Nathan Plumb is a financial advisor at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wisconsin Capital Management and Lincoln Financial Advisors. Outside of his advisory role, he is a licensed real estate agent conducting sales for friends and family, offers health insurance and health savings account services, manages lodging rentals through Airbnb, and serves as a board member of the Wisconsin Veterans Museum Foundation. 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 employs a growth-at-reasonable-prices investment approach and manages diversified portfolios with an emphasis on fundamental analysis tailored 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 and holds the Series 66 designation with nine years of industry experience. He is a principal at Wullschleger Group, where he has worked since 2023. He also serves as an independent insurance agent at The Insurance Group. Wullschleger Group provides discretionary portfolio management to individuals, including high-net-worth clients, and pension plans, along with retirement-plan consulting. The firm uses tailored model portfolios and a combination of long-term purchase strategies and technical analysis, with a focus on operational oversight of private fund investments and coordination with client advisors.

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 in Madison, WI, with 18 years of industry experience. He holds the Series 66 designation and has previously worked at 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 client objectives and risk tolerances, utilizing a broad range of securities and third-party managers.

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® with eight years of industry experience, currently serving as an advisor at Yahara Wealth Management LLC in Madison, WI. He has worked at Yahara Wealth Management since 2017 and previously held a position at the University of Wisconsin-Madison. Outside of his advisory role, he manages a financial education membership site called Generous Steward LLC. Yahara Wealth Management is a fee-only registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes long-term, globally diversified portfolios primarily using low-cost passive investments, supplemented by third-party research and specialized strategies tailored to client needs.

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® professional with 32 years of experience in financial advising. She has worked at T. Anton Investment House, Inc. since 2015 and previously spent 21 years at Googins Advisors, Inc. T. Anton Investment House, Inc. provides financial planning and discretionary portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm uses a fundamental bottom-up investment approach with proprietary model portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

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.

Patrick Fosdick is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wisconsin Wealth Advisors, LLC. He has held roles at Harbour Investments, Inc., and operates WWA Tax Services LLC. Outside of his advisory work, he is president and owner of Madison Sports & Social Club and serves as an at-large board member for Providence Square Unit Owners Association. Wisconsin Wealth Advisors provides investment management and financial consulting services to individuals, including high-net-worth clients, and qualified retirement plans. The firm uses both fundamental and technical analysis to build portfolios aligned with client goals, offering discretionary and non-discretionary management alongside comprehensive planning services.

Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Wisconsin Wealth Advisors since 2009 and operates as a sole proprietor beginning in 2002. Swenson serves as a board member for both the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors provides investment management and financial consulting to individuals and qualified retirement plans, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerances. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, conducting regular reviews that include rebalancing and tax-loss harvesting.

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.