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.

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® with 29 years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Cedarpoint Investment Advisors and Raymond James Financial. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers both discretionary and non-discretionary management, and coordinates with affiliated accounting professionals while maintaining separate advisory arrangements.

Andrew Hughes is a financial advisor at Lifemark Securities Corp. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Thrivent Financial for Lutherans and Farmers Financial Solutions. Outside of his advisory role, Hughes volunteers as a basketball coach and officiates high school basketball games, and he serves on the finance council at St. Joan of Arc Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and manages accounts on both a discretionary and non-discretionary basis using a range of managed account options and platform tools.

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® professional with 11 years of industry experience, currently advising at Harbour Investments, Inc. He has held prior roles at firms including Northwestern Mutual and IronwoodDrive Financial Group. Outside of financial advising, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent defendants. Harbour Investments, Inc. serves a diverse client base, including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by advisors and approved third-party managers.

Valerie Jones is a ChFC® credentialed advisor with six years of experience at CWM, LLC in Fort Atkinson, WI. Her prior roles include positions at Financial Impact Advisors and Cetera Advisor Networks, as well as experience in academic settings at the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a wide range of services including portfolio management, financial planning, and retirement-plan solutions.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life), holding Series 65 and Series 63 licenses and bringing six years of industry experience. She previously worked at Zimbrick BMW and has been associated with New York Life and NYLIFE Securities since 2019. Outside of her advisory role, she serves as Chair of the Programs and Public Image committees for the Rotary Club of Lake Mills and operates an eBay resale store with her family. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Jeremy Roche is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at Mutual of Omaha and Primerica. He also holds a position related to the sale of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Todd Wolff is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Noel-Schopen Inc. Wolff is also an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions with a focus on discretionary account management using model portfolios overseen by an in-house Investment Committee.

Donald Savaglia is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Cetera Advisor Networks, and J.W. Cole Financial. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and both wrap and non-wrap programs.

Debra Ranguette is a financial advisor at CWM, LLC 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 at an accounting and tax firm and serves as a director on the board of Badger Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and access to alternative investments.

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 serving as a financial advisor at CWM, LLC. He has worked at several firms including Financial Impact Advisors, CETERA Advisor Networks LLC, and LPL Financial. In addition to his advisory role, Smithyman is a partner at Business & Tax Systems, LLC, an accounting firm, and serves as president of his local Rotary Club. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-portfolio approach supported by an in-house Investment Committee, third-party sub-advisors, and advanced customization tools.

Shawn Robinson is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Charles Schwab and its affiliated advisory firms since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing on a consultative approach without discretionary trading authority.

Brian Konop is a CFP® professional at &Partners with 24 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a combined 15 years. Outside of his advisory work, he owns and operates a youth umpiring and refereeing service in Oconomowoc, WI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies along with ongoing account monitoring.

Christopher Fetzer is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Ameriprise Financial Services, LPL Financial, Wells Fargo Clearing, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Outside of advising, Fetzer is an owner of a storage business in Ixonia, Wisconsin. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management and provides services through co-advisory and third-party manager arrangements.

Trevor Skaggs is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, Merrill Lynch, and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.