizing both discretionary and model-based portfolio approaches.

Joseph Pometto is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Co, SuiteDynamics, Anchor Group, and Selle Financial. Outside of advisory work, he is involved in entrepreneurial activities as CEO of Dovetail Consulting, LLC, which oversees several related businesses, and he is also active in music performance as the owner of Inherit the Earth. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio management approaches and providing access to multiple custodial platforms and third-party programs.

Shawn Robinson is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab since 2015, including a recent role at Schwab Wealth Advisory, Inc. Charles Schwab serves a broad client base with a comprehensive range of investment services and advisory solutions.

Stacy Tomlinson is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior work includes roles at Simplicity Investments, Lincoln Financial, Lincoln Financial Advisors, Inc., and Northwestern Mutual. TLG Advisors is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.