Nicholas Toman is a CFP® professional with 16 years of industry experience. He currently works at John F Suby Wealth Management LLC and has previously held positions at Trek Financial, Empowered Financial Investments, US BANK, and Savant Wealth Management. He is also a licensed insurance agent with appointments at various insurance companies. John F Suby Wealth Management, LLC 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 focused on diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers.

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.

Joseph Hoffart is a financial advisor at Wealth Planning Advisors LLC in Stoughton, WI. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Planning Advisors, he worked at the University of Wisconsin - Eau Claire and in retail and education roles. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an affiliated accounting business providing tax, bookkeeping, and payroll services. Their investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing stocks, bonds, mutual funds, and ETFs, including passive and ESG strategies.

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.

Kristian Finfrock is a financial advisor at Retirement Income Strategies, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as Kalos Capital, Inc. and MSI Financial Services, Inc. In addition to advising, he is a financial educational course instructor for Retirement Elevated and Retirement Planning Today. Retirement Income Strategies, LLC offers investment advisory and financial planning services primarily to individuals, as well as pension/profit-sharing plans and charitable organizations. The firm provides discretionary portfolio management using fundamental security analysis and allocation models across various asset classes and combines ongoing asset management with standalone financial planning engagements.

Timothy Neuenschwander is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience and has been with Neuenschwander Asset Management, LLC since 2007. He holds the CFP® designation and Series 65 license. Outside of his advisory work, he is a managing member of a residential real estate business in McFarland, WI. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified allocations primarily through passively managed index funds and ETFs, and offers comprehensive financial planning and retirement advisory services.

Austin Preece is a CFP® professional with seven years of experience in financial advising. He is currently with Wealth Planning Advisors LLC and has previously worked at CliftonLarsonAllen Wealth Advisors, PFS Investments Inc., and Primerica Life Insurance. Outside of his advisory work, he is also a bartender at Helix Wine, Craft Bar & Cafe in Altoona, WI. Wealth Planning Advisors LLC is a fee-only firm serving individual clients and employer plan sponsors, providing integrated financial planning, investment management, and retirement plan consulting. The firm offers portfolios primarily focused on stocks, bonds, mutual funds, and ETFs, including socially conscious options upon request, and supports clients with additional services such as tax preparation and educational seminars through an affiliated accounting business.

James Murphy III is a CFP® and Series 65-registered advisor with Neuenschwander Asset Management, LLC, where he has worked since 2008, accumulating 18 years of industry experience. In addition to his advisory role, he is a co-owner and member of Pin High Properties, LLC, a residential rental property business in Oregon, Wisconsin. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation, primarily using passively managed index funds and ETFs.

Bryan Sapp is a CFA® charterholder with two years of industry experience. He is currently with Exceed Advisory LLC and previously worked at Schaeffer's Investment Research for 13 years. Exceed Advisory LLC provides option-based investment strategies to a range of clients, including registered investment companies, institutions, other registered investment advisers, and individual and high-net-worth clients. The firm focuses on defined-outcome, option-based solutions using listed index and FLEX options, and commonly serves as a sub-advisor implementing tailored strategies through separately managed accounts and advised Funds and ETFs.

Alyssa Thompson is a financial advisor at Park Capital Management, LLC in Madison, WI, holding a Series 65 license with eight years of industry experience. She has been with Park Capital Management since 2017 and previously worked at Hausmann-Johnson Insurance. In addition to her advisory role, she serves as Treasurer for the Fort Atkinson branch of the American Association of University Women. Park Capital Management provides investment consulting and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs asset-allocation frameworks and quantitative risk/return analysis with a long-term investment orientation while offering fiduciary services, 401(k) consulting, and access to specialized investment strategies.

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to that, her work history includes roles at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors serves individuals, high-net-worth clients, couples, families, trusts, businesses, participant-directed retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm emphasizes client-specific strategic asset allocations blending index-based equities, fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Daniel Weiss is a Series 65-licensed advisor at Leach, Bickmore & Weiss Wealth Management, LLC with 15 years of industry experience. He has been with the firm since 2015. Outside of his advisory work, Weiss is a managing member of HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. He is also a licensed independent insurance agent. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients through a five-advisor team. The firm employs a value-oriented investment approach using fundamental analysis and intrinsic-value assessments to manage portfolios including individual stocks, bonds, mutual funds, and ETFs, with strategies that may use options and margin.

Margaret Mcneil is a CFP® and holds a Series 66 license with three years of industry experience. She currently works at Isthmus Partners, LLC and previously held roles at BBR Partners and Charles Schwab. Before entering the financial industry, she worked in the retail and fitness sectors. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts and pension plans. The firm employs a committee-driven, equity-centered investment process combining quantitative screening and fundamental analysis to construct portfolios, and offers both discretionary portfolio management and financial planning services.

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.

Frank Gambino is a CFA® charterholder with 25 years of industry experience. He has been with Isthmus Partners, LLC since 2014. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, performance reporting, and financial planning services. The firm employs an equity-centered, committee-driven investment process that integrates quantitative screening and fundamental analysis, offering portfolios constructed with explicit sizing and valuation rules.

Michael Ebeling is a CFA® charterholder with five years of industry experience, currently serving at Mendota Financial Group, LLC. His prior roles include positions at the State of Wisconsin Investment Board and the University of Wisconsin School of Business. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm employs a process-driven approach focused on long-term buy-and-hold investing, using fundamental and cyclical analysis across a broad set of securities, and also serves as a sub-advisor to other advisers.

Andrew Klein is a financial advisor at Walkner Condon Financial Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Gateway Financial Partners, Advisors' Pride Inc., LPL Financial, MML Investors Services, and Mass Mutual Life Insurance Company. He is also the owner of F Point Consulting LLC, a business consulting firm. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, managing over $1 billion in client assets. The firm uses a Modern Portfolio Theory framework with a long-term trading orientation and offers estate-planning facilitation and optional tax preparation services.