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.

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 as an advisor at Mendota Financial Group, LLC in Madison, WI. His prior experience includes roles at the University of Wisconsin School of Business and the State of Wisconsin Investment Board. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm employs a documented consulting process to tailor asset allocations for long-term buy-and-hold investing, using fundamental and cyclical analysis across a broad set of securities.

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.

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.

Daniel Gresch is a financial advisor at Mendota Financial Group, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mendota Financial Group since 2005, following seven years at Filbrandt Investment Advisers Incorporated. Outside of his advisory role, he serves as treasurer for the Saint Francis Xavier School Committee. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and various entities. The firm employs a documented financial consulting process to tailor long-term, buy-and-hold investment strategies with ongoing monitoring, and has ownership interests in affiliated investment enterprises including Mendota Venture Capital, LLC.

Owen Ahrens is a financial advisor at Mendota Financial Group, LLC with a Series 65 credential and two years of industry experience. Prior to joining Mendota in 2023, he worked at Elite Retirement Group and UPS, and he also has experience at the University of Wisconsin-Stevens Point and Stevens Point Area Senior High. Mendota Financial Group offers financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm uses a documented consulting process to tailor long-term investment strategies, employs fundamental and cyclical analysis, and serves as a sub-advisor to other advisers while maintaining independent custodial reporting.

Thomas Marini is a financial advisor at Resonant Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank, MACC Fund, and Ironwood Drive. Outside of his advisory role, Marini serves as a board member for Pine River Pre-Pack, Inc., a company providing services to the cheese industry, and consults for Borgman Capital, a lower middle market private equity firm. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm offers comprehensive financial planning and investment management through a five-part investment framework, combining active and passive strategies, and is notable for its affiliated accounting and tax advisory business.

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.

Bradley O’Loughlin is a CFP® and ChFC® with 10 years of industry experience. He has worked at Resonant Capital Advisors, LLC since 2018 and previously at Heck Capital Advisors from 2016 to 2018. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm offers financial planning, investment management, and consulting services, employing a tailored investment process that combines active, passive, and factor strategies with an emphasis on bottom-up equity selection and higher-quality fixed income.

Logan Knecht is a CFP® with four years of industry experience, currently serving as a financial advisor at Resonant Capital Advisors, LLC. Prior to joining Resonant, he worked at Ameriprise Financial Services and held multiple roles at the University of Wisconsin - Madison. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining active, passive, and factor-based strategies, and is notable for its affiliated accounting and tax advisory business staffed by CPAs.

Brandon Cloete is a CFP®-certified financial advisor with five years of industry experience. He is currently with Isthmus Partners, LLC, where he has worked since 2022, following prior roles at Robert W. Baird & Co. Incorporated and Investec Wealth & Investment. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm employs an equity-centered, committee-driven investment process that integrates quantitative screening and fundamental analysis, offering both Institutional and Counseled Portfolios.