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.

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 at Poehling Capital Management, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Poehling Capital Management since 2004. Outside of his advisory work, he serves as a board member of the Ryan Michael Poehling Foundation and owns 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.

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.

Bradley O’Loughlin is a CFP® and ChFC® with 10 years of industry experience. He has worked at Resonant Capital Advisors, LLC since 2018 and previously at Heck Capital Advisors from 2016 to 2018. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm offers financial planning, investment management, and consulting services, employing a tailored investment process that combines active, passive, and factor strategies with an emphasis on bottom-up equity selection and higher-quality fixed income.

Logan Knecht is a CFP® with four years of industry experience, currently serving as a financial advisor at Resonant Capital Advisors, LLC. Prior to joining Resonant, he worked at Ameriprise Financial Services and held multiple roles at the University of Wisconsin - Madison. 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 combining active, passive, and factor-based strategies, and is notable for its affiliated accounting and tax advisory business staffed by CPAs.

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.

Brandon Cloete is a CFP®-certified financial advisor with five years of industry experience. He is currently with Isthmus Partners, LLC, where he has worked since 2022, following prior roles at Robert W. Baird & Co. Incorporated and Investec Wealth & Investment. 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 integrates quantitative screening and fundamental analysis, offering both Institutional and Counseled Portfolios.

Colton Tubbs is a financial advisor at Resonant Capital Advisors, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining Resonant, he held roles at Lake Ridge Bank and worked in education for six years. Resonant Capital Advisors manages approximately $2.95 billion for individuals, families, institutions, and retirement plans. The firm offers financial planning, investment management, and consulting services, using a tailored investment process that combines active, passive, and factor strategies based on client risk tolerance and forward-looking market assumptions.

Jonathan Wilson is a CFP® professional with seven years of industry experience, currently serving at Milestone Investment Advisors, LLC since 2024. He previously worked at Northwestern Mutual Investment Services LLC and Ameriprise Financial Services, among other firms. Wilson is also an independent insurance agent 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 employs a mix of fundamental and technical analysis and offers access to specialized investment instruments, serving approximately 400 clients with about $824 million in assets under management.

Adam Sweet is a CFP® and CFA® with seven years of experience in the financial industry. He has worked at Jacobson & Schmitt Advisors, LLC since 2019 and previously spent ten years at Madison Investment Advisors. Jacobson & Schmitt Advisors, LLC provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a “responsibility” and “conscious investing” philosophy, combining fundamental analysis with a long-term, all-cap equity strategy alongside bond allocations for stability.

Leah Halvorson is a financial advisor at Jacobson & Schmitt Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at London Mutual Credit Union and the University of Wisconsin-Madison. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity investment approach paired with bond allocations and offers a multi-step financial planning process tailored to client goals and tax considerations.

Joseph Onopa is a financial advisor at Tactive Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Park Avenue Securities and Guardian Life. Outside of his advisory role, he is involved with Arrow Advisors, a private label entity for insurance and investment business, where he serves as owner and producer. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm uses a model-driven robo-advisor platform combined with sub-advisory and TAMP services to construct blended portfolios primarily using mutual funds, ETFs, and tactical asset allocation strategies.

Ryan Erickson is a CFA® charterholder with 25 years of industry experience. He has worked at SlateStone Wealth LLC since 2021 and previously held positions at BMO Harris Wealth Management and PNC Wealth Management. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis through internally developed equity strategies, model portfolios, and third-party managers.

Isaac Gard is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Resonant Capital Advisors, he worked at Goldstein Advisors for two years. Resonant Capital Advisors manages approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, employing a tailored investment approach that blends active, passive, and factor strategies with an emphasis on manager due diligence and alternative investments.