Gregory Jones is a financial advisor at Forward Investment Advisors, Inc. in Madison, WI, holding a Series 65 designation with 23 years of industry experience. He has been with Forward Investment Advisors since 2001. Forward Investment Advisors, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using passive index funds and ETFs as core holdings, supplemented by actively managed funds and individual securities, and offers tailored discretionary advisory relationships with periodic reviews and quarterly reporting.

Nancy Metzger is a CFP® professional with eight years of experience in financial advising. She currently works at MAPT Capital and previously held roles at Creative Planning, Inc., Thun Financial Advisors, and Working Capital for Community Needs, Inc. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines passive and active investment strategies and integrates financial planning with investment decisions, emphasizing modern portfolio theory and addressing cross-border wealth matters.

John Schroder is a financial advisor with Lindenwood Financial LLC based in Madison, WI. He holds a Series 65 designation and has experience working at Wings Credit Union, Bell Bank, and Great Midwest Bank. He joined Lindenwood Financial in 2026 and has been with the firm for one year. Lindenwood Financial LLC provides wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management tailored to client needs.

Kyra Thiel is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Perk Planning in Madison, WI. She previously worked at Savant Wealth Management and held various roles at the University of Wisconsin-Madison and in the food service industry. Perk Planning provides financial planning and investment consultation to individuals and businesses, focusing on cash flow, retirement, education, risk management, and estate planning. The firm emphasizes a long-term, passive investment approach using index mutual funds and ETFs, delivers advice through discrete engagements, and is known for offering public financial education workshops.

Robin Sherman is a Series 65-licensed financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, with 10 years of industry experience. She has been associated with 2nd Market Capital Services Corporation since 1991. Sherman serves as the Executive Director and Secretary/Treasurer of the Board of Directors for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities through fundamental analysis. The firm manages multiple account types, including a Proprietary REIT Total Return Portfolio and offers public model portfolios and market commentary.

Corbin Mcguire is a financial advisor at Walleye Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Artisan Partners Limited Partnership, Heartland Advisors, Inc., and ALPS Distributors, Inc. Outside of his advisory role, he serves as a head coach at University School of Milwaukee. Walleye Partners LLC provides investment advisory services primarily to individual and high-net-worth clients through discretionary managed accounts and oversight of third-party sub-advisors. The firm focuses on tailoring investment strategies to client objectives and risk tolerance, incorporating methods such as dollar-cost averaging and technical analysis.

Hi there! My passion and strengths lie in helping people achieve holistic financial well-being and live more meaningfully through personalized, expert financial planning and investment management. In addition to being a CFP® professional, I'm proud to have completed my Master of Science degree in Personal Financial Planning. I am also an Accredited Wealth Management Advisor™ professional, which is a specialized credential in the unique needs of high-net-worth clients, and hold my Accredited Behavioral Finance Professional™ certificate, which is a specialized credential in the the psychology of investor behaviors. Why did I open Lindenwood Financial? I observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. I saw how these obstacles can not only hinder people's financial progress, but cause stress and frustration. So, I envisioned offering a modern, transparent, and simplified but full-service experience to put people at ease and help them reach financial goals they didn't know were possible. Thus, Lindenwood Financial was born. Lindenwood Financial stands out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (translation: no loyalty and no bias) to any financial companies, products, or third parties. We also don’t receive sales commissions, ensuring there are no hidden incentives to influence our recommendations. We are not paid by anyone but our clients. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests — period. Interested in learning more? I'd love to hear from you. We offer a complimentary consultation & process to answer all of your questions and show you what we do. With no cost or obligation, it's an easy way to educate yourself, evaluate us, and decide if you'd like to work with us.

Clifford Wullschleger is a financial advisor at Wullschleger Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Cetera Advisor Networks. Outside of advisory work, he serves as president of The Insurance Group, a corporation involved in fixed insurance sales. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals—including high-net-worth clients—and pension plans. The firm uses tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational process for private fund investments.

Nathan Plumb is a financial advisor at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors. Outside of advisory work, he is a licensed real estate agent serving friends and family, offers health insurance and health savings account services, and serves on the board of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, corporations, charitable organizations, and two registered investment companies. The firm employs a fundamental growth-at-reasonable-prices investment approach, constructing diversified portfolios and tailoring policies to client objectives and risk tolerances.

