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.

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.

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.

Nicholas Simonson is a CFP® with two years of industry experience. He is currently with Brindle & Bay Financial Advisors, LLC, where he has worked since 2026. His prior experience includes roles at Financial Impact Advisors, CWM, LLC, and Madison Wealth Partners, Inc. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm uses an asset-allocation framework with dynamic weighting strategies, primarily through exchange-traded funds and model portfolios, offering personalized planning across retirement, cash flow, tax, estate, and insurance-related matters.

Piotr Wolynski is a CFP® professional at Calculated Wealth with six years of prior experience at BMO Wealth Management and Matter Family Office. He has been with Calculated Wealth since 2024 and has one year of industry experience. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by providing comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation using index funds and ETFs with a tactical approach that employs third-party quantitative models and trend-following assessments.

Brian Donley is a financial advisor at Walleye Partners LLC in Madison, WI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including 14 years at Mendota Financial Group, LLC. Donley is also a member of another advisory firm and part-owner of a venture capital vehicle that charges performance-based fees to accredited investors. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on discretionary managed accounts and oversight of third-party sub-advisors. The firm’s investment process aligns asset allocation and strategies with clients’ objectives, time horizons, and risk tolerances, incorporating techniques like dollar-cost averaging and technical analysis.

Nicholas Toman is a CFP® professional with 16 years of industry experience, currently serving at John F Suby Wealth Management LLC since 2025. His prior roles include positions at Trek Financial, Empowered Financial Investments, LLC, and US Bank. He is also a licensed insurance agent appointed with various insurance companies. John F Suby Wealth Management, LLC provides discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals and retirement plans. The firm emphasizes building diversified portfolios aligned with clients’ objectives and risk tolerance and often utilizes sub-advisers and third-party managers in portfolio implementation.

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.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business. In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I served on the Board of Directors of Wispact, Inc., an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin. At the appointment of Wisconsin Governor Tony Evers, I serve on the Wisconsin Board for Persons with Developmental Disabilities and the state College Savings Board. At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.

Matthew Suby is a financial advisor at John F Suby Wealth Management LLC in Madison, WI, with 27 years of industry experience. He has worked at John F Suby & Associates SC and John F Suby Wealth Management LLC since 2009. Outside of advisory services, he is a shareholder and CPA at John F. Suby & Associates, providing accounting and tax services to individuals and businesses. John F. Suby Wealth Management offers discretionary asset management, financial planning, investment consulting, and retirement plan services for individuals and retirement plans. The firm emphasizes efficient, diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers, and it provides integrated accounting services through its affiliated accounting practice.

Lisa Andrews is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Perk Planning and has 16 years of experience in the financial advisory industry. She has been with Modern Financial Planning, doing business as Perk Planning, since 2012. Perk Planning offers financial planning and periodic investment consultation to individuals and businesses, focusing on cash-flow, retirement, education, risk management, and estate planning. The firm uses a passive, long-term investment approach with strategic asset allocation and diversified index funds, providing non-discretionary, fee-only services without managing client assets on an ongoing basis.

Nathan Byers is a financial advisor at Calculated Wealth with six years of industry experience and holds the PFS™ designation. His work history includes roles at Johnson Block and Company Inc., BMO Harris N.A., and JBC Wealth Advisors, LLC. Outside of his advisory work, he is involved in tax preparation and consultation through NKB LLC and serves as a tax supervisor at Johnson Block and Company Inc., as well as providing financial education via a dedicated website. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by offering comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation with a systematic quantitative/tactical strategy, tailoring portfolios to client-specific investment policies and implementing decisions on a discretionary basis.

Griffin Kalepp is a CFP® professional with 11 years of industry experience, currently serving at Compound Wealth, Advisory and Tax LLC since 2025. His background includes roles at MBE Wealth Management, LLC, Cuna Mutual Group, CUNA Brokerage Services, Inc., and Wea Investment Services, Inc. Outside of advising, he is president of Strictly Sonny, LLC, and serves on the boards of SSM Health St. Clare Hospital and Blood Cancers United. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to client objectives and offers specialized programs such as the Compound Incubator for equity compensation guidance, alongside affiliated tax and accounting services and dedicated Family Office offerings.

Joseph Hoffart is a financial advisor at Wealth Planning Advisors LLC in Stoughton, WI. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Planning Advisors, he worked at the University of Wisconsin - Eau Claire and in retail and education roles. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an affiliated accounting business providing tax, bookkeeping, and payroll services. Their investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing stocks, bonds, mutual funds, and ETFs, including passive and ESG strategies.

Amy Butrymowicz is a financial advisor at John F. Suby Wealth Management LLC in Madison, WI, holding a Series 65 credential with 14 years of industry experience. She has been with John F. Suby Wealth Management since 2012 and is also involved in accounting and bookkeeping through her ownership of AJ Restaurant Accounting, LLC and as a shareholder at John F. Suby & Associates S.C. John F. Suby Wealth Management provides discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals and retirement plans. The firm manages approximately $465 million in client assets and employs an investment approach that matches diversified portfolios to client objectives and risk tolerance, often using third-party managers and platform providers, with integrated accounting services available through an affiliated practice.

Joel Yaeger is a financial advisor at Compound Wealth, Advisory and Tax LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Baker Tilly and SVA Certified Public Accountants. He is also the founder and CEO of Yaeger Advisory Services and Tax, LLC, a separate accounting and tax practice. Compound Wealth, Advisory and Tax LLC provides wealth management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to each client’s objectives and risk tolerance and offers unique services such as equity-compensation guidance and family office services.