Tracey Anton is a CFP®-certified financial advisor with 31 years of industry experience. She has been with T. Anton Investment House, Inc. in Madison, WI since 2015. 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 offers comprehensive financial planning and discretionary portfolio management, using proprietary asset-allocation models focused on long-term holdings and fundamental, bottom-up analysis.

Grace Trewartha is a financial advisor at MAPT Capital with four years of industry experience. She holds a Series 65 designation and has worked at firms including Creative Planning and Roaring Fork. Outside of her advisory roles, she is involved with Live Beneath Your Means LLC, a business she has been engaged with since 2018. MAPT Capital is a fee-only advisory firm serving a range of clients including individuals, families, pension plans, and charitable organizations. The firm integrates financial planning with investment management, emphasizing cross-border and international wealth matters through a blend of passive and active strategies.

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.

Matthew Goetzke is a CFA® charterholder with 25 years of industry experience. He is currently with Walleye Partners LLC, where he has worked since 2024, and previously spent 19 years at Mendota Financial Group, LLC. He serves as a board member of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on tailored investment recommendations and discretionary managed accounts. The firm emphasizes aligning asset allocation with client objectives and risk tolerance, supervises sub-advisors, and incorporates various investment approaches including dollar-cost averaging and technical analysis.

Nicholas Simonson is a CFP® with two years of industry experience. He is currently with Brindle & Bay Financial Advisors, LLC, where he has worked since 2026. His prior experience includes roles at Financial Impact Advisors, CWM, LLC, and Madison Wealth Partners, Inc. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm uses an asset-allocation framework with dynamic weighting strategies, primarily through exchange-traded funds and model portfolios, offering personalized planning across retirement, cash flow, tax, estate, and insurance-related matters.

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.

Piotr Wolynski is a CFP® professional at Calculated Wealth with six years of prior experience at BMO Wealth Management and Matter Family Office. He has been with Calculated Wealth since 2024 and has one year of industry experience. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by providing comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation using index funds and ETFs with a tactical approach that employs third-party quantitative models and trend-following assessments.

Brian Donley is a financial advisor at Walleye Partners LLC in Madison, WI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including 14 years at Mendota Financial Group, LLC. Donley is also a member of another advisory firm and part-owner of a venture capital vehicle that charges performance-based fees to accredited investors. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on discretionary managed accounts and oversight of third-party sub-advisors. The firm’s investment process aligns asset allocation and strategies with clients’ objectives, time horizons, and risk tolerances, incorporating techniques like dollar-cost averaging and technical analysis.

Nicholas Toman is a CFP® professional with 16 years of industry experience, currently serving at John F Suby Wealth Management LLC since 2025. His prior roles include positions at Trek Financial, Empowered Financial Investments, LLC, and US Bank. He is also a licensed insurance agent appointed with 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 emphasizes building diversified portfolios aligned with clients’ objectives and risk tolerance and often utilizes sub-advisers and third-party managers in portfolio implementation.

Gregory Ehlers is a financial advisor with CMG Wealth Advisors LLC in Madison, WI. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His work history includes roles at LPL Financial, CMG Financial Securities, Mischler Financial Group, and REQ Consulting. CMG Wealth Advisors LLC provides discretionary investment management to retail and institutional clients, offering retirement plan consulting and fiduciary services. The firm manages portfolios tailored to client objectives using a broad range of securities and operates in connection with affiliated entities including a broker-dealer and a community bank.

Jodie McLellan is a financial advisor at Sycamore Investment Consulting Services, LLC with 29 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Buttonwood Partners, Inc. since 2003. Outside of her advisory role, she 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 primarily actively managed mutual funds and customizes portfolios based on risk tolerance and investment policy statements.

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.

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.

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 12 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Resource Group, CRI Securities, Securian Financial Services Inc, Edward Jones, Anchor Bank, and LPL Financial LLC. Trinity Financial Planning provides fee-only financial planning, tax planning, and discretionary investment management for individuals, families, trusts, and retirement plans. The firm serves both high-net-worth and non-HNW clients, emphasizing disciplined asset allocation and a long-term, market-efficient approach.

Francisco Aguilar Puyol is a CFP® with eight years of experience in financial advisory. He is currently with MAPT Capital in Madison, WI, having previously worked at Creative Planning and Thun Financial. His background includes academic experience at Northwestern University. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, and organizations. The firm employs a modern portfolio theory approach that combines passive and active strategies, with an emphasis on international wealth management and integrated financial planning.