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.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

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.

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.

Andrew Hughes is a Series 66 licensed advisor with Lifemark Securities Corp. in Oconomowoc, WI, and has 11 years of industry experience. He has worked at Lifemark since 2023 and operates Hughes Financial Services since 2019. Outside of his advisory role, Hughes volunteers as a high school basketball official and coach, serves on a church finance council, and teaches investing basics at St. Joan of Arc School. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored, suitability-driven advice through both discretionary and non-discretionary account management.

Tucker Johnson is a Series 65–licensed financial advisor with McAdam LLC, based in Oconomowoc, WI, and has four years of industry experience. His background includes roles in realty, education, and banking prior to joining McAdam LLC in 2022. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs discretionary portfolio management with a diversified approach that includes traditional and alternative investments, along with innovative offerings such as a tiered subscription planning product and AI-integrated advisory services.

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.

Valerie Jones is a ChFC® credentialed financial advisor with Carson Wealth in Fort Atkinson, WI. She has experience working at multiple firms and organizations since 2016, including Financial Impact Advisors, CWM, LLC, Cetera Advisor Networks, and the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion under management. The firm provides services such as discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to develop and monitor model portfolios with fundamental and technical inputs.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. She has seven years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Company. Outside of her advisory work, she is involved in the Rotary Club of Lake Mills, where she chairs the Programs and Public Image committees, and she owns an eBay resale store operated with her family. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Todd Wolff is a financial advisor with Carson Wealth who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked with firms including Noel-Schopen Inc., LPL Financial, Cetera Advisor Networks, and Financial Impact Advisors. Wolff is also licensed to sell life, health, disability, annuities, and long-term care insurance. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with a combination of fundamental and technical analysis.

Donald Savaglia is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Woodbury Financial Services, Cetera Advisor Networks, and Coordinated Capital Securities. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, and maintains affiliations with broker-dealer activities.

Debra Ranguette is a financial advisor at Carson Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of advising, she is a partner in an accounting and tax firm and serves as a director on the board of a local bank. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and offering customized investment solutions through partnerships and third-party providers.

Mark Meier is a CFP® with 23 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC and previously worked at Advisory Services Network LLC and his own firm, R. Meier, Inc. Meier serves as a council member for the Saint Joseph Parish Finance Council. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Taylor Smithyman is a CFP® professional with 11 years of industry experience, currently associated with Carson Wealth. He has worked with Financial Impact Advisors and LPL Financial, and is a partner at Business & Tax Systems, LLC, an accounting firm. He also serves as president of his local Rotary Club. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing tailored portfolio solutions supported by technology and custodial partnerships.

Shawn Robinson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Charles Schwab since 2015 and Curian Capital from 2013 to 2015. Robinson is based in Oconomowoc, Wisconsin. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses Charles Schwab’s asset-allocation models and internal research tools, offering guidance on asset allocation and investment selection while requiring client authorization for trades.

Brian Konop is a CFP® with 24 years of experience in the financial industry. He is currently with &PARTNERS and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Wells Fargo Investments, LLC, and Allspring Funds Management, LLC. Outside of his advisory work, he owns and operates an umpire and referee service focused on youth sports in Oconomowoc, WI. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services through discretionary and non-discretionary approaches, utilizing both proprietary and third-party strategies.

Christopher Fetzer is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior firms include Ameriprise Financial Services, LPL Financial, Wells Fargo Clearing, U.S. Bancorp Investments, BMO Harris Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, Fetzer is the owner of a storage business in Ixonia, WI. Osaic Institutions, Inc. serves a range of clients including individuals, ERISA retirement plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model, providing customized advisory services and access to alternative investments and lending solutions while delegating investment management to its representatives.

Aurelio Callope is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His prior work includes roles at Banco Services Inc. and LPL Financial, each for nine years, and he currently serves as club secretary for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors.

Michael Wendt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and Investment Centers of America. Outside of advisory work, he serves as a board member on the Badger Bank Investment Committee and is involved in several independent insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.