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.

Matthew Goetzke is a CFA® charterholder with 26 years of industry experience. He is currently with Walleye Partners LLC and previously worked at Mendota Financial Group, LLC, Filbrandt Investment Advisers Incorporated, and Vestor Capital Securities, LLC. He serves on the board of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. He is also involved with KUMADA, LLC, an entity established to aggregate personal investments among partners. Walleye Partners LLC is an SEC-registered adviser serving individuals and high net worth clients with personalized portfolio management and asset allocation strategies. The firm employs varied investment approaches tailored to client objectives and manages approximately $276.7 million in client assets.

Nicholas Simonson is a CFP® with two years of industry experience, currently serving as a financial advisor at Brindle & Bay Financial Advisors, LLC. His prior roles include positions at Financial Impact Advisors, CWM, LLC, and Madison Wealth Partners, Inc. Brindle & Bay Financial Advisors provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on tailored strategies aligned with each client’s goals, risk tolerance, and time horizon. The firm employs a dynamic asset allocation framework supplemented by longer-term purchase strategies and retains discretion over implementation and monitoring.

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 over 11 years of industry experience. He previously worked at BMO Wealth Management and Matter Family Office. Calculated Wealth serves individual and high-net-worth clients as well as small businesses, providing discretionary investment management and comprehensive financial planning. The firm combines low-cost passive portfolios with systematic, model-driven tactical strategies and emphasizes client-specific customization and ongoing portfolio supervision.

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. He currently works at John F Suby Wealth Management LLC and has previously held positions at Trek Financial, Empowered Financial Investments, US BANK, and Savant Wealth Management. He is also a licensed insurance agent with appointments at 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 manages approximately $465 million in client assets and employs an investment approach focused on diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers.

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.

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 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.

Lisa Andrews is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Perk Planning and has 16 years of experience in the financial advisory industry. She has been with Modern Financial Planning, doing business as Perk Planning, since 2012. Perk Planning offers financial planning and periodic investment consultation to individuals and businesses, focusing on cash-flow, retirement, education, risk management, and estate planning. The firm uses a passive, long-term investment approach with strategic asset allocation and diversified index funds, providing non-discretionary, fee-only services without managing client assets on an ongoing basis.