Barry Denny is the sole advisor at Denny, Barry T., an independent registered investment adviser based in Lake Mills, WI. He holds a Series 63 designation and has five years of industry experience, with 17 years as a self-employed registered investment adviser. Prior to his current role, he worked as a senior trust officer. Denny, Barry T. provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. The firm follows a conservative, fundamentally driven investment approach focused on U.S.-registered stocks and investment-grade bonds, emphasizing transparency and quality through selective securities and avoidance of speculative strategies.

Stephen Tone is the principal advisor at Tone Financial Advisors, LLC in Stoughton, Wisconsin. He holds a Series 65 credential and has 20 years of industry experience. In addition to his financial advisory role, he operates Tone Software Solutions, LLC, a company that develops and sells software for managing poultry shows. Tone Financial Advisors serves individuals, families, churches, and nonprofit institutions with discretionary investment portfolio management focused on long-term asset allocation. The firm integrates a conservative Christian worldview and offers biblically responsible, socially responsible, or values-neutral portfolios.

Roy Neuenschwander is a Series 65-licensed financial advisor with Neuenschwander Asset Management, LLC, where he has worked since 2003. He has 18 years of industry experience and is based in McFarland, WI. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm emphasizes long-term, buy-and-hold investment strategies based on Modern Portfolio Theory, primarily using passively managed index funds and ETFs, with customized financial planning supported by portfolio modeling and Monte Carlo simulations.

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.

Joseph Hoffart is a financial advisor with Wealth Planning Advisors LLC in Stoughton, WI, holding a Series 65 designation and one year of industry experience. Before joining Wealth Planning Advisors, he worked in education and retail, including roles at the University of Wisconsin - Eau Claire and Pick n Save. Wealth Planning Advisors LLC is a fee-only firm serving individual clients and employer plan sponsors with investment management, financial planning, retirement plan consulting, and educational seminars. The firm offers integrated planning and portfolio management, utilizing diversified assets and socially conscious options, and also provides tax, bookkeeping, and payroll services through an affiliated accounting business.

Timothy Neuenschwander is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience and has been with Neuenschwander Asset Management, LLC since 2007. He holds the CFP® designation and Series 65 license. Outside of his advisory work, he is a managing member of a residential real estate business in McFarland, WI. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified allocations primarily through passively managed index funds and ETFs, and offers comprehensive financial planning and retirement advisory services.

Austin Preece is a CFP® professional with seven years of experience in financial advising. He is currently with Wealth Planning Advisors LLC and has previously worked at CliftonLarsonAllen Wealth Advisors, PFS Investments Inc., and Primerica Life Insurance. Outside of his advisory work, he is also a bartender at Helix Wine, Craft Bar & Cafe in Altoona, WI. Wealth Planning Advisors LLC is a fee-only firm serving individual clients and employer plan sponsors, providing integrated financial planning, investment management, and retirement plan consulting. The firm offers portfolios primarily focused on stocks, bonds, mutual funds, and ETFs, including socially conscious options upon request, and supports clients with additional services such as tax preparation and educational seminars through an affiliated accounting business.

James Murphy III is a CFP® and Series 65-registered advisor with Neuenschwander Asset Management, LLC, where he has worked since 2008, accumulating 18 years of industry experience. In addition to his advisory role, he is a co-owner and member of Pin High Properties, LLC, a residential rental property business in Oregon, Wisconsin. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation, primarily using passively managed index funds and ETFs.

Sara Williams is a financial advisor at Coordinated Capital Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Coordinated Capital Securities in two separate periods totaling 17 years, with additional experience at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a range of discretionary and non-discretionary management programs and employs a team of 16 professionals managing approximately $137 million for around 186 clients.

Marni Angus is a financial advisor at Stratos Wealth Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services utilizing both in-house and third-party managers.

Aaron Tachon is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Harbour Investments and Financial Innovations LLC since 2012. Outside of his advisory work, he serves as a local town board supervisor in Evansville, Wisconsin. 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 create customized investment strategies and offers model-based solutions through a subscription platform.

Scott Zwierzynski is a financial advisor with Packerland Brokerage Services, Inc. in Stoughton, WI. He holds a Series 66 designation and has 26 years of industry experience. He has been with Packerland Brokerage Services since 2012. Zwierzynski is also involved in life insurance and fixed annuities sales on a limited basis. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management with a variety of investment solutions, including firm-managed portfolios and third-party manager programs, and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Connor Stewart is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and four years of industry experience. He also serves as a financial advisor at Crystal Lake Tax and Financial. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans with asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, actively managing portfolios and allocating to third-party managers when appropriate.

Daniel Wilson is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Aprio Wealth Management, LLC and has held previous roles at firms including Johnson Bank, Raymond James Financial Services, and J.P. Morgan Securities. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios focused on asset allocation and long-term purchasing-power preservation, utilizing a variety of investment vehicles and specialist sub-advisers.

Taylor Robson is a CFP® with 13 years of experience in the financial services industry, currently affiliated with Harbour Investments, Inc. He has also worked at Legacy Wealth Advisors and Mennenga Tax & Financial. Robson is additionally an independent insurance agent. Harbour Investments serves a diverse range of clients, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers varied investment approaches and portfolio management services tailored by individual advisors and approved third-party managers.

Joseph Coleman is a financial advisor with Harbour Investments, Inc. in Stoughton, WI, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Journey Financial Partners, LPL Financial LLC, and McFarland Investment Center. Outside of advising, he is engaged in office cleaning services on a limited basis. Harbour Investments serves a broad range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to various investment platforms and third-party managers, employing diverse investment approaches tailored by individual advisors and managers.

Carina Moreland is a CFP® professional at Harbour Investments, Inc. with 15 years of industry experience. She previously worked at LPL Financial and McFarland State Bank. Outside of financial advising, she is involved in Fosdal Bakery, LLC, a business she has been part of for ten years. Harbour Investments serves a diverse range of clients, including individual investors, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a variety of portfolio management and advisory services tailored to different investment approaches, with ongoing account monitoring and multiple execution options.

Nathan Littrell is a CFP® with 12 years of industry experience, currently affiliated with Harbour Investments, Inc. He has previously worked at Northwestern Mutual and several related firms. Outside of his advisory role, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent clients. Harbour Investments serves a broad client base including individuals, trusts, and institutional entities, offering a variety of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, with ongoing account monitoring and multiple execution options for clients.

Crystal Cox is a Certified Financial Planner™ (CFP®) with 14 years of experience in the financial services industry. She has been with Wealthspire Advisors since 2017, previously working at Wells Fargo Clearing and UBS Financial Services. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Stephanie Selbach is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2020. Her prior experience includes roles at Wipfli Financial Advisors, Hewins Financial Advisors, and Capital Wealth Advisory Group. She holds the Series 65 license and is based in Madison, WI. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework and offering a range of wealth management and retirement planning services.