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® professional with 32 years of experience in financial advising. She has worked at T. Anton Investment House, Inc. since 2015 and previously spent 21 years at Googins Advisors, Inc. T. Anton Investment House, Inc. provides financial planning and discretionary portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm uses a fundamental bottom-up investment approach with proprietary model portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Matthew Goetzke is a CFA® charterholder with 26 years of industry experience. He is currently with Walleye Partners LLC and previously worked at Mendota Financial Group, LLC, Filbrandt Investment Advisers Incorporated, and Vestor Capital Securities, LLC. He serves on the board of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. He is also involved with KUMADA, LLC, an entity established to aggregate personal investments among partners. Walleye Partners LLC is an SEC-registered adviser serving individuals and high net worth clients with personalized portfolio management and asset allocation strategies. The firm employs varied investment approaches tailored to client objectives and manages approximately $276.7 million in client assets.

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 15 years of industry experience, currently serving as a financial advisor at Wisconsin Wealth Advisors, LLC. He has held roles at Harbour Investments, Inc., and operates WWA Tax Services LLC. Outside of his advisory work, he is president and owner of Madison Sports & Social Club and serves as an at-large board member for Providence Square Unit Owners Association. Wisconsin Wealth Advisors provides investment management and financial consulting services to individuals, including high-net-worth clients, and qualified retirement plans. The firm uses both fundamental and technical analysis to build portfolios aligned with client goals, offering discretionary and non-discretionary management alongside comprehensive planning services.

Nicholas Simonson is a CFP® with two years of industry experience, currently serving as a financial advisor at Brindle & Bay Financial Advisors, LLC. His prior roles include positions at Financial Impact Advisors, CWM, LLC, and Madison Wealth Partners, Inc. Brindle & Bay Financial Advisors provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on tailored strategies aligned with each client’s goals, risk tolerance, and time horizon. The firm employs a dynamic asset allocation framework supplemented by longer-term purchase strategies and retains discretion over implementation and monitoring.

Piotr Wolynski is a CFP® professional at Calculated Wealth with over 11 years of industry experience. He previously worked at BMO Wealth Management and Matter Family Office. Calculated Wealth serves individual and high-net-worth clients as well as small businesses, providing discretionary investment management and comprehensive financial planning. The firm combines low-cost passive portfolios with systematic, model-driven tactical strategies and emphasizes client-specific customization and ongoing portfolio supervision.

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 experience in financial advising. He currently works at John F Suby Wealth Management LLC and has prior experience at Trek Financial, Empowered Financial Investments LLC, US Bank, and Savant Wealth Management. In addition to his advisory role, he is a licensed insurance agent appointed with various insurance companies. 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 assets and uses diversified portfolios tailored to client objectives, often delegating implementation to sub-advisers and third-party managers.

Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Wisconsin Wealth Advisors since 2009 and operates as a sole proprietor beginning in 2002. Swenson serves as a board member for both the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors provides investment management and financial consulting to individuals and qualified retirement plans, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerances. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, conducting regular reviews that include rebalancing and tax-loss harvesting.

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 a PFS™ credential and seven years of industry experience. His prior work includes roles at Johnson Block and Company Inc. and BMO Harris N.A. He also owns NKB LLC, which provides tax consulting, tax preparation, and financial education through a dedicated website. Calculated Wealth serves individual and high-net-worth clients as well as small businesses, offering discretionary investment management and comprehensive financial planning. The firm primarily uses passive, asset-allocation-driven portfolios supplemented by tactical strategies based on quantitative models and trend analysis.

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 with Wealth Planning Advisors LLC in Stoughton, WI, holding a Series 65 designation and one year of industry experience. Before joining Wealth Planning Advisors, he worked in education and retail, including roles at the University of Wisconsin - Eau Claire and Pick n Save. Wealth Planning Advisors LLC is a fee-only firm serving individual clients and employer plan sponsors with investment management, financial planning, retirement plan consulting, and educational seminars. The firm offers integrated planning and portfolio management, utilizing diversified assets and socially conscious options, and also provides tax, bookkeeping, and payroll services through an affiliated accounting business.

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.