James Byrd is the sole advisor at Midwest Asset Management, Inc. in Middleton, WI, holding a Series 63 designation with 38 years of industry experience. He has worked at Midwest Asset Management since 1987. Outside of his advisory work, he has been employed part-time in the stocking department at a hardware store since 2018. Midwest Asset Management serves institutional clients, high-net-worth individuals, trusts, estates, and other financial institutions as a sub-advisor. The firm uses a quantitative, systematic approach across equity and fixed-income strategies and offers both discretionary portfolio management and project-based consulting services.

I am Sue Peck, CFP®, RLP®, CeFT®. I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and into the future. I am also a fiduciary. A fiduciary is, as defined on Investopedia: a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests. Our lives can be filled with transitions, some of them involving the added complication of wealth movement. Life experiences, such as a divorce or the loss of a loved one, are filled with emotions and feelings of loss, grief, and overwhelm, and can leave one feeling unable to move forward. I’m here to listen and help sort out what next steps are needed to help you move through and forward into the life you want to live. I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone). Community is important to me. I am a member of the Northside Business Association, and a board member on the Northside Planning Council. My husband Nathan and I live on the north side of Madison, Wisconsin with our Border Collie mix dogs Harley Quinn and Lydia, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.

Michael Greiber is the sole advisor at Greiber Capital Management in Wauankee, WI, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in masonry before founding his advisory firm in 2016. Greiber Capital Management provides portfolio management primarily for individual clients, with services extending to institutional and accredited investors. The firm employs a bottom-up value investing approach focused on public secondary-market instruments and customizes portfolios with client input, utilizing long and short positions as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.

Having spent the first decade of my career with a large wealth management firm in Seattle, I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, widowers, caregivers, and families affected by major health events. Their stories resonate with me because my dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. He has had brain radiation, chemotherapy, and immunotherapy. We have navigated oncologists, surgeons, palliative care doctors, neurologists, endocrinologists, pain clinics, psychiatrists, social workers, pain clinics, nutritionists, and more. Since then, I’ve been drawn to people going through similar situations. I enjoy our conversations, hearing what is important, and helping them navigate the uncertainty life throws at them. Through these conversations, I have learned that when faced with loss and grief, brain fog usually takes over. What was once easy becomes challenging. Sometimes, only one person was involved in the financial decisions and the survivor needs another layer of support. I meet people where they are, listen, and organize what needs to be done to build financial security. I help people make sense of what is urgent and what can wait. Together, we’ll do tax planning, review estate plans, build customized investment portfolios to create the income they need, and more. Then, I am with them every step of the way. I graduated Summa Cum Laude from Seattle University. I hold the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Life Underwriter® designation, and I am a Registered Life Planner®. Outside of work, you can find me playing tennis, running with my wife, biking, hiking, attempting to play the guitar, or cooking.

Konrad Zagzebski is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently the sole advisor at ShellCrest Financial LLC, where he has worked since 2025. His prior experience includes roles at Capital Point Financial Group, LPL Financial, and other firms. Zagzebski serves as a director of the D. Zagzebski Family Foundation, a family foundation unrelated to his investment work. ShellCrest Financial LLC provides investment management, financial planning, and retirement plan consulting primarily to institutional clients such as pension plans and charitable organizations. The firm combines passive and active investment strategies, often using outside managers while maintaining ongoing oversight, and offers fiduciary services for ERISA-covered plans as well as project-based financial planning engagements.

Scott Nelson is the principal of Nelson Financial Services, LLC, an independent advisory firm based in Middleton, WI. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial services industry, including roles at NFP Retirement, WEA Member Benefits, Amerus, and MassMutual. Nelson Financial Services, LLC offers discretionary investment management and tailored portfolio services primarily to individual clients, including some high-net-worth households. The firm employs long-term, passive asset-allocation strategies using mutual funds, ETFs, stocks, and bonds, with portfolio management guided by Modern Portfolio Theory and regular reviews.

Rex Jones is the sole advisor at Rex Leigh Jones, an independent investment advisory firm based in Madison, WI. He holds a Series 63 designation and has 30 years of experience operating his advisory firm, with a total of 4 years of industry experience under his current registration. Prior to founding his firm, he has been involved in investment activities since 1975. Rex Leigh Jones provides investment advisory services to individuals, trusts, charitable organizations, and small businesses, focusing on mutual funds, ETFs, individual stocks and bonds, municipal and U.S. government securities, and certificates of deposit. The firm manages client accounts on a non-discretionary basis, using primarily fundamental analysis and recommending long-term holding periods.

Jeremiah Olson is a financial advisor at Diamond Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including NYLIFE Securities LLC, New York Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he assists individuals with daily tasks such as cleaning and running errands through Papa Pals. Diamond Wealth Partners is an independent registered investment adviser serving a small client base that includes individuals, high-net-worth households, corporations, and other advisers. The firm offers comprehensive financial planning and discretionary portfolio management focused on retirement planning and wealth preservation, operating primarily through a virtual, goal-based planning process.

Shannon Wegner is a CFP® professional with 27 years of industry experience and has been the sole advisor at Wegner Asset Management, LLC since 1998. Based in Middleton, WI, he holds Series 63 and Series 65 licenses. Wegner Asset Management provides discretionary investment management and integrated financial planning to individuals, families, trusts, and estates, managing approximately $68 million across about 51 client relationships. The firm employs a strategic asset allocation approach focused on low-cost, passively managed ETFs and no-load mutual funds, offering fee-only services with quarterly reviews and formal ethics oversight.

Craig Peterman is a CFP® and CFA® with 25 years of industry experience. He has been the sole advisor at Prism Wealth Management since 2016. Prism Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, family foundations, corporations, and retirement plan sponsors. The firm sponsors its own wrap-fee program and offers fiduciary 3(21) plan consulting, managing a range of accounts including institutional relationships and pension/profit-sharing plans.

Stephen Lewis is a financial advisor with Future First Finance, LLC in Madison, WI. He holds the Series 65 designation and has experience working at several firms including Nordic Consulting, TekSystems, Tasman Global, and Epic System Corp. He has been with Future First Finance since 2025. Future First Finance, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental analysis, tactical asset allocation, Modern Portfolio Theory, and a formal carbon assessment to address climate-related risks and opportunities.

As a Small Business Owner himself (and with his wife Allison being a nurse), Matt specializes in working with Small Business Owners, those in Healthcare, along with those who fall under the State of Wisconsin Retirement System (WRS) Benefit Plan. Matt's firm is fee-only, and has no investment minimum. He works virtually with clients all across the country for their financial planning needs. He holds a Bachelor's Degree in Personal Finance from the University of Wisconsin-Madison, and frequently appears at his Alma Mater as a guest lecturer in his spare time. Voted as one of Investopedia.com's Top 100 Most Influential Advisors in 2020, Matt has been quoted in serveral large publications such as The New York Times, The Wall Street Journal, Forbes, and CNBC. Matt prefers to work with fewer clients, and provide in-depth, comprehensive advice on Cash Flow Analysis, Business Planning, Investment Analysis and Management, Risk Management and Insurance, Tax Planning, and Estate Planning. He is a Certified Financial Planner (CFP®). In his spare time, he enjoys getting out on Lake Mendota and Monona, hiking the local State Parks, and enjoying a craft beer at one of Madison's many breweries. He is also a member at Door Creek Church near his home.

Gregory Jones is a financial advisor at Forward Investment Advisors, Inc. in Madison, WI, holding a Series 65 designation with 23 years of industry experience. He has been with Forward Investment Advisors since 2001. Forward Investment Advisors, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using passive index funds and ETFs as core holdings, supplemented by actively managed funds and individual securities, and offers tailored discretionary advisory relationships with periodic reviews and quarterly reporting.

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.

Robin Sherman is a Series 65-licensed financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, with 10 years of industry experience. She has been associated with 2nd Market Capital Services Corporation since 1991. Sherman serves as the Executive Director and Secretary/Treasurer of the Board of Directors for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities through fundamental analysis. The firm manages multiple account types, including a Proprietary REIT Total Return Portfolio and offers public model portfolios and market commentary.

Clifford Wullschleger is a financial advisor at Wullschleger Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Cetera Advisor Networks. Outside of advisory work, he serves as president of The Insurance Group, a corporation involved in fixed insurance sales. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals—including high-net-worth clients—and pension plans. The firm uses tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational process for private fund investments.

Nathan Plumb is a financial advisor at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Outside of his advisory role, Plumb is a licensed real estate agent and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management primarily for individual and high-net-worth clients and serves as adviser to two SEC-registered mutual funds. The firm employs a fundamental, growth-at-reasonable-prices approach and manages client assets across multiple platforms, including wrap fee programs and trade-signaling services.

Ross Bowler is a financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, holding a Series 63 designation with 34 years of industry experience. He has been with 2nd Market Capital Advisory Corp. since 1991 and also serves as owner and president of 2nd Market Capital Services Corporation, which provides investment research and consulting services. Bowler founded and serves as president of the board for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corp. offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as REIT shares. The firm employs fundamental analysis to target discounted securities, dividend income, and capital appreciation, and it provides sub-advisory services along with publicly available model portfolios and market commentary.

Eric Wullschleger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Wullschleger Group, where he has worked since 2023. Prior to this, he held roles at Woodbury Financial Services, The Insurance Group, Value Line, and Cetera Advisor Networks. Outside of his advisory work, he is an independent insurance agent with The Insurance Group. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals, including high-net-worth clients, and pension plans. The firm employs tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational workflow for private fund investments.