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.

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 principal of Greiber Capital Management, an independent firm based in Wauankee, WI. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has led Greiber Capital Management since 2016. Greiber Capital Management provides portfolio management services primarily for individual clients, with a focus on retirement assets, asset distribution, and short-term money management. The firm employs a bottom-up value investing approach combining qualitative and financial analysis, offering customized portfolios that include long and short exposures 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.

Eric Adler is a financial advisor at Adler Financial in Oregon, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Coordinated Capital Securities. Outside of his advisory role, Adler serves as Director of Finance for AFLatex Technologies, a company specializing in technology for processing natural rubber and latex. Adler Financial provides discretionary investment management and financial planning to individuals, governmental entities, pension and profit-sharing plans, charitable organizations, corporations, trusts, and estates. The firm uses both fundamental and quantitative analysis to build tailored portfolios and offers institutional-style services including pension consulting and tax preparation.

Mark Ziety is a CFP®-certified financial advisor with 18 years of industry experience. He is the sole advisor at WisMed Financial, Inc., where he has worked since 2020. Prior to that, he was with Ellenbecker Investment Group, Inc. and Shakespeare Wealth Management, Inc. from 2009 to 2020. WisMed Financial, Inc. is a fee-only registered investment adviser serving individuals, employer-sponsored retirement plans, and institutional clients. The firm combines tailored asset allocation with both passive and active strategies, integrating financial planning and portfolio management while accommodating socially conscious investing and client-specific restrictions.

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.

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.

Brandon Ben Hanania is a CFP®-designated financial advisor with independent firm Spruce Hill Capital in Madison, WI. He has two years with Spruce Hill Capital and prior experience at firms including American Family Insurance and Creative Planning. Hanania holds the Series 65 and has a background that includes both insurance and asset management roles. Spruce Hill Capital serves individuals, couples, and families with tailored investment advice and discretionary portfolio management, emphasizing ETF-based portfolios and a combination of macroeconomic and technical analysis for tactical allocation. The firm offers ongoing asset management as well as standalone financial planning and hourly consulting services.

Masees Mesdjian is the sole advisor at Precision Capital Planning LLC and holds a Series 65 designation. He has a diverse background with experience at multiple organizations including ARRB Systems, UW Health University Hospital, and the Oregon School District. Mesdjian has been with Precision Capital Planning since 2026. Precision Capital Planning LLC provides fee-only financial planning and non-discretionary portfolio advisory services to individuals, families, high-net-worth clients, and small business owners. The firm employs a data-driven and structured planning process focused on long-term passive asset allocation using low-cost ETFs and emphasizes tax-aligned strategies and analytical rebalancing recommendations.

Stephen Lewis is a Series 65-licensed financial advisor with one year of industry experience. He is the sole advisor at Future First Finance, LLC in Madison, WI. Prior to founding his firm, he gained experience at Nordic Consulting, TekSystems, and Tasman Global. Future First Finance, LLC serves individual and high-net-worth clients, managing approximately $5.3 million in assets across six client relationships. The firm employs fundamental analysis, tactical asset allocation, Modern Portfolio Theory, and a formal carbon assessment in its investment approach.

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.

Andrew Voeltner is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. He is the sole advisor at Omni Financial LLC, where he has served since 2021, and has also been affiliated with LPL Financial since 2014. Outside of his advisory roles, Voeltner serves on the boards of the Wisconsin Builders' Association and Impact Christian Academy, where he is involved in managing investments and school governance. Omni Financial LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts as well as standalone planning engagements. The firm’s investment approach is tailored to client time horizons, risk tolerance, and goals, incorporating various strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly by Voeltner.

John Schroder is a financial advisor with Lindenwood Financial LLC based in Madison, WI. He holds a Series 65 designation and has experience working at Wings Credit Union, Bell Bank, and Great Midwest Bank. He joined Lindenwood Financial in 2026 and has been with the firm for one year. Lindenwood Financial LLC provides wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management tailored to client needs.

Kyra Thiel is a CFP® and holds a Series 65 license, with three years of experience in the financial advisory industry. She is currently with Perk Planning in Madison, WI, where she has worked since 2026, following prior roles at Savant Wealth Management and the University of Wisconsin-Madison. Perk Planning provides financial planning and investment consultation for individuals and businesses, focusing on cash flow, retirement, education, risk management, and estate planning. The firm employs a passive, long-term investment approach using diversified index funds and ETFs, operates on an hourly or fixed-fee basis without managing assets continuously or charging AUM fees, and offers public educational workshops.

Shaun Balding is a Series 65-licensed financial advisor with Wisconsin Wealth Advisors, LLC, bringing eight years of industry experience. He has been affiliated with Wisconsin Wealth Advisors since 2012 and also operates as a sole proprietor. In addition to his advisory role, he works as an insurance agent, dedicating a small portion of his time to fixed insurance sales. Wisconsin Wealth Advisors primarily serves individual and high-net-worth clients, providing investment advice, financial planning, and retirement plan services. The firm manages approximately $158 million across three advisors, employing both fundamental and technical analysis in portfolio management with regular account reviews.

Corbin Mcguire is a financial advisor at Walleye Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Artisan Partners Limited Partnership, Heartland Advisors, Inc., and ALPS Distributors, Inc. Outside of his advisory role, he serves as a head coach at University School of Milwaukee. Walleye Partners LLC provides investment advisory services primarily to individual and high-net-worth clients through discretionary managed accounts and oversight of third-party sub-advisors. The firm focuses on tailoring investment strategies to client objectives and risk tolerance, incorporating methods such as dollar-cost averaging and technical analysis.

Hi there! My passion and strengths lie in helping people achieve holistic financial well-being and live more meaningfully through personalized, expert financial planning and investment management. In addition to being a CFP® professional, I'm proud to have completed my Master of Science degree in Personal Financial Planning. I am also an Accredited Wealth Management Advisor™ professional, which is a specialized credential in the unique needs of high-net-worth clients, and hold my Accredited Behavioral Finance Professional™ certificate, which is a specialized credential in the the psychology of investor behaviors. Why did I open Lindenwood Financial? I observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. I saw how these obstacles can not only hinder people's financial progress, but cause stress and frustration. So, I envisioned offering a modern, transparent, and simplified but full-service experience to put people at ease and help them reach financial goals they didn't know were possible. Thus, Lindenwood Financial was born. Lindenwood Financial stands out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (translation: no loyalty and no bias) to any financial companies, products, or third parties. We also don’t receive sales commissions, ensuring there are no hidden incentives to influence our recommendations. We are not paid by anyone but our clients. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests — period. Interested in learning more? I'd love to hear from you. We offer a complimentary consultation & process to answer all of your questions and show you what we do. With no cost or obligation, it's an easy way to educate yourself, evaluate us, and decide if you'd like to work with us.

Roy Neuenschwander is a Series 65-registered financial advisor with 17 years of industry experience. He has been with Neuenschwander Asset Management, LLC since 2003. 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 uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily employing passively managed index funds and ETFs, and incorporates portfolio modeling and Monte Carlo simulations in its financial planning process.