Jonathan Laventure is a financial advisor at CMG Wealth Advisors LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at The Peoples Community Bank and LPL Financial since 2013. 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 services to retail and institutional clients. The firm manages portfolios using a broad range of securities, tailoring allocations to client objectives and risk tolerance, and offers fiduciary services to employers and plan sponsors.

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® 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.

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.

Eric Ludwig is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Stockbridge Private Wealth Management, LLC since 2014 and serves as a professor at The American College of Financial Services and an adjunct professor at Kansas State University, teaching personal financial planning and advanced statistical methods. Stockbridge Private Wealth Management is a small, family-owned registered investment adviser providing discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental and technical analysis with Modern Portfolio Theory and maintains a concentrated advisor-to-client ratio through its two-advisor team.

Dylan Thorson is a financial advisor at Retirement Capital Advisors with three years of industry experience. He holds a Series 66 license and has previously worked at firms including Horace Mann Investors Inc. and MML Investors Services, LLC. Thorson is also a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. Retirement Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory approach and typically manages portfolios on a discretionary basis, offering advice on equities, fixed income, ETFs, and insurance products including annuities.

Patrick Fosdick is a CFP® with 14 years of experience in the financial services industry. He is currently a financial advisor at Wisconsin Wealth Advisors, LLC, and has held roles at Harbour Investments, Inc. and Woodbury Financial Services, Inc. Fosdick also serves as president and owner of Madison Sports and Social Club LLC and is involved in tax preparation through WWA Tax Services LLC. Wisconsin Wealth Advisors provides investment advice and financial planning primarily to individual and high-net-worth clients, offering discretionary and non-discretionary asset management, retirement plan advisory, and standalone consulting. The firm manages approximately $158 million across three advisers and employs portfolio strategies based on client-specific Investment Policy Statements.

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.

Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been affiliated with Wisconsin Wealth Advisors since 2009 and previously worked with Harbour Investments, Inc. Swenson also serves on the boards of the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors offers investment advice and financial planning primarily to individual and high-net-worth clients, managing approximately $158 million across three advisors. The firm employs client-specific Investment Policy Statements and combines fundamental and technical analysis in portfolio construction, providing both discretionary and non-discretionary management.