Dane Bowler is a financial advisor at 2nd Market Capital Advisory Corp. with 10 years of industry experience. He holds a Series 65 designation and has been with 2nd Market Capital Services Corporation since 2012. Bowler serves on the board of directors of 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as common and preferred REIT shares. The firm emphasizes fundamental analysis to identify discounted securities, dividend income, and capital appreciation, managing approximately $40.4 million in discretionary assets.

Thomas Plumb is a financial advisor at Wisconsin Capital Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wisconsin Capital Management since 2005, as well as previously at SVA Plumb Wealth Management. Outside of his advisory role, he is involved as a general partner in a land acquisition business and as an investor in environmental waste products and construction companies. 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 emphasizes fundamental growth-at-reasonable-prices analysis and maintains diversified portfolios aligned with client objectives and risk tolerances.

Gregory Schroeder is a financial advisor at Wisco Investment Management LLC in Madison, WI, holding Series 63 and Series 66 credentials with 17 years of industry experience. He has been with Wisco Investment Management since 2011 and previously worked at Wisco Research LLC and Nakoma Capital Management, LLC. Wisco Investment Management provides portfolio management and advisory services to individuals, corporations, and nonprofit organizations, preparing tailored Investment Policy Statements for each client. The firm emphasizes fundamental analysis and strategic asset allocation, primarily constructing diversified portfolios with U.S.-listed ETFs, and manages approximately $92 million in discretionary assets across about 448 clients.

David Solheim is a financial advisor at Milestone Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LPL Financial, CUNA Brokerage Services, and CUNA Mutual Group. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm uses an individualized asset-allocation model combined with fundamental and technical analysis, offering a range of investment options including specialized instruments and facilitates outside managers for larger portfolios.

Daniel Kauper is a CFP® with 32 years of industry experience and has been with Milestone Investment Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses and is based in Middleton, WI. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan services to individuals, high-net-worth households, charities, and business entities. The firm uses a combination of fundamental and technical analysis and offers access to specialized investment instruments, managing approximately $824 million for around 400 clients.

Daniel Weiss is a Series 65-licensed advisor at Leach, Bickmore & Weiss Wealth Management, LLC with 15 years of industry experience. He has been with the firm since 2015. Outside of his advisory work, Weiss is a managing member of HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. He is also a licensed independent insurance agent. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients through a five-advisor team. The firm employs a value-oriented investment approach using fundamental analysis and intrinsic-value assessments to manage portfolios including individual stocks, bonds, mutual funds, and ETFs, with strategies that may use options and margin.

Mitchell De Witt is a CFP® with 10 years of experience in the financial services industry. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2018, and previously held positions at Bank of America and Merrill. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory framework with a long-term trading orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.

Brian Kopp is a financial advisor at Canopy Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Canopy Wealth Management since 2022. Prior to this, he spent over a decade at Cuna Mutual Group and CUNA Brokerage Services. Outside of his advisory role, he is involved in a family real estate rental partnership. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, managing approximately $1.15 billion in assets. The firm develops personalized investment policies and employs a combination of quantitative and fundamental analysis, while also providing retirement-plan advisory services and integrated held-away account management.

David Muehl is a financial advisor with Canopy Wealth Management in Middleton, WI, holding a Series 66 designation and 24 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Muehl serves as a board member of the MCPASD Education Foundation, a charitable organization supporting students and teachers in the Middleton Cross Plains Area School District. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm focuses on individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services.

Richard Vanden Boogard is a CFA® charterholder with 14 years of industry experience, currently serving at Jacobson & Schmitt Advisors, LLC since 2012. He is based in Middleton, WI. Jacobson & Schmitt Advisors provides investment management, retirement planning, and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a responsibility and conscious investing philosophy, emphasizing fundamental analysis and a long-term, all-cap equity approach combined with bond allocations for stability.

Trent Hinton is a financial advisor at Canopy Wealth Management in Middleton, WI, holding a Series 65 license with one year of industry experience. Prior to joining Canopy Wealth Management, he worked at Kax Media and Terpco, Inc., and has a background including four years at Bowling Green State University. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, managing approximately $1.15 billion in client assets. The firm offers continuous portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services, using a combination of asset-allocation frameworks and various analytical methods to develop individualized investment strategies.

