Gary Palmer is a financial advisor with Haese Financial Group Inc in Oregon, WI, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Superior Financial Services, Inc. since 2013. Outside of his advisory work, Palmer is involved in farming activities, managing his family’s farm operations and custom farming on a part-time basis. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a variety of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm manages approximately $47 million, generally on a non-discretionary basis, utilizing strategic, globally diversified asset allocations primarily implemented through no-load or low-load mutual funds and ETFs, and also offers accounting and tax services.

Mitchell De Witt is a CFP® with 10 years of experience in the financial services industry. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2018, and previously held positions at Bank of America and Merrill. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory framework with a long-term trading orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.

Daniel Spellman is a financial advisor at Park Capital Management, LLC in Madison, WI, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at UPS and American Lending Solutions. Park Capital Management, LLC is an SEC-registered advisory firm managing approximately $733 million for about 525 clients through a five-advisor team. The firm offers investment management, financial planning, and 401(k) plan consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, emphasizing discretionary portfolio management with a long-term, buy-and-hold approach supported by quantitative analysis and outside research.

Ross Fedenia is a CFP® professional with 11 years of experience in financial advising. He is currently with Atlatl Advisers, where he has worked since 2021, following roles at Ameriprise Financial Services, UBS Financial Services, and Robert W. Baird. Atlatl Advisers serves both individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management, using a multi-asset approach and a risk-focused framework that includes services like digital-asset management and outsourced CIO consulting.

Cynthia Farnsworth is a CFP® professional with 19 years of industry experience. She is currently with Atlatl Advisers and has prior experience at Ameriprise and UBS Financial Services. Atlatl Advisers serves individual and institutional clients, providing financial planning, consulting, and investment management. The firm uses a five-part framework incorporating risk tolerance and financial planning, managing portfolios with mutual funds, ETFs, independent managers, and selected securities, and offers specialized services including digital-asset management and outsourced CIO consulting.

Cameron Gray is a CFP® with 13 years of industry experience, currently serving as an advisor at Park Capital Management, LLC since 2018. He previously worked at PNC Investments, LLC and Morgan Stanley. Gray is also a licensed insurance agent and may recommend insurance products as part of his client services. Park Capital Management, LLC provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs asset-allocation frameworks and quantitative analysis with a long-term buy-and-hold approach, offering a range of specialized investment strategies and fiduciary services.

John Friar is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Park Capital Management, LLC. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020. Friar is also a licensed insurance agent. Park Capital Management is an SEC-registered advisory firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting services, employing a long-term, buy-and-hold investment approach combined with quantitative analysis and third-party managers as appropriate.

Brady Storhoff is a financial advisor at Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 credential with seven years of industry experience. He previously worked at UBS Financial Services Inc. before joining Walkner Condon. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. Walkner Condon employs a Modern Portfolio Theory framework to tailor asset allocation and risk tolerance and manages just over $1 billion in client assets.

Sylvain Michelin is a CFA® charterholder with 11 years of industry experience. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2020. His previous roles include positions at Thun Financial Advisors, LLC and CitiBank. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a long-term, modern portfolio theory-based approach and serves a notable non-U.S. client base, incorporating international securities into its strategies.

Keith Poniewaz is a financial advisor at Walkner Condon Financial Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Walkner Condon since 2019, following three years at Thun Financial Advisors. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework and offers tailored asset allocation, estate-planning facilitation, and tax preparation services to a diverse client base.

Clinton Bauch is a CFP® with 30 years of industry experience, currently with Park Capital Management, LLC since 2012. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and M&I Financial Advisors. Outside of his advisory role, he is a partner in an LLC formed to invest in convertible notes with Sundial Growers Inc. Park Capital Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients through investment consulting and portfolio management. The firm employs a long-term, asset-allocation driven investment approach supplemented by quantitative optimization and may utilize third-party managers and specialized strategies.

Richard Farmer is a CFP® with 15 years of industry experience. He has worked at Walkner Condon Financial Advisors LLC since 2020 and previously spent six years at Thun Financial Advisors, LLC. Farmer is a partner in WC Tax Services LLC, a tax preparation business affiliated with his advisory firm. Walkner Condon Financial Advisors LLC manages over $1 billion in client assets, serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a Modern Portfolio Theory framework with a long-term trading orientation tailored to clients' goals.

Mark Fedenia is an advisor at Atlatl Advisers with 17 years of industry experience. He has been with Atlatl Advisers since 2015 and also serves as an associate professor at the University of Wisconsin–Madison, where he has taught graduate business students since 1986. Atlatl Advisers serves individual clients, including high-net-worth households, as well as institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management using a disciplined framework that incorporates risk tolerance, financial planning, and capital markets assumptions, with an emphasis on bottom-up equity selection and ongoing due diligence.

Congying Xiang is a financial advisor at SyntheticFi LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Epic Systems Corporation for five years. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring.

Alicia Vande Ven is a CFP® professional with four years of experience at Walkner Condon Financial Advisors LLC in Verona, WI. Prior to joining the firm, she operated Asha's Homemade Candles for seven years. She is also a partner in WC Tax Services LLC, a tax preparation business affiliated with her firm. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework and offers integrated tax preparation and estate-planning facilitation through affiliated entities.

Ian Beardsley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Walkner Condon Financial Advisors LLC since 2024. Prior to this, he worked at Madison Gas and Electric Company for six years and EY for two years. He is a board member of Kikiaola Land Company, Ltd, a real estate development firm. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework with a long-term trading approach and offers additional services including estate-planning facilitation and tax preparation through an affiliated entity.

Mary Jo Staniszewski is a financial advisor at Walkner Condon Financial Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Wealth Management Company, Matthew M Heckmann, and Northwestern Mutual Investment Services LLC. Walkner Condon Financial Advisors LLC manages approximately $733 million in client assets for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, discretionary investment approach guided by individualized Investment Policy Statements and offers services including portfolio management, financial planning, and estate planning through a partnership with Wealth, Inc.

Clinton Walkner is a financial advisor with Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms including Securities America Advisors, Inc. and Cetera Wealth Services, LLC, and has been with Walkner Condon Financial Advisors since 2012. Outside of his advisory role, he serves on the board of directors for Nakoma Golf Club and is a member of an LLC involved in a private restaurant investment. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages just over $1 billion in client assets and combines Modern Portfolio Theory with tailored asset allocation and risk tolerance, also offering estate-planning facilitation and tax preparation services through affiliated entities.

Felipe Quaassdorff Molina is a CFA® charterholder with one year of industry experience. He currently works at Walkner Condon Financial Advisors LLC and previously held roles at Terrace Wealth, Washington University St Louis, Inversiones Security, Arauco, and Citi-Banchile Inversiones. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework tailored to individual goals and manages just over $1 billion in client assets.

Hunter Klus Wedel is a financial advisor with Atlatl Advisers in Madison, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and M3 Insurance, as well as a position at Orange Theory Fitness. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers comprehensive financial planning, consulting, and both discretionary and non-discretionary investment management, using a multi-faceted approach that includes mutual funds, ETFs, independent managers, and alternative investments.