John Friar is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Park Capital Management, LLC. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020. Friar is also a licensed insurance agent. Park Capital Management is an SEC-registered advisory firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting services, employing a long-term, buy-and-hold investment approach combined with quantitative analysis and third-party managers as appropriate.

Dale Meyer is a financial advisor with Coordinated Capital Securities, Inc. in Monona, Wisconsin, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Coordinated Capital Securities since 1991 and also operates Meyer Financial Services, where he serves as an independent insurance agent selling life and long-term care insurance and fixed annuities. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and third-party manager referrals, and employs a team of 16 professionals managing approximately $137 million.

Daniel Blake is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation and seven years of industry experience. He has been with Resonant Capital Advisors since 2018 and previously worked at Healthx Ventures for three years. Outside of his advisory role, Blake serves as a director for Forest Data Network, LLC, an online publication focused on the forestry industry. 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 employs a five-part investment framework and combines bottom-up equity selection with a blend of active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Clinton Bauch is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Park Capital Management, LLC. He has been with Park Capital Management and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he is a partner in an investment LLC involved with convertible notes related to Sundial Growers Inc. Park Capital Management, LLC is an SEC-registered advisory firm managing approximately $733 million for about 525 clients through a five-advisor team. The firm offers investment management, financial planning, and retirement plan consulting services, employing a long-term, buy-and-hold investment approach with portfolio construction supported by quantitative analysis and third-party managers.

Joel McNeil is a CFP® professional with 26 years of industry experience, currently serving at Isthmus Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Madison, WI. McNeil is involved in community and nonprofit activities, serving on the boards of the SSM/St. Mary’s Hospital Foundation, Edgewood College Foundation advisory board, Madison Downtown Rotary Investment Committee, and Asset Builders of America. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts, pension plans, and business entities. The firm employs an equity-centered, committee-driven investment process with a focus on valuation and quality, offering discretionary portfolio management, financial planning, and specialized portfolio strategies.

Victor Rodriguez is a financial advisor at Isthmus Partners, LLC in Madison, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Isthmus Partners since 2014. Outside of his advisory role, he serves as a non-fiduciary member of the advisory board for the American Family Children's Hospital, affiliated with the University of Wisconsin. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts, pension plans, and business entities. The firm employs an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis to construct portfolios with explicit sizing and valuation rules.

Samantha Williams is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with two years of industry experience. She has worked at Resonant Capital Advisors since 2024 following a decade as a student. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual, high-net-worth, family, institutional, and retirement plan clients. The firm offers customized financial planning and investment management services, employing a mix of active, passive, and factor strategies guided by forward-looking capital markets assumptions.

Richard Thompson is a CFP® and CFA® charterholder with 29 years of experience in the financial industry. He has been with Resonant Capital Advisors, LLC since 2018 and previously worked at First Business Trust & Investments for six years. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individuals, families, institutions, and retirement plans. The firm employs a client-tailored investment process combining active, passive, and factor strategies, with a focus on due diligence and monitoring across various asset classes and alternative investments.

Eric Knudson is a CFP® professional with five years of experience in the financial services industry. He has worked at Isthmus Partners, LLC since 2021 and previously held positions at Park Bank and Waukesha State Bank. Knudson is based in Madison, WI. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm employs an equity-centered, committee-driven investment process that combines quantitative screens and fundamental analysis to construct portfolios based on valuation and quality metrics.

Brian Hellmer is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Mendota Financial Group, LLC and also operates BH Admin Services, LLC. Prior to his current roles, he worked for six years at the State of Wisconsin Investment Board. Hellmer is involved with Badgers United and Badger Advocates, organizations focused on community initiatives. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm emphasizes a documented consulting process and tailors asset allocations for long-term investing, using fundamental and cyclical analysis across a broad range of securities.

Michael Vogel is a ChFC® and Series 63 licensed advisor with 18 years of industry experience. He has worked at AZA Capital Management since 2019 and previously at Arete Wealth Advisors LLC from 2016 to 2019. Since 2002, he has owned MC Vogel LLC, an investment-related business that provides administrative and employee support functions for his advisory work. AZA Capital Management is a fee-only advisory firm serving individuals, other financial advisors, institutions, retirement plans, and charitable organizations. The firm employs a multi-factor model and proprietary trend analysis to guide tactical asset allocation, focusing on index-based ETFs and customized bond portfolios.

Mark Fedenia is an advisor at Atlatl Advisers with 17 years of industry experience. He has been with Atlatl Advisers since 2015 and also serves as an associate professor at the University of Wisconsin–Madison, where he has taught graduate business students since 1986. Atlatl Advisers serves individual clients, including high-net-worth households, as well as institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management using a disciplined framework that incorporates risk tolerance, financial planning, and capital markets assumptions, with an emphasis on bottom-up equity selection and ongoing due diligence.

Congying Xiang is a financial advisor at SyntheticFi LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Epic Systems Corporation for five years. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring.

Noel Goeddel is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Isthmus Partners, LLC since 2016. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an equity-centered, committee-driven investment process that emphasizes fundamental analysis and quantitative screening, offering separate Institutional and Counseled Portfolios.

Evan Waltz is a CFP® and Series 65-licensed advisor at Walkner Condon Financial Advisors LLC with two years of industry experience. Prior to joining Walkner Condon, he worked at Wells Fargo and Co and Turnberry Solutions. Evan is based in Madison, WI. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework with a long-term orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.

Kevin Kearney is a financial advisor with Coordinated Capital Securities, Inc. in Waunakee, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Coordinated Capital Securities since 1999 and also operates Kearney Tax & Financial Services, where he serves as an independent insurance agent and accountant providing tax preparation and accounting services. Coordinated Capital Securities is a team of 16 financial professionals offering investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm provides both discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, managing approximately $137 million for around 186 clients.

Keturah Cox is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with five years of industry experience. She previously worked at Trek Financial and Empowered Financial Investments, LLC. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and offers financial planning, investment management, retirement consulting, and family-office advisory services.

Benjamin Dickey is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential and 16 years of industry experience. He has worked at Resonant Capital Advisors since 2018 and previously at Madison Investment Advisors, LLC from 2012 to 2018. Outside of his advisory role, he serves as president of a family investment vehicle, Metonga Investment Holdings, LLC. 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 employs a five-part investment framework and combines bottom-up equity selection with active, passive, and factor-based strategies, supported by an affiliated accounting and tax advisory business.

Stephanie Imhoff is a financial advisor at Friday Financial with 12 years of industry experience. She holds a Series 65 designation and has worked previously at Avantax Planning Partners, Inc. She is also a CPA with Honkamp Krueger & Co., where she provides tax and audit services to individual clients and businesses. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios with passive mutual funds and ETFs, supplemented by model portfolios and portfolio-allocation software.

Britton Reynolds is a Series 66-licensed financial advisor with 15 years of industry experience, currently serving at Rothschild Wealth LLC since 2012. He has also been involved with Premise Capital, LLC for over a decade. Outside of advisory work, Reynolds is active in nonprofit lake associations, holding leadership roles as President of the Yahara Lakes Association and board member of the Spread Eagle Chain of Lake Association, and he provides software solutions to RIAs through AdvisorOp LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm employs asset-allocation models and quantitative methods to manage portfolios across various investment vehicles while offering services that include financial planning, retirement plan consulting, and coordination of tax and estate planning.