Daniel Determan is a financial advisor with CLF Asset Management, Inc. in Madison, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including roles at CLF Asset Management since 2016 and Capitol Lakes Financial, LLP since 2011. Outside of his advisory work, he is a director of the Natural Materials Technology Accelerator, a nonprofit focused on research into natural fiber technologies and carbon sequestration. He is also a founder-level investor in Driftless Extracts LLC, an industrial hemp processing company. CLF Asset Management serves individual clients, corporations, and employee benefit plans by providing financial consulting, planning, discretionary portfolio management, and pension consulting. The firm employs a combination of analytical methods and algorithmic tools alongside professional oversight to tailor investment strategies to client objectives and risk tolerances.

Thomas Poehling is a financial advisor with Poehling Capital Management, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Poehling Capital Management since 2004 and previously worked at Midwest Professional Planners, Ltd. from 2002 to 2004. He serves on the board of the Ryan Michael Poehling Foundation and owns Collectible Collection, LLC, a sports memorabilia e-commerce business. Poehling Capital Management is an independent investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $591 million in discretionary assets using a value-oriented investment methodology, customized portfolios, and offers financial planning and estate-planning coordination through a multi-advisor team.

Nathaniel Leach is a financial advisor with Leach, Bickmore & Weiss Wealth Management, LLC, holding a Series 65 designation and bringing 14 years of industry experience. He has worked at his current firm since 2015 and previously spent three years with Poehling Capital Management, Inc. Leach is also a managing member of HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for around 291 clients through a five-advisor team. The firm employs a value-oriented investment approach focused on fundamental analysis and intrinsic value, utilizing individual stocks, bonds, mutual funds, ETFs, and derivatives as part of its portfolio strategies.

Evan Kurkowski is a financial advisor at Poehling Capital Management, Inc. in Madison, WI, holding a Series 65 designation with four years of industry experience. Prior to joining Poehling Capital Management in 2019, he worked at Northwestern Mutual and NYLIFE Securities. Outside of his advisory role, he is involved with Collectible Collection, LLC, an e-commerce business specializing in sports memorabilia. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to manage approximately $489.3 million in discretionary assets.

Angel Mcclarey is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. She has been with Milestone Investment Advisers LLC since 2013. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm employs a combination of fundamental and technical analysis and offers access to specialized investment instruments alongside traditional portfolios.

Peter Shulla is a financial advisor with Sentinel Advisory Group, LLC, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He is also involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s managed account programs and employs asset-allocation principles and modern portfolio theory in its investment approach.

Michael Zugan is a CFP® professional with three years of experience in financial advisory, currently serving at CLF Asset Management, Inc. in Madison, WI. His prior roles include positions at Wealth Enhancement Group and Alpha Financial Management. Outside of advisory work, he is also licensed as an independent insurance agent through Capitol Lakes Financial, LLP. CLF Asset Management provides financial consulting, comprehensive planning, portfolio management, and pension consulting to individuals, corporations, and employee benefit plans. The firm combines multiple analytical methods and technological tools with human oversight to tailor investment strategies to client objectives and risk profiles.

Timothy Bickmore is a CFP® with 13 years of industry experience and has been with Leach, Bickmore & Weiss Wealth Management, LLC since 2015. He is a managing member of two non-investment-related businesses: HyphaWay, LLC, a financial planning SaaS for financial advisors, and LBW Consulting, LLC, a business consulting company. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for about 291 clients. The firm uses a value-oriented investment approach based on intrinsic-value assessments and employs strategies that may include options and margin, alongside financial planning and consulting services.

Jonathan Wilson is a CFP® with eight years of industry experience, currently serving at Milestone Investment Advisors, LLC. His prior roles include positions at Northwestern Mutual Investment Services, Steven Penn, Ameriprise, and Edward Jones. He is also an independent insurance agent based in Middleton, WI. Milestone Investment Advisors is a team-based SEC-registered adviser managing approximately $878 million for individual and high-net-worth investors, as well as retirement plan sponsors. The firm uses a written investment policy and individualized asset-allocation models to implement portfolios employing fundamental and technical analysis, and offers discretionary management alongside specialized 401(k) plan consulting.