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.

Amy Butrymowicz is a financial advisor at John F. Suby Wealth Management LLC in Madison, WI, holding a Series 65 credential with 14 years of industry experience. She has been with John F. Suby Wealth Management since 2012 and is also involved in accounting and bookkeeping through her ownership of AJ Restaurant Accounting, LLC and as a shareholder at John F. Suby & Associates S.C. John F. Suby Wealth Management 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 that matches diversified portfolios to client objectives and risk tolerance, often using third-party managers and platform providers, with integrated accounting services available through an affiliated practice.

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.

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 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.

Alyssa Thompson is a financial advisor at Park Capital Management, LLC in Madison, WI, holding a Series 65 license with eight years of industry experience. She has been with Park Capital Management since 2017 and previously worked at Hausmann-Johnson Insurance. In addition to her advisory role, she serves as Treasurer for the Fort Atkinson branch of the American Association of University Women. Park Capital Management provides investment consulting and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs asset-allocation frameworks and quantitative risk/return analysis with a long-term investment orientation while offering fiduciary services, 401(k) consulting, and access to specialized investment strategies.

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.

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.

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.

Michael Ebeling is a CFA® charterholder with five years of industry experience, currently serving at Mendota Financial Group, LLC. His prior roles include positions at the State of Wisconsin Investment Board and the University of Wisconsin School of Business. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm employs a process-driven approach focused on long-term buy-and-hold investing, using fundamental and cyclical analysis across a broad set of securities, and also serves as a sub-advisor to other advisers.

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.

Andrew Klein is a financial advisor at Walkner Condon Financial Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Gateway Financial Partners, Advisors' Pride Inc., LPL Financial, MML Investors Services, and Mass Mutual Life Insurance Company. He is also the owner of F Point Consulting LLC, a business consulting firm. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, managing over $1 billion in client assets. The firm uses a Modern Portfolio Theory framework with a long-term trading orientation and offers estate-planning facilitation and optional tax preparation services.

Daniel Spellman is a financial advisor at Park Capital Management, LLC in Madison, WI, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at UPS and American Lending Solutions. 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 401(k) plan consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, emphasizing discretionary portfolio management with a long-term, buy-and-hold approach supported by quantitative analysis and outside research.

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.