Ross Bowler is a financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, holding a Series 63 designation with 34 years of industry experience. He has been with 2nd Market Capital Advisory Corp. since 1991 and also serves as owner and president of 2nd Market Capital Services Corporation, which provides investment research and consulting services. Bowler founded and serves as president of the board for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corp. offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as REIT shares. The firm employs fundamental analysis to target discounted securities, dividend income, and capital appreciation, and it provides sub-advisory services along with publicly available model portfolios and market commentary.

Eric Wullschleger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Wullschleger Group, where he has worked since 2023. Prior to this, he held roles at Woodbury Financial Services, The Insurance Group, Value Line, and Cetera Advisor Networks. Outside of his advisory work, he is an independent insurance agent with The Insurance Group. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals, including high-net-worth clients, and pension plans. The firm employs tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational workflow for private fund investments.

Katie Veloff is a CFP® with five years of industry experience, currently serving as an advisor at Buttonwood Partners, Inc. since 2019. Her prior work experience includes roles in education and the Wisconsin Energy Institute. Buttonwood Partners primarily serves high-net-worth individuals and various entities, providing discretionary portfolio management and related advisory services. The firm employs fundamental analysis and technical factors to manage concentrated portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Bruce Krueger is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Buttonwood Partners since 1990. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, offering continuous discretionary portfolio management and related advisory services. The firm combines fundamental analysis with occasional technical factors to manage concentrated, discretionary portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Thomas Freitag is a financial advisor at Apex Fiduciary Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. In addition to his advisory role, he owns and operates Apex Fiduciary Tax Advisors, LLC. Apex Fiduciary Advisors serves individuals, families, trusts, businesses, and charities by providing financial planning, qualified plan consulting, and customized investment management. The firm builds portfolios aligned to target risk allocations using strategic asset allocation, offering both discretionary and non-discretionary management.

Jonathan Laventure is a financial advisor at CMG Wealth Advisors LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at The Peoples Community Bank and LPL Financial since 2013. Outside of his advisory role, he serves as a soccer referee for the Mount Horeb Soccer Club. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting services to retail and institutional clients. The firm manages portfolios using a broad range of securities, tailoring allocations to client objectives and risk tolerance, and offers fiduciary services to employers and plan sponsors.

Andrew Crone is a CFP® professional with eight years of industry experience, currently serving as an advisor at Yahara Wealth Management LLC. Prior to joining Yahara Wealth Management, he worked at the University of Wisconsin-Madison and the Askren Wrestling Academy. In addition to his advisory role, he manages a financial education membership site called Generous Steward LLC. Yahara Wealth Management is a two-advisor, fee-only registered investment adviser providing personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm emphasizes long-term, globally diversified asset allocation primarily through low-cost passive mutual funds and ETFs, supplemented by third-party research and customized fixed income portfolios.

Sandra Zimbric is a financial advisor at Apex Fiduciary Advisors LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial. Outside of her advisory role, she serves as Treasurer of the Waunakee Boys Kickers Club. Apex Fiduciary Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and retirement plans, providing financial planning, qualified plan consulting, and investment management. The firm builds customized portfolios aligned to target risk allocations and offers both discretionary and non-discretionary management, emphasizing coordination of investment, tax, and insurance services.

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.

Grace Trewartha is a financial advisor at MAPT Capital with four years of industry experience. She holds a Series 65 designation and has worked at firms including Creative Planning and Roaring Fork. Outside of her advisory roles, she is involved with Live Beneath Your Means LLC, a business she has been engaged with since 2018. MAPT Capital is a fee-only advisory firm serving a range of clients including individuals, families, pension plans, and charitable organizations. The firm integrates financial planning with investment management, emphasizing cross-border and international wealth matters through a blend of passive and active strategies.

Eric Heiting is a CFP® and ChFC® with 27 years of experience in financial advisory roles. He is the managing principal of Central Wealth Management LLC in Madison, WI, and has previously worked with firms including Physician Wealth Strategies and New York Life Insurance Company. Outside of his advisory work, Heiting is involved in various investment-related activities, including serving as a board member for POLCO, Inc., managing a venture capital fund, and consulting for biopharmaceutical and real estate development companies. Central Wealth Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary management of accounts and access to private and alternative pooled investments, tailoring portfolios based on client objectives, time horizons, and risk tolerances.