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.

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.

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.

Roy Neuenschwander is a Series 65-licensed advisor with 17 years of experience at Neuenschwander Asset Management, LLC, where he has worked since 2003. The firm serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, providing discretionary investment management and financial planning services. Neuenschwander Asset Management emphasizes diversified, passively managed portfolios based on Modern Portfolio Theory, employing no-load index funds and ETFs with a buy-and-hold strategy. The firm utilizes institutional platforms, Dimensional Fund Advisors’ software, and maintains unique practices such as locking in advisory fee tiers and leaving proxy voting decisions to clients.

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 Forsman is a financial advisor at Retirement Income Planning LLC in Madison, WI, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise, Prudential Financial Planning Services, and Bankers Life. Forsman also operates as a sole proprietor offering insurance sales and services alongside his advisory role. Retirement Income Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $54 million in discretionary assets. The firm employs a co-advisor model, selecting and monitoring model portfolios from a third-party manager, with client accounts reviewed at least quarterly.

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.

Timothy Neuenschwander is a CFP® with 17 years of industry experience and has been with Neuenschwander Asset Management, LLC since 2007. He holds a Series 65 license and is based in McFarland, WI. Outside of his advisory role, he is the managing member of TJN Properties, LLC, a residential real estate business. Neuenschwander Asset Management serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, offering discretionary investment management and financial planning. The firm emphasizes diversified, passively managed portfolios grounded in Modern Portfolio Theory, typically using no-load index funds and ETFs, and employs a buy-and-hold strategy supported by institutional platforms and specialized software.

James Murphy III is a CFP® professional with 17 years of industry experience. He has been with Neuenschwander Asset Management, LLC since 2008. Outside of his advisory role, he is a co-owner and member of Pin High Properties, LLC, a residential rental property business in Oregon, WI. Neuenschwander Asset Management serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, offering discretionary investment management and financial planning. The firm emphasizes diversified, passively managed portfolios based on Modern Portfolio Theory and employs a buy-and-hold strategy using no-load index mutual funds and ETFs.

Dale Meyer is a financial advisor with Coordinated Capital Securities, Inc. in Monona, WI, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with Coordinated Capital Securities since 1991 and also operates Meyer Financial Services. In addition to his advisory work, he is an independent insurance agent specializing in life and long-term care insurance and fixed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and third-party manager referrals, with investment strategies including equities, fixed income, mutual funds, and ETFs.

Britton Reynolds is a financial advisor at Rothschild Wealth LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Sentinus, LLC since 2012 and Premise Capital, LLC from 2012 to 2023. Outside of his advisory role, Reynolds is involved in nonprofit activities, serving as president of the Yahara Lakes Association and as a board member of the Spread Eagle Chain of Lake Association. He also provides software solutions to RIAs through AdvisorOp LLC and sells photographs as a side business. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm uses a combination of quantitative and qualitative analysis, asset-allocation models, and ongoing monitoring to manage client portfolios across a range of investment vehicles.

Shane Kieler is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Madison Partners since 2020. Prior to this, he worked at Edward Jones for 10 years. Outside of his advisory role, he is involved in a tax preparation business, Stratus Tax & Consulting, which he owns. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and annual reviews.

Royce Kurtz is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Harbour Investments, Inc. and Woodbury Financial Services, INC. He is also involved in tax preparation and planning through Mennenga Tax & Financial and Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Mary Morrow is a financial advisor with Madison Partners in Sturgeon, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at several firms, including Guardian Financial and SagePoint Financial. Mary is also a licensed insurance agent involved in insurance sales and implementation. Madison Partners provides wealth management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a primarily long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and coordination of estate-planning documents through third parties.

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.

Shelley Moffatt is a financial advisor at Madison Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co., L.P. for 25 years before joining Madison Partners in 2023. Outside of her advisory role, she is the principal of Dreammaker LLC, a passthrough LLC for tax purposes. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, along with discretionary portfolio management and coordination of estate-planning through third-party providers.