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.

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.

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.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. 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 centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.

Susan Lawton is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Buttonwood Partners since 2008. Buttonwood Partners primarily serves high-net-worth individuals and various entities, offering discretionary portfolio management and related advisory services. The firm employs fundamental analysis and manages concentrated portfolios, functioning as both a registered investment adviser and an affiliated broker-dealer.

Griffin Kalepp is a CFP® professional with 11 years of industry experience, currently serving at Compound Wealth, Advisory and Tax LLC since 2025. His background includes roles at MBE Wealth Management, LLC, Cuna Mutual Group, CUNA Brokerage Services, Inc., and Wea Investment Services, Inc. Outside of advising, he is president of Strictly Sonny, LLC, and serves on the boards of SSM Health St. Clare Hospital and Blood Cancers United. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to client objectives and offers specialized programs such as the Compound Incubator for equity compensation guidance, alongside affiliated tax and accounting services and dedicated Family Office offerings.

Joel Yaeger is a financial advisor at Compound Wealth, Advisory and Tax LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Baker Tilly and SVA Certified Public Accountants. He is also the founder and CEO of Yaeger Advisory Services and Tax, LLC, a separate accounting and tax practice. Compound Wealth, Advisory and Tax LLC provides wealth management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to each client’s objectives and risk tolerance and offers unique services such as equity-compensation guidance and family office services.

Brenda Sims is a financial advisor at T. Anton Investment House, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with T. Anton Investment House, Inc. since 2015. T. Anton Investment House, Inc. provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as corporations, pension plans, and charitable organizations. The firm employs a fundamental, bottom-up investment approach with proprietary model portfolios tailored to client objectives, risk tolerance, and tax considerations.

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.

David Solheim is a CFP®-certified financial advisor at Milestone Investment Advisors, LLC with 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LPL Financial, and CUNA Brokerage Services, Inc. He has been with Milestone Investment Advisors since 2024. Milestone Investment Advisors is a seven-advisor team managing approximately $878 million for individual and high-net-worth clients, as well as retirement plan sponsors. The firm uses a combination of fundamental and technical analysis to implement customized portfolios and provides specialized services such as third-party separate account manager oversight for large portfolios and detailed 401(k) plan consulting.

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.

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.

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.

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.

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.