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.

Grace Trewartha is a financial advisor at MAPT Capital with four years of industry experience. She holds a Series 65 designation and has previously worked at Creative Planning and NCG. Outside of her advisory roles, she is involved with Live Beneath Your Means LLC, a separate business activity. MAPT Capital is a fee-only registered investment adviser that offers discretionary and non-discretionary portfolio management along with project-based financial planning. The firm serves individuals, families, plans, nonprofits, and businesses, employing a mix of passive and active strategies and emphasizing cross-border and international wealth management.

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.

Stephen Share is a CFA® charterholder with 13 years of industry experience. He has been with Wisco Investment Management LLC since 2013, where he serves as one of two advisors. The firm provides investment supervisory and portfolio management services to individuals, corporations, and nonprofit organizations, managing approximately $73.7 million in client assets. Wisco Investment Management emphasizes fundamental analysis and asset allocation, using both long-term and short-term trading strategies, and manages accounts with documented risk tolerances through written Investment Policy Statements.

Gregory Ehlers is a financial advisor at CMG Wealth Advisors LLC in Madison, WI, holding Series 65 and Series 63 licenses with 15 years of industry experience. His prior roles include positions at LPL Financial, CMG Financial Securities, Mischler Financial Group, and Navigate Advisors, as well as over a decade at REQ Consulting. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting to retail and institutional clients, managing approximately $138.4 million in regulatory assets as of mid-2026. The firm offers customized portfolio construction and ongoing monitoring, utilizing a broad range of securities and third-party managers within a framework that adheres to Department of Labor guidance.

Jodie Mclellan is a financial advisor at Sycamore Investment Consulting Services, LLC with 29 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Buttonwood Partners, Inc. for over two decades. Mclellan serves as a board member of the Australian Shepherd Club of America in a volunteer capacity. Sycamore Investment Consulting Services provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations. The firm follows a top-down, asset-allocation approach with customized portfolios, primarily using actively managed mutual funds, and offers both discretionary portfolio management and fee-based planning services.

Shannon Bindl is a financial advisor with CMG Wealth Advisors LLC in Madison, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining CMG Wealth Advisors, Bindl worked at Ameriprise Financial Services from 2017 to 2026 and at All American Coop & Progressive Ag Center from 2016 to 2017. Outside of CMG, Bindl is involved with Ikigai Operations LLC, where she manages an advisory business. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting to both retail and institutional clients, managing approximately $138.4 million in regulatory assets. The firm customizes portfolios based on clients’ objectives and risk tolerance, utilizing a broad range of securities and third-party managers, and maintains a common control relationship with affiliated broker-dealer and community bank entities.

Leonard Barry is a CFP® professional with 20 years of experience in financial advising. He has been with Yahara Wealth Management LLC since 2013. Outside of his advisory role, he serves as secretary and treasurer of Madison Expeditionary Learning Academy, an educational organization, and as treasurer of East Madison Little League. Yahara Wealth Management LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes broadly diversified, low-cost, tax-aware portfolios primarily using passively managed mutual funds and ETFs, and it offers comprehensive financial planning and employee benefit plan consulting.

Nicholas Moore is a financial advisor at Trinity Financial Planning with 13 years of industry experience. He holds the Series 66 designation and has previously worked at North Star Resource Group, CRI Securities, Securian Financial Services Inc, Edward Jones, and LPL Financial. Trinity Financial Planning is a fee-only firm serving individuals and families, including high-net-worth clients, offering integrated financial planning, tax planning, and discretionary investment management. The firm employs a long-term, market-efficient approach focusing on disciplined asset allocation and typically uses no-load mutual funds and ETFs.

Francisco Aguilar Puyol is a CFP® professional with nine years of industry experience, currently serving as an advisor at MAPT Capital. His prior roles include positions at Creative Planning and Thun Financial. He also holds a faculty position at Northwestern University. MAPT Capital is a fee-only registered investment adviser that provides discretionary and non-discretionary portfolio management and project-based financial planning to individuals, families, charitable organizations, and businesses, including cross-border clients. The firm combines modern portfolio theory with passive and active strategies and emphasizes international wealth management and estate-planning integration.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.

Susan Lawton is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Buttonwood Partners since 2008. Buttonwood Partners primarily serves high-net-worth individuals and various entities, offering discretionary portfolio management and related advisory services. The firm employs fundamental analysis and manages concentrated portfolios, functioning as both a registered investment adviser and an affiliated broker-dealer.

Brenda Sims is a financial advisor at T. Anton Investment House, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with T. Anton Investment House, Inc. since 2015. T. Anton Investment House, Inc. provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as corporations, pension plans, and charitable organizations. The firm employs a fundamental, bottom-up investment approach with proprietary model portfolios tailored to client objectives, risk tolerance, and tax considerations.

Dane Bowler is a financial advisor at 2nd Market Capital Advisory Corp. with 10 years of industry experience. He holds a Series 65 designation and has been with 2nd Market Capital Services Corporation since 2012. Bowler serves on the board of directors of 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 such as common and preferred REIT shares. The firm emphasizes fundamental analysis to identify discounted securities, dividend income, and capital appreciation, managing approximately $40.4 million in discretionary assets.

Thomas Plumb is a financial advisor at Wisconsin Capital Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wisconsin Capital Management since 2005, as well as previously at SVA Plumb Wealth Management. Outside of his advisory role, he is involved as a general partner in a land acquisition business and as an investor in environmental waste products and construction companies. Wisconsin Capital Management provides discretionary investment management, financial planning, and advisory services to individuals, high‑net‑worth clients, corporations, charitable organizations, and two registered investment companies. The firm emphasizes fundamental growth-at-reasonable-prices analysis and maintains diversified portfolios aligned with client objectives and risk tolerances.

Gregory Schroeder is a financial advisor at Wisco Investment Management LLC in Madison, WI, holding Series 63 and Series 66 credentials with 17 years of industry experience. He has been with Wisco Investment Management since 2011 and previously worked at Wisco Research LLC and Nakoma Capital Management, LLC. Wisco Investment Management provides portfolio management and advisory services to individuals, corporations, and nonprofit organizations, preparing tailored Investment Policy Statements for each client. The firm emphasizes fundamental analysis and strategic asset allocation, primarily constructing diversified portfolios with U.S.-listed ETFs, and manages approximately $92 million in discretionary assets across about 448 clients.