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 the principal of Adler Financial in Madison, WI, holding a Series 66 designation with 12 years of industry experience. His work history includes roles at Ameriprise Financial Services, Coordinated Capital Securities, and his current position as Director of Finance at AFLatex Technologies, a company focused on technology for processing and stabilizing natural rubber and latex. At AFLatex, he manages the finance department overseeing contract details, accounting, taxes, and financing. Adler Financial provides investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a combined fundamental and quantitative analysis approach to tailor portfolios and offers services such as pension consulting and tax preparation.

Rex Jones is the sole advisor at Rex Leigh Jones, an independent firm based in Madison, WI. He holds a Series 63 designation and has five years of industry experience, with his firm operating since 1996. Rex Leigh Jones provides investment advisory services to individuals, trusts, small businesses, and charitable organizations, focusing on mutual funds, ETFs, individual stocks and bonds, and fixed income securities. The firm emphasizes fundamental analysis and long-term investing, managing accounts on a non-discretionary basis with tailored solutions based on clients’ risk tolerance and objectives.

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.

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.

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 financial advisor at Wisconsin Wealth Advisors, LLC, holding a Series 65 designation with eight years of industry experience. He has been associated with Wisconsin Wealth Advisors since 2012 and operates as a sole proprietor providing fixed insurance sales. Wisconsin Wealth Advisors offers investment management and financial consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm employs both fundamental and technical analysis to build portfolios tailored to client goals, reviewing accounts quarterly and providing a range of advisory and planning services.

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.

Thomas Ludwig is a Series 65 licensed financial advisor at Stockbridge Private Wealth Management, LLC with 11 years of industry experience. He has been with Stockbridge Private Wealth Management since 2014. Stockbridge Private Wealth Management is a family-owned registered investment adviser serving individual and high-net-worth clients through discretionary asset management and comprehensive financial planning. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory concepts, managing approximately $52 million for about 90 clients with a small advisory team.

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.

Andrew Gile is a financial advisor at Gile Agnew, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army before entering the financial sector. Outside of advising, he has an internship with Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework with a focus on risk management, including tactical hedging and tax-aware trading, and offers in-house legal services through an affiliated solo law practice.

Tracey Anton is a CFP®-certified financial advisor with 31 years of industry experience. She has been with T. Anton Investment House, Inc. in Madison, WI since 2015. T. Anton Investment House is a small SEC-registered advisory firm managing approximately $332 million for individual, high-net-worth, and business clients. The firm offers comprehensive financial planning and discretionary portfolio management, using proprietary asset-allocation models focused on long-term holdings and fundamental, bottom-up analysis.

Matthew Goetzke is a CFA® charterholder with 25 years of industry experience. He is currently with Walleye Partners LLC, where he has worked since 2024, and previously spent 19 years at Mendota Financial Group, LLC. He serves as a board member of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on tailored investment recommendations and discretionary managed accounts. The firm emphasizes aligning asset allocation with client objectives and risk tolerance, supervises sub-advisors, and incorporates various investment approaches including dollar-cost averaging and technical analysis.