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 a Series 66 designation and has worked previously at The Peoples Community Bank, LPL Financial, and Waddell & Reed. 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 to retail and institutional clients. The firm manages portfolios tailored to clients’ objectives and risk tolerance, utilizing a broad range of securities and third-party managers, and maintains approximately $138.4 million in regulatory assets under management as of mid-2026.

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.

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 63 and Series 65 licenses with 15 years of industry experience. His previous roles include positions at LPL Financial, Mischler Financial Group, Inc., and Navigate Advisors. He also spent 11 years at REQ Consulting. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting for both retail and institutional clients. The firm manages portfolios tailored to client objectives using a broad range of securities and operates alongside affiliated entities, including an affiliated broker-dealer and community bank.

Jodie Mclellan is a financial advisor with Sycamore Investment Consulting Services, LLC in Madison, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Sycamore since 2023 and has over two decades of experience at Buttonwood Partners, Inc. Mclellan serves as a volunteer board member of the Australian Shepherd Club of America. 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 emphasizing actively managed mutual funds, customized portfolios, and regular reporting and reviews.

Shannon Curtis is a financial advisor at CMG Wealth Advisors LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC for six years. Outside her advisory role, Curtis is involved with Ikigai Operations LLC, where she manages an advisory business as a registered team member. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting services to retail and institutional clients. The firm manages portfolios tailored to client objectives and risk tolerance, utilizes a broad range of securities, and operates with an affiliated broker-dealer and community bank while maintaining operational independence.

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.