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.

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.

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

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.

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.

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.

Eric Ludwig is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Stockbridge Private Wealth Management, LLC since 2014 and serves as a professor at The American College of Financial Services and an adjunct professor at Kansas State University, teaching personal financial planning and advanced statistical methods. Stockbridge Private Wealth Management is a small, family-owned registered investment adviser providing discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental and technical analysis with Modern Portfolio Theory and maintains a concentrated advisor-to-client ratio through its two-advisor team.

Dylan Thorson is a financial advisor at Retirement Capital Advisors with three years of industry experience. He holds a Series 66 license and has previously worked at firms including Horace Mann Investors Inc. and MML Investors Services, LLC. Thorson is also a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. Retirement Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory approach and typically manages portfolios on a discretionary basis, offering advice on equities, fixed income, ETFs, and insurance products including annuities.

Patrick Fosdick is a CFP® with 14 years of experience in the financial services industry. He is currently a financial advisor at Wisconsin Wealth Advisors, LLC, and has held roles at Harbour Investments, Inc. and Woodbury Financial Services, Inc. Fosdick also serves as president and owner of Madison Sports and Social Club LLC and is involved in tax preparation through WWA Tax Services LLC. Wisconsin Wealth Advisors provides investment advice and financial planning primarily to individual and high-net-worth clients, offering discretionary and non-discretionary asset management, retirement plan advisory, and standalone consulting. The firm manages approximately $158 million across three advisers and employs portfolio strategies based on client-specific Investment Policy Statements.

Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been affiliated with Wisconsin Wealth Advisors since 2009 and previously worked with Harbour Investments, Inc. Swenson also serves on the boards of the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors offers investment advice and financial planning primarily to individual and high-net-worth clients, managing approximately $158 million across three advisors. The firm employs client-specific Investment Policy Statements and combines fundamental and technical analysis in portfolio construction, providing both discretionary and non-discretionary management.

Trevor Agnew is a financial advisor at Gile Agnew, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and OSAIC. Outside of his advisory role, he is a partner and tax preparer at Preferred Tax Advisors LLC and owns a golf simulator business called The Swing Lab LLC. Gile Agnew, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing approach focused on individual equities and bonds, incorporating risk management techniques such as tactical hedging and tax-aware trading.

Traci Peterson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of her advisory role, she is a co-owner of a home-building business focused on spec homes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Kevin Linsmeier is a financial advisor at MissionSquare Retirement with four years of industry experience. He holds the Series 66 designation and previously worked at Retirement Plan Advisors, LLC and Cambridge Investment Research Inc. Prior to his financial career, he served as a police officer and detective for the City of Madison Police Department for 31 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services supported by Morningstar Investment Management’s personalized investment advice and model portfolios.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

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.

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.

William Oswald is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He holds Series 63 and Series 65 licenses and is based in Watertown, WI. Oswald is a 50% owner of Oswald Konz Financial Group, an entity created for securities business, and co-owns OKG Properties, LLC, which operates the building housing his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, while offering advisors access to a broad range of securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Jeremy Potter is a financial advisor with Eagle Strategies (NY Life) in Cottage Grove, WI, holding a ChFC® designation and the Series 63 license. He has 17 years of industry experience, including roles with Eagle Strategies and New York Life since 2009, and operates under the DBA Action Financial Strategies, LLC. Outside of advisory work, he is a shareholder in companies involved in water treatment technology and clay mining, and owns a cranberry farm business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of advisory solutions through its network of investment adviser representatives primarily within an integrated New York Life structure.

Brian Konz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Commonwealth since 2009. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

James Gehring II is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Watertown, WI, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.