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.

Sara Williams is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Coordinated Capital Securities in two separate periods, totaling over 17 years, with a brief tenure at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and utilizes a network of independent Financial Professionals to manage client accounts with various investment strategies.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Fort Atkinson, WI, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

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.

Traci Peterson is a Series 66-licensed financial advisor with LPL Financial in Marshall, Wisconsin, and has 18 years of industry experience. She has been associated with Great Valley Advisor Group, Inc. and LPL Financial since 2015. Outside of her advisory role, she is co-owner of a business focused on building and selling custom homes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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.

Mark Meier is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2020. Prior to that, he worked at R. Meier, Inc. for 14 years. He is a member of the Saint Joseph Parish Finance Council. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

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.

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.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) based in Jefferson, WI. She holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to her current role, she worked at Zimbrick BMW for six years. Outside of her advisory work, she is active in the Rotary Club of Lake Mills, serving as Chair of the Programs and Public Image committees, and operates an eBay resale store with her family. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than discretionary mandates.

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.

Todd Wolff is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Financial Impact Advisors, Cetera Advisor Networks, LPL Financial, and Noel-Schopen Inc. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.

Debra Ranguette is a financial advisor at CWM, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of her advisory role, she is a partner in an accounting and tax firm and serves as a director on the board of a local bank. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and partners with various technology and sub-advisory platforms.

Taylor Smithyman is a CFP® and holds a Series 66 license with 10 years of industry experience. He is a partner at Business & Tax Systems, LLC, an accounting firm providing tax preparation, tax planning, accounting, and payroll services. Smithyman also serves as president of the Rotary Club in Fort Atkinson, WI. He has worked at Financial Impact Advisors, CWM, LLC, CETERA Advisor Networks LLC, and LPL Financial. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

James Gehring II is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Watertown, WI, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Wendy Petersen is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience at Keller Williams, DoorDash, Cielo Talent, and Montage Talent. Outside of her advisory role, she is involved in managing vacation rental properties and serves as a Sunday School co-director at St. Paul’s Lutheran Church in Oconomowoc, WI. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Michael Williams is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Watertown, WI office. Williams also serves on the Board of Directors for Buckets for Hunger in Oregon, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wendt is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Investment Centers of America. Outside of his advisory role, Wendt serves on the investment committee for Badger Bank and is involved in property management and real estate resale through his own limited liability companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of investment platforms and strategies.

Jeffrey Stein is a financial advisor with Ameriprise in Cambridge, WI, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of Buckets for Hunger, a nonprofit organization. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.