Jahanguir Azodi is the sole advisor at Virtual Investment Planning LLC, holding Series 65 and Series 66 licenses with 27 years of industry experience. His prior experience includes roles at Aspire Wealth Management, Berthel Fisher & Company, and operating his own CPA and investment practice. He is also an author of a published accounting and tax book and manages a wealth management, insurance, and tax services firm. Virtual Investment Planning LLC provides wealth management and financial planning primarily to individual clients, focusing on retirement accounts and diversified portfolio construction using mutual funds, ETFs, and individual securities. The firm combines fundamental and technical analysis with a long-term investment approach and utilizes both direct management and third-party Independent Managers.

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.

Andrew Gile is a financial advisor at A. Gile & Co. with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army with the Department of Defense for eleven years. Outside of advising, he holds a paid internship position with Malik Law Group. A. Gile & Co. provides portfolio management and financial planning services for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm uses a rules-based value investing approach focused on individual equities and bonds, with an emphasis on tax efficiency and risk management, including hedging strategies.

Shaun Balding is a financial advisor with Wisconsin Wealth Advisors, LLC, holding a Series 65 designation and bringing eight years of industry experience. He has been associated with Wisconsin Wealth Advisors since 2012 and operates as a sole proprietor offering fixed insurance sales. Wisconsin Wealth Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management, ERISA plan advisory, and financial consulting. The firm uses fundamental and technical analysis to guide asset allocation and provides regular account reviews and comprehensive consulting deliverables.

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 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.

Patrick Fosdick is a CFP® professional with 14 years of industry experience, currently serving at Harbour Investments, Inc. He has held roles at Wisconsin Wealth Advisors and WWA Tax Services LLC, and has been involved in independent insurance sales since 2011. Outside of his financial advisory work, he is president and owner of Madison Sports and Social Club and serves as an at-large board member of the Providence Square Unit Owners Association. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, charities, corporations, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments and offering model-based solutions through a subscription platform.

Chris Swenson is a financial advisor at Wisconsin Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Wisconsin Wealth Advisors since 2009. Swenson serves on the boards of the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management, ERISA plan advisory, and financial consulting. The firm uses fundamental and technical analysis to guide asset allocation and employs a mix of long-term, short-term, and trading strategies, managing approximately $114 million in client assets.

Emily Olson is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2014. In addition to her advisory role, Olson operates as an independent insurance agent, providing services including equity indexed annuities. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities, with ongoing monitoring and periodic reviews.

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.

Kevin Linsmeier is a financial advisor at MissionSquare Retirement with four years of industry experience. He holds the Series 66 designation and previously worked at Retirement Plan Advisors, LLC and Cambridge Investment Research Inc. Prior to his financial career, he served as a police officer and detective for the City of Madison Police Department for 31 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services supported by Morningstar Investment Management’s personalized investment advice and model portfolios.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Dustin Meisel is a financial advisor at Cornerstone Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments and U.S. Bank. Outside of his advisory role, he is involved with Mr. Brew Taphaus, a business he has been part of since 2016. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations with asset management, financial planning, and retirement consulting. The firm utilizes advisor-led discretionary management and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis to tailor investment advice to client goals.

Susan Olson is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour since 2007. Olson also operates Susan Olson Insurance & Financial Solutions and works as an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of services including portfolio management, wrap-fee programs, and model-based solutions.

David Geschke is a financial advisor with Cornerstone Wealth Management, LLC, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He previously worked at Edward Jones for 16 years before joining Cornerstone Wealth Management and LPL Financial in 2022. Outside of his advisory role, he is a self-employed musician and author. Cornerstone Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous work includes roles at Empower Retirement, the Hoffman Family business, and Little Blossoms Preschool. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Kristi Berg is a financial advisor with Ameriprise in Deerfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Berg is also the owner of Kberg Operations LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized consulting team to support clients’ retirement planning needs.

Mary Homan is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has worked at Edward Jones since 2017 and has prior experience in hospitality and event services. Mary is also involved with Springbrook Events as a server. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.