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.

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.

Katie Veloff is a CFP®-certified financial advisor with six years of industry experience. She has been with Buttonwood Partners, Inc. since 2019. Prior to her current role, she held positions in education and at the Wisconsin Energy Institute. Buttonwood Partners primarily serves high-net-worth individuals and various entities, offering discretionary portfolio management and related advisory services. The firm combines fundamental and technical analysis in managing 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 with Apex Fiduciary Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. He is also the owner of Apex Fiduciary Tax Advisors, LLC, where he spends significant time managing operations. Apex Fiduciary Advisors LLC provides financial planning, investment management, and qualified plan consulting to individuals, families, trusts, estates, businesses, charities, and qualified plans. The firm uses a customized strategic asset allocation framework and integrates tax and insurance services through affiliated entities, serving primarily with non-discretionary account 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.

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.

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.

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.

Simon Bowler is a financial advisor at 2nd Market Capital Advisory Corporation with eight years of industry experience. He holds a Series 65 credential and has previously worked at ShopBop LLC and North Central Group. Outside of his advisory role, he contributes investment research as a writer for Seeking Alpha and serves as a sector analyst at 2nd Market Capital Services Corporation. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on real-estate equities such as common and preferred REIT shares. The firm utilizes fundamental analysis to target discounted securities, dividend income, and capital appreciation, and offers sub-advisory services alongside a publicly disseminated model portfolio.

Michael Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cuna Brokerage Services, Inc. and CUNA Mutual Group before joining T. Anton Investment House, Inc. in 2026. 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 uses fundamental, bottom-up analysis and proprietary in-house asset-allocation models to provide discretionary portfolio management and financial planning services.

John Scherer is a CFP® professional with nine years of industry experience, currently serving at Trinity Financial Planning in Middleton, WI. He has been affiliated with Trinity Financial Planning since 2001. Outside of his advisory role, he is a member of Dry Dog Ranch LLC, a farming business. Trinity Financial Planning provides fee-only financial planning, tax planning, and discretionary investment management for individuals, families, trusts, and retirement plans. The firm employs a disciplined, long-term, market-efficient investment approach and offers integrated financial planning alongside ongoing portfolio management.

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 industry experience and currently serves as a financial advisor at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI. His prior roles include work with Harbour Investments, Inc. and Mennenga Tax & Financial. Outside of advising, he is president and owner of Madison Sports and Social Club LLC and serves as an at-large board member for the Providence Square Unit Owners Association. Wisconsin Wealth Advisors provides investment management and financial consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis to build portfolios aligned with client goals, with regular account reviews and a comprehensive planning approach.