Cynthia Farnsworth is a CFP® professional with 19 years of industry experience. She is currently with Atlatl Advisers and has prior experience at Ameriprise and UBS Financial Services. Atlatl Advisers serves individual and institutional clients, providing financial planning, consulting, and investment management. The firm uses a five-part framework incorporating risk tolerance and financial planning, managing portfolios with mutual funds, ETFs, independent managers, and selected securities, and offers specialized services including digital-asset management and outsourced CIO consulting.

Cameron Gray is a CFP® with 13 years of industry experience, currently serving as an advisor at Park Capital Management, LLC since 2018. He previously worked at PNC Investments, LLC and Morgan Stanley. Gray is also a licensed insurance agent and may recommend insurance products as part of his client services. Park Capital Management, LLC provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs asset-allocation frameworks and quantitative analysis with a long-term buy-and-hold approach, offering a range of specialized investment strategies and fiduciary services.

John Friar is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Park Capital Management, LLC. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020. Friar is also a licensed insurance agent. Park Capital Management is an SEC-registered advisory firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting services, employing a long-term, buy-and-hold investment approach combined with quantitative analysis and third-party managers as appropriate.

Brady Storhoff is a financial advisor at Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 credential with seven years of industry experience. He previously worked at UBS Financial Services Inc. before joining Walkner Condon. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. Walkner Condon employs a Modern Portfolio Theory framework to tailor asset allocation and risk tolerance and manages just over $1 billion in client assets.

Sylvain Michelin is a CFA® charterholder with 11 years of industry experience. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2020. His previous roles include positions at Thun Financial Advisors, LLC and CitiBank. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a long-term, modern portfolio theory-based approach and serves a notable non-U.S. client base, incorporating international securities into its strategies.

Keith Poniewaz is a financial advisor at Walkner Condon Financial Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Walkner Condon since 2019, following three years at Thun Financial Advisors. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework and offers tailored asset allocation, estate-planning facilitation, and tax preparation services to a diverse client base.

Clinton Bauch is a CFP® with 30 years of industry experience, currently with Park Capital Management, LLC since 2012. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and M&I Financial Advisors. Outside of his advisory role, he is a partner in an LLC formed to invest in convertible notes with Sundial Growers Inc. Park Capital Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients through investment consulting and portfolio management. The firm employs a long-term, asset-allocation driven investment approach supplemented by quantitative optimization and may utilize third-party managers and specialized strategies.

Richard Farmer is a CFP® with 15 years of industry experience. He has worked at Walkner Condon Financial Advisors LLC since 2020 and previously spent six years at Thun Financial Advisors, LLC. Farmer is a partner in WC Tax Services LLC, a tax preparation business affiliated with his advisory firm. Walkner Condon Financial Advisors LLC manages over $1 billion in client assets, serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a Modern Portfolio Theory framework with a long-term trading orientation tailored to clients' goals.

Mark Fedenia is an advisor at Atlatl Advisers with 17 years of industry experience. He has been with Atlatl Advisers since 2015 and also serves as an associate professor at the University of Wisconsin–Madison, where he has taught graduate business students since 1986. Atlatl Advisers serves individual clients, including high-net-worth households, as well as institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management using a disciplined framework that incorporates risk tolerance, financial planning, and capital markets assumptions, with an emphasis on bottom-up equity selection and ongoing due diligence.

Congying Xiang is a financial advisor at SyntheticFi LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Epic Systems Corporation for five years. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring.

Alicia Vande Ven is a CFP® professional with four years of experience at Walkner Condon Financial Advisors LLC in Verona, WI. Prior to joining the firm, she operated Asha's Homemade Candles for seven years. She is also a partner in WC Tax Services LLC, a tax preparation business affiliated with her firm. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework and offers integrated tax preparation and estate-planning facilitation through affiliated entities.

Ian Beardsley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Walkner Condon Financial Advisors LLC since 2024. Prior to this, he worked at Madison Gas and Electric Company for six years and EY for two years. He is a board member of Kikiaola Land Company, Ltd, a real estate development firm. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework with a long-term trading approach and offers additional services including estate-planning facilitation and tax preparation through an affiliated entity.

Mary Jo Staniszewski is a financial advisor at Walkner Condon Financial Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Wealth Management Company, Matthew M Heckmann, and Northwestern Mutual Investment Services LLC. Walkner Condon Financial Advisors LLC manages approximately $733 million in client assets for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, discretionary investment approach guided by individualized Investment Policy Statements and offers services including portfolio management, financial planning, and estate planning through a partnership with Wealth, Inc.

Clinton Walkner is a financial advisor with Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms including Securities America Advisors, Inc. and Cetera Wealth Services, LLC, and has been with Walkner Condon Financial Advisors since 2012. Outside of his advisory role, he serves on the board of directors for Nakoma Golf Club and is a member of an LLC involved in a private restaurant investment. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages just over $1 billion in client assets and combines Modern Portfolio Theory with tailored asset allocation and risk tolerance, also offering estate-planning facilitation and tax preparation services through affiliated entities.

Felipe Quaassdorff Molina is a CFA® charterholder with one year of industry experience. He currently works at Walkner Condon Financial Advisors LLC and previously held roles at Terrace Wealth, Washington University St Louis, Inversiones Security, Arauco, and Citi-Banchile Inversiones. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework tailored to individual goals and manages just over $1 billion in client assets.

Hunter Klus Wedel is a financial advisor with Atlatl Advisers in Madison, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and M3 Insurance, as well as a position at Orange Theory Fitness. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers comprehensive financial planning, consulting, and both discretionary and non-discretionary investment management, using a multi-faceted approach that includes mutual funds, ETFs, independent managers, and alternative investments.

Paulina Price is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Walkner Condon in 2021, she worked at PBS Wisconsin and was involved with Rotary International. Walkner Condon Financial Advisors provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm uses individualized Investment Policy Statements and a discretionary, long-term investment approach that includes a diverse investible universe and may involve third-party money managers.

Geoffrey Dunmore is a CFP® professional with six years of industry experience, currently with Keating Financial Advisory Services. His prior roles include positions at Raymond James Financial Services, Filbrandt Wealth Management, and Wells Fargo. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting services, with a focus on mutual funds, ETFs, equities, and fixed income investments.

Tahlia Micoley is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at First American Financial Corporation and various positions outside the financial sector. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and retirement plans, managing approximately $733 million in assets. The firm employs a discretionary, long-term approach guided by individualized Investment Policy Statements and offers a broad investible universe including mutual funds, ETFs, fixed income, real estate funds, annuities, and international securities.

Jasper Vaccaro is a financial advisor at Atlatl Advisers in Madison, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Waukesha State Bank, Heartland Financial, BMO Harris Financial Advisors, and M&I Brokerage Services. Atlatl Advisers serves individual and institutional clients, offering financial planning, consulting, and investment management with a focus on integrating comprehensive wealth management and a structured investment approach. The firm uses a diversified strategy that includes mutual funds, ETFs, independent managers, and alternative investments, and also provides specialized services such as digital-asset management and outsourced CIO consulting.