Cynthia Farnsworth is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Atlatl Advisers, where she has worked since 2024. Her prior experience includes roles at Ameriprise and UBS Financial Services. 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 comprehensive financial planning, consulting, and investment management using a structured approach that integrates portfolio construction with forward-looking capital-market assumptions, including specialized services like digital-asset management and outsourced CIO consulting.

Cameron Gray is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Park Capital Management, LLC since 2018. Prior to joining Park Capital, he worked at PNC Investments and Morgan Stanley in various capacities. He is also a licensed insurance agent and may recommend life insurance products as part of his services. Park Capital Management, LLC is an SEC-registered firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting, focusing on discretionary portfolio management tailored to individual client objectives and employing quantitative analysis and outside research in its investment process.

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® professional with 29 years of industry experience, currently serving as a financial advisor at Park Capital Management, LLC. He has been with Park Capital Management and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he is a partner in an investment LLC involved with convertible notes related to Sundial Growers Inc. Park Capital Management, LLC is an SEC-registered advisory firm managing approximately $733 million for about 525 clients through a five-advisor team. The firm offers investment management, financial planning, and retirement plan consulting services, employing a long-term, buy-and-hold investment approach with portfolio construction supported by quantitative analysis and third-party managers.

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® and Series 65-licensed financial advisor at Walkner Condon Financial Advisors LLC with three years of industry experience. She has worked at Walkner Condon since 2022 and previously operated Asha's Homemade Candles for seven years. Alicia is also a partner in WC Tax Services LLC, a tax preparation business. Walkner Condon Financial Advisors provides investment management and advisory services to individuals, high-net-worth clients, and pension plans, managing approximately $733 million in assets. The firm employs a long-term, discretionary investment approach grounded in modern portfolio theory and offers services including financial planning and estate planning through a partnership with Wealth, Inc.

Ian Beardsley is a financial advisor at Walkner Condon Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Walkner Condon in 2024, he worked at Madison Gas and Electric Company for six years and EY for two years. He serves as a board member for Kikiaola Land Company, Ltd., a real estate development firm in Hawaii, and is a partner in WC Tax Services LLC, a tax preparation business. 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 manages over $1 billion in client assets, employing a Modern Portfolio Theory framework and offering tailored asset allocation and risk management through a diverse mix of investment vehicles.

Andrew King is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Walkner Condon Financial Advisors LLC since 2025. Prior to this, he worked for 25 years at Coordinated Capital Securities. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets, employing a discretionary, long-term investment approach that includes a diversified investible universe with non-U.S. securities and partnerships for estate planning and tax services.

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 Madison, WI, holding a Series 66 designation and 21 years of industry experience. He has worked with Walkner Condon Financial Advisors since 2012 and has prior experience at Emerging RIA Consulting LLC, Walkner Condon Tax Services LLC, and WC Insurance Services LLC. Outside of his advisory role, he serves as a board member of Nakoma Golf Club and is involved in a private restaurant investment through ManBearPig Industries 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 grounded in modern portfolio theory and offers services including portfolio management, financial planning, third-party adviser selection, and estate planning.

